Agreement Obligations

Purpose/Overview

The Agreement Obligations is used to record and manage specific conditions, restrictions, or requirements defined within a lease or agreement. These obligations help ensure that all agreed-upon terms with the landowner are consistently followed without the need to repeatedly review the full lease document.

This feature is particularly useful for tracking operational and compliance-related conditions such as access restrictions, required notices, or renewal timelines. It is intended for users managing agreements, leases, and land-related activities, providing a centralized view of all obligations tied to an agreement.

For example, instead of manually checking lease documents:

• Users can quickly see if advance notice is required before entering a property.
• Track renewal or termination notice periods.
• Monitor restricted access areas within a parcel.

Multiple obligations can be added to a single agreement, enabling comprehensive tracking and ensuring adherence to all contractual conditions.

Navigation Path:

To access this feature: Project > Agreement Manager > Agreement Information Tab > Agreement Obligations Panel 

Things to Know:

• Users may receive notifications when:
  • They are newly assigned to an obligation.
  • An existing obligation is updated.
  • The Start Date of an obligation changes.
• Notifications are triggered based on assignment and updates within the panel.
• Key behavior and configuration settings for obligations can be managed via:
  Administration > Application Behavior Settings (Refer to Web Administration Manual).
• Users can track obligation details such as Obligation Type and Next Due Date directly from:
  Tools > My Dashboard

Key Benefits/Use Cases:

• Access Management: Track and enforce restrictions on property access (e.g., restricted zones), ensuring compliance with landowner conditions.
• Advance Notice Requirements: Monitor obligations requiring prior notice (e.g., 3-day notice before site entry), reducing the risk of non-compliance.
• Lease Renewal & Termination Tracking: Stay informed of critical timelines such as 180-day notice requirements before lease renewal or termination, helping avoid missed deadlines.

How It Works:

Follow these steps to view or manage Agreement Obligations:

Step 1: Navigate to: Project > Agreement Manager > Agreement Information Tab > Agreement Obligations Panel

Step 2: Add or update obligations by specifying details such as:

• Obligation Type
• Assigned User
• Start Date
• Next Due Date

Step 3: Save the obligation. Notifications will be sent to assigned users based on creation or updates.

Step 4: To review assigned obligations and upcoming due dates, navigate to: Tools > My Dashboard

Related Features/Next Steps:

• My Dashboard (Only ROW)
• My Dashboard (Only ALT)
• Agreement Creation

FAQ/Troubleshooting:

Q: When do users receive notifications for obligations?
A: Notifications are triggered when an obligation is created, when a user is newly assigned, when updates are made, or when the Start Date changes.

Q: Where can I quickly view my assigned obligations?
A: You can view assigned obligations along with their Next Due Dates in Tools > My Dashboard.

Q: Can multiple obligations be added to a single agreement?
A: Yes, multiple obligations can be added, allowing you to track all conditions associated with an agreement in one place.

Questions?  Contact us!