Task 1 Record Undertaking

Allocate a Custom Questionnaire

Related Matter

Allocate a Custom Questionnaire

Undertaking Details

Allocate a Custom Questionnaire

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 Letter

Run Undertaking Note

Undertaking Note

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Task 2 Discharge Undertaking

Meet unmet keydates by type

Meet Unmet Keydates by Type: UNDERTKNG

Allocate a Custom Questionnaire

Custom Questionnaire : Discharge Details

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Discharge Not Possible
If ‘Status of Undertaking’ = Discharge Not Possible – Allows for comments or notes of reason

Allocate a Custom Questionnaire

Discharge info
If Status of Undertaking = Discharged

Tick Task

If Staus of Undertaking = ‘Discharge Not Possible’ or ‘Discharged Ticks Task Complete.

Document pack for this workflow

Undertaking Note

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