Action Dates

Action Date Code

Enter a code from UDC table 43C/AD that identifies an action you want the system to perform, such as a renewal reminder.

Recurring

Select this check box to have the system create an action record by copying all of the fields that are associated with the action date code and advancing the date required by one year. The system creates the new action record when you select the Closed check box to close the action.

Date Required

Enter the due date you want the system to perform or complete a task.

Closed

Select this check box when you have completed the task that is associated with the action date code. The system populates the Date Complete field when you select this check box.

Date Complete

Enter the date you completed the action item. If you leave this field blank, the system populates the field when you select the Closed check box.

Person Responsible

Enter the address book number of the person who is responsible for the action or task. If you leave this field blank, the system assigns the address book number associated to the user who created the action record.