Undertakings
Updated Feb 9th, 2022
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Related Matter
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Undertaking Details
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Non- Standard Undertaking
Questionnaire appears if Undertaking type is set to ‘Non-Standard’
Display a message to the user
Message appears only if undertaking is set to Unambiguous
“You have indicated that the wording of the undertaking is ambiguous. Please take steps to ensure the wording of the undertaking is amended and re-agreed or refer to your COLP”
Display a message to the user
Message appears only if the Client has not agreed to the undertaking
“You have indicated that the client hasn’t agreed the undertaking. This is a requirement. Please take steps to get the clients agreement or refer to your COLP”
Display a message to the user
Appears only if Non Standard Undertaking has not been approved
“Please ensure that you have got any non-standard undertaking agreed by an appropriate person. This is a requirement. Please refer to your COLP”
Set Dossier Field
UT_STATUS Status of Undertaking = “Outstanding”
Set Dossier Field
UT_SUP_APP Has Non Standard Undertaking been Approved by Appropriate person = “Not Applicable”
(Criteria: UT_Type Undertaking Type = “Standard”)
Add a keydate linked to dossier field
UNDERTKNG – “Has the Undertaking been discharged?” Anticipated Date Due (+ 0 days)
Send Standard Document
Run Undertaking Note
Meet unmet keydates by type
Meet Unmet Keydates by Type: UNDERTKNG
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Custom Questionnaire : Discharge Details
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Discharge Delayed Info
if ‘Status of Undertaking’ = Delayed, Updates Anticipated Date Due
Add a keydate linked to dossier field
UNDERTKNG – ‘Has the Undertaking been discharged’ – ‘Anticipated Date Due’ + 0 Days
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Discharge Not Possible
If ‘Status of Undertaking’ = Discharge Not Possible – Allows for comments or notes of reason
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Discharge info
If Status of Undertaking = Discharged
Tick Task
If Staus of Undertaking = ‘Discharge Not Possible’ or ‘Discharged Ticks Task Complete.