Summary
This article walks you through how to set obligations to active or inactive, both individually and in bulk.
Use Case
Classics Inc. uses lifecycle states to manage obligations throughout their lifecycle. They mark obligations as Active when they apply and should appear in active work or trigger notifications. When an obligation no longer applies, they mark it Inactive. The obligation remains in Ironclad for historical reference and search, while its fulfillment status—Not Started, In Progress, or Completed—stays unchanged.
Permissions
| Features | Obligations |
| Permissions |
Obligation permissions are tied to the contract's permissions and obligation assignments. If you can only view a contract, you can only view its obligations—unless you're assigned to a specific obligation, in which case you can edit it even with view-only contract access. |
Activate and Reactivate an Individual Obligation
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You can set the status of an individual obligation in two locations:
- To set the status from the Obligations Dashboard, click the Obligations tab.
- To set the status from the contract, click on the workflow the obligation is associated with, and then click on the workflow’s document. Click the Obligations tab on the right.
- Click the obligation you want to set as active or inactive.
- Click the three stacked dots located in the top right corner of the obligation, and then click Activate or Deactivate.
Activate and Reactivate Obligations in Bulk
- Click the Obligations tab.
- Select the obligations you want to set as active or inactive.
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In the menu the displays at the bottom of the screen, click Activate or Deactivate.
Resources
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Help Center
- Active and Inactive Obligations
Academy
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