The Obligation Explorer Standard Register will provide the capability to view Authority Documents and the linked Obligations in a single register with customised advanced filtration capabilities. Hence, you will not require to individually navigate to the Linkage tab of a record to identify the inter-relationships between Obligations and frameworks, legislations, or regulations from which they are derived.

Additionally, you will be able to automatically derive an aggregated Authority Document status based on the status of the linked Obligations.

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Figure 1.1: Obligation Explorer Register

1.1 Permissions and Customisations

Permissions

• The Obligation Explorer standard register will be available to all users who have access to the Obligation Register in their set of permissions.

Customisation

Customise the columns and filters of the Obligation Explorer Register as below:

• Navigate to Obligation Settings > Register Configuration > Register Type: Obligation Register > ObligationExplorer.

• Click New to add a new field to the Register. Select the Obligation type, Object, and Object fields that needs to be added to the Register from the displayed popup, and save.

• Once added, tick the Visible checkbox and save to make the field visible as a column in the register.

• If you wish to search by this field, tick the Searchable checkbox and save.

• The Obligation Explorer Register will present all obligations for which the logged in user has View permissions, together with the Authority Documents it is derived from. Unlike the My Obligation Explorer introduced in our last quarterly release, the Obligation Explorer View is not limited to Obligations for which the user has a primary responsibility assigned.

• All Obligations that are not linked to any Authority Document will appear at the top of the Obligation Explorer Register nested within an empty record.

• You can filter records in the Obligation Explorer by an Authority Document Code, Title, or Aggregated Status, as well as any Obligation parameters that are configured as searchable under Obligation Settings > Register Configuration> Register Type: Obligation Register > ObligationExplorer.

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