Obligation Categories Master

Modified on Wed, 11 Jun at 10:46 PM

Obligation Category Documentation


Introduction

Obligation Category is used to manage obligation category data throughout the system for organizing and classifying different types of legal obligations and compliance requirements. These categories help standardize obligation classification and enable efficient tracking of various obligation types systematically across the platform.


Accessing Obligation Category

  1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
  2. Under the Common Master section, click on Obligation Category



Navigating to Obligation Category in Settings showing the Common Master section


Managing Existing Obligation Categories

The Obligation Category page displays all obligation categories in a table with:

  • Category name (English and Arabic)
  • Status
  • Edit action button

You can:

  • Add new obligation categories by clicking the Plus (+) button in the top right corner
  • Search across obligation categories to find specific obligation category
  • Edit an obligation category by clicking the edit button in the action column
  • Change status by editing and updating the active toggle



Existing Obligation Categories


Adding a New Obligation Category

  1. On the Obligation Category page, click the Plus (+) button in the top right corner
  2. In the popup form, enter:
    • Category Name (English): Enter the obligation category name in English
    • Category Name (Arabic): Enter the obligation category name in Arabic
    • Active: Toggle button set to "Active" (default) or "Inactive"
  3. Click Save to create the new obligation category


Adding a new Obligation Category

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