Obligations & calendar
Every due date, with a name against it
Each compliance item you adopt is turned into dated obligations for every period it falls due — monthly, quarterly, half-yearly, yearly or when an event happens. Each has an owner, a maker and a checker, appears in a month-by-month list and a calendar, and reminds the people responsible before it slips.
What it does
How obligations & calendar works
- 1
One obligation per item, per period
A monthly return becomes twelve dated obligations a year, each for the right unit. Generation is repeatable: running it again never creates a duplicate.
- 2
A month-by-month view and a calendar
Read the whole month as a list you can filter, or as a calendar. Pick a past month to see exactly how it closed.
- 3
Owners, makers and checkers
Name a person for each legislation, or for single items. Whoever does the work is never the one who approves it.
- 4
Reminders that reach the right person
People are told when something they own is due soon, overdue or escalated, when a colleague changes it, and when they are mentioned in a note.
Illustration of the screen. Figures shown are examples.
Questions
About obligations & calendar
Used by
What counts as overdue?
Overdue is worked out from the due date and the status, not set by hand. An obligation that is past its due date and not yet completed is overdue; completing it clears that automatically.
Can an item be marked not applicable?
Yes, as a recorded decision with a reason, made by someone entitled to make it and kept in the history. It is a decision about the item, not a status that hides it.
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