Obligations

Dolphin users with edit permission to a contract can create Obligations/Milestones within a contract. The responsible user assigned to the obligation has a due date for the completion of the obligation. The status field will indicate the current status of the obligation.

Recurring Obligations

Recurring obligations can be created to repeat Daily, Weekly, Monthly or Yearly up to a specified date in the future.

1. Go to Obligations tab in the contract and add a milestone or an obligation.
2. Fill the required obligation/milestone details and click on recurrence option.

3. Select a repeat option for the recurrence pattern.

4. Fill the details of the obligation according to the selected repeat option.

• Repeat ‘Daily’

• Repeat ‘Weekly’

• Repeat ‘Monthly’

• Repeat ‘Yearly’

NOTE : Once the details have been filled, a summary regarding the obligation occurrence will appear on the bottom of the pop up.

5. Click “Save” button on the pop up.

Navigating to a contract via the email link

A direct link to the relevant contract is sent with every email alert sent to users related to obligations and milestones. This makes it easy for users to navigate to particular obligations/ milestones and relevant contracts.

NOTE : Email alerts are only sent for users who have configured their alerts to “Send as Emails” via the settings page.

1. Email alerts are sent to the responsible user for obligation/ milestone creation, updates, reminder and removal.
2. Links are sent along with each email alert received for obligation/ milestone creation, updates and reminder.

3. Clicking on the link, will take the user to the relevant contract overview page where user is able to view the details of the respective obligation/ milestone in a pop up as below.

4. By clicking on the edit button in the pop up, user is able to update the fields in the obligation/ milestone.

5. User can click on the Save button to commit changes made to the obligation/ milestone in the pop up itself.