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:
- On the Reports Details page, click Set Due Date. The Report Actions window is displayed.
- Enter the comments in the Comments field.
- Enter or click Calendar to select the due date.
- 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.