Undertakings Register

20/02/2025
Knowledge

How To

The Undertakings Register has two parts: one on the Matter and one Firm-level menu option.

Matter Level

The Undertakings app can be found under the Registers tab within the matter.

There are 2 buttons available:

Add Undertaking - this will allow the user to add a new undertaking.
View Register - this button will open the Undertaking Register for the current matter.

Add Undertaking

Clicking the 'Add Undertaking' button will open the following window:

This window is where all the information about the undertaking is entered.

The Matter No. is pre-filled from the matter.
Select the Type as either ‘Given’, ‘Received’, or ‘N/A’.

This reflects the type of undertaking.
Enter a Description for the undertaking.
Select the Status as either ‘In Progress’ or ‘Discharged’.
Notes about the nature of the Undertaking can be entered in the ‘Notes’ box.
Enter the Date of the Undertaking.
The Date Discharged will only be available when the Status is set to ‘Discharged’.
Assign the Undertaking to a member of Staff.
Fill in the Value of the undertaking if applicable.
Click Save & Close.

The Undertaking will be saved/logged into the Register for this matter.

Click to edit heading

A history log will be maintained for each undertaking for audit purposes.

View Register

Clicking on the 'View Register' button will open the Undertakings saved/logged for this matter.

Click to edit heading

The window will show, the Date the undertaking was logged, the Type of undertaking, the Description, any Value, which Staff it is currently assigned to and the Status.

To record a new undertaking users can click on 'Add Undertaking'.
It is also possible to Edit an existing undertaking by clicking the ellipses buttonat the end of the row.
Users can also produce a Report of the matter undertakings by clicking the ellipses button and selecting Download Report.

FIrm Level

The firm overview is accessed through LEAP Menu > Home > Undertakings Register.

The screen shows all types of Undertakings with the status of New and In Progress for the last 30 days.

To open an existing undertaking select any of the entries.
To create a new undertaking, click the 'Add Undertaking', located in the bottom left corner.
To go to any of the matters listed in the window, click the blue 'Matter' number.
The 'Filters' allow the user to search by Type (Undertakings Given or Received), Status (New, In Progress, Discharged or Deleted), Staff and/or Date Range.
To print the register, the list can be exported as a report by clicking the ellipses button and selecting Download Report.

Editing an Undertaking

It is possible to edit an undertaking from either the Firm list or the Matter list, by clicking the ellipses buttonat the end of the undertaking row.

Select Edit.

There are more options available by clicking the ellipses buttonsuch as:

Download Report: This will bring up a PDF version of the undertaking for you to download.
Attach to Matter: This will attach the PDF report to a matter.

Last Modified Date

20/02/2025 12:52 am

Title

Undertakings Register

URL Name

Undertakings-Register-UK

Resolution