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Review and Manage Obligations

This article explains how to review the different types of Obligations in Robin.

How to Complete a Review

1. For Time-based obligations you complete the review when you select Mark Complete.
2. For Event-based obligations you can:
   1. Mark as Compliant to complete the review.
   2. Mark as Action Required to indicate that some action or further check is required before the obligations can be certified compliant. This also escalates the obligation to the Obligation Manager who receives a digest on obligations requiring attention. Once satisfied that you are now compliant with the obligation you can select Mark Complete to complete the review.

Bulk Review

Bulk review enables you to certify compliance for multiple outstanding or overdue obligations at once. Responsible parties and Obligation Managers receive email notifications when obligations are due or have become overdue.

1. Access the obligation(s) by clicking Review Obligations in your notification email, or directly in Robin’s Obligations dashboard by clicking Bulk Review in the top right.⁠⁠⁠⁠
2. The obligations requiring review will be grouped by the relevant Fund they belong to. Select the obligations in the Fund you will like to bulk review to proceed.
3. The obligations in the Fund will be now further grouped into Review Required or Check Required.
   1. Review Required obligations are either time-based obligations or event based obligations that have been previously checked but marked as action required.
   2. While Check Required obligations are due or overdue event-based obligations that have not been checked at all.
4. Click into any obligation to view in more details. Add notes as required to the obligation by clicking the edit button by the right of the obligation tab.
5. Use the checkboxes to select all or some obligations to certify in bulk. Click Compliant or Action Required as applicable for Check Required obligations. Click Mark Complete for Review Required obligations.

Single Obligation Review

To review obligations individually:

1. Access the obligation from the Obligations dashboard by clicking into the obligation to open the details page.
2. Mark the obligation as complete, or escalate it if an action is required. Add any notes where necessary.
3. Repeat this process for each obligation you wish to review individually.

Completed Obligations

Completed obligations appear in the Completed section of the Obligations dashboard.

To download a record of completed obligations or audit history:

1. Navigate to the Completed section in the Obligations Dashboard and click View Audit Trail.
2. Select the Export Audit Trail option at the top right.
3. You will be prompted to save a CSV file to your local computer.