This article will cover the process of completing undertakings in Unity® Practice Management.
Completing Undertakings
- Start on your Case Summary page on the right hand side.
- Click the Undertakings button to open the Undertakings menu, then select New Undertaking.
- Then, enter the required details in the fields provided under Given or Received.
- Choose the appropriate option.
- You can also add a Note if needed.
- Once you've completed the information, click Submit. The undertaking will then appear in the Undertakings window.
- You can also tick the Delete option if the undertaking is no longer required.
| If you need to update it later, you can open the undertaking, add the completion date and click Submit again to save your changes. |