You can use the Undertakings module to log and manage both Standard and Non-Standard Undertakings.
From the Home Page, click Modules, followed by Undertakings.
On the Module home page, click +Add.
Enter the details of the Client using the free text fields.
Identify whether the Undertaking is Standard or Non-Standard.
Use the drop-down menus to select the relevant Department, Office and Practice Area associated with the Undertaking (if applicable).
Enter the details of the Undertaking itself using the free text field.
Enter the Undertaking Value.
Choose who has given the Undertaking, and who has authorised the Undertaking using the drop-down menus to select the relevant members of staff.
Finally, indicate the date the Undertaking was given on.
For the next step in the Undertakings process, please refer to article Assign Discharge or Review Tasks.
Should you have any questions or need any further support please contact the team at firstname.lastname@example.org or telephone 01206 322 575.