6.2.2 Setting Due Date and Time
This section explains how to set a due date or clear existing due date set time (in hours & minutes) on cases.
- Set due date action sets a deadline to complete the action.
- Clear due date action clears the existing due date.
- Due Date actions are performed individually or with other actions.
- If the action is configured with default due dates, then that default date is
applied to the case when those actions are taken.To set a due date or clear due date and set time (in hours and minutes), follow these steps:
- Navigate to Take Action window. Or,
Navigate to the Case List page. Click the Case ID link. The Case Summary page displays.
- Click Take Action link. The Take Action Window displays. To set the due
date, select Set Due Date check-box. The Calendar field displays. Select
the due date. Enter the timings in (hours and minute/s) and click
Done.
Note:
Manually entered due date overrides the default due date configuration.Or, to clear the existing due date, select Clear Due Date check-box.
Note:
Clear due date action overrides the default due date configuration. - Enter comments. For more information, see the Adding Evidence section.
Optional: assign user or group of users or set case owner, see Taking Resolution Action for more information.
Note:
Entering comments is mandatory. If you do not enter comments, a warning message displays, indicating that some mandatory values are missing. Attaching documents is optional. - Click Save. The application records the action, updates the case
information, and navigates you to the refreshed Case List page or Case
Summary page based on from where you took the action.
Note:
- If you select cases in the Case List page with Closed status and try to set the due date, an error message displays.
- In the Case Summary page, if the case is in the closed status and try to set the due date, an error message displays.
- Navigate to Take Action window.