7.6 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.

Table 7-1 User Roles and Set Due Date Action

Menu	Analyst	Supervisor
Open	X	X
Reopen	X	X
Requested for Approval Rework	X	X
Approved	X	X
Cancelled	NA	NA
Acknowledged	NA	NA
Rejected from E-File	NA	NA
E-File Generated	X	NA
Submitted	NA	NA

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.
5. Click OK. The updated Report Details page is displayed. The Audit page tracks both actions and comments entered while performing the Set Due Date action.