7.8 Setting a Due Date

Analyst and Supervisor can set a due date or modify an existing due date to provide a resolution to the report.

The Set Due Date action is available in the application only when an Administrator set the Edit Due Date Flag attribute to Y in the Application Parameters table. For more information, see the OFS Case Investigation Administration Guide.

Table 7-1 Behavior and Attributes for Due Date Fields

Attribute Name Value Behavior
Due Date with edit   Users mapped to this role can set, edit, or view the due date.
Due date with the view   Users mapped to this role can only view the due date.
Number of Days N When a report is created either manually or through action from the case, the application automatically sets the due date to action date + N calendar days. If the parameter is blank, no date is set. The default is five days.

Table 7-2 User Roles and Set Due Date Action Fields

Menu Analyst1 Analyst2 Supervisor Auditor
Open X X X  
Reopened X X X  
Requested for Approval X X X  
Rework X X X  
Approved X X X  
Cancelled        
Acknowledged        
Rejected from E- File        
E-File Generated X X X  
Submitted        

Note:

An auditor can only view the Due Date.
To set a due date for a report, follow these steps:
  1. On the Reports Details page, click Set Due Date. The Report Actions window is displayed.
  2. Enter the comments in the Comments field.
  3. Enter or click Calendar to select the due date.
  4. Click Save. A confirmation message is displayed and the Report Details page is updated with a new due date. The Audit page tracks both actions and comments entered while performing the Set Due Date action.