Create an ad hoc obligation task in Hardware Asset Workspace

task australia Updated Sep 10, 2026 1 min read create-obligation-task-ham.md
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Create an ad hoc obligation task required only once or at irregular intervals to track and fulfill an obligation specified in a contract.

Before you begin

Role required: sn_cm_obligation.obligation_fulfiller

Procedure

  1. Open an active obligation record.

Hardware Asset Workspace view

Steps

Contract management

  1. Navigate to Workspaces > Hardware Asset Workspace > Contract management.
  2. Select the All contracts tab.
  3. Select an active contract record.

Note: Obligation is associated with the following contract types:

-   Leases
-   Warranties
-   Maintenance
-   Purchasing agreements
  1. Select the Obligations tab.
  2. Select an active obligation record.

Asset operations

  1. Navigate to Workspaces > Hardware Asset Workspace > Asset operations.
  2. From the Contracts list, select Obligations.
  3. Select an active obligation record.
2. Select the **Obligation tasks** tab.
  1. Select New.

  2. On the New obligation task form, fill in the required details.

    1. In the Assigned to field, update the assigned user.

    2. In the Schedule section, select the task completion date in the Due date field.

    3. Select Save.

Result

  • An obligation task record is created and listed in the Obligations tasks tab.

    Note: The obligation task record is saved in the Obligation Tasks [sn_cm_obligation_obligation_task] table.

  • The obligation task also appears under Contracts > Obligations tasks in the Asset Operations view.

  • The system notifies the assigned user through email.

Parent Topic:Create an obligation record in the Hardware Asset Workspace

Related topics

Work on obligation tasks

Approve or reject obligation tasks

Cancel an obligation task

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