7.3 Setting a Due Date

The Set Due Date action enables you to set a due date or modify an existing due date of a report. The due date is set for a report when the Generate USSAR Report action is taken in the Case Investigation Cloud Service. This is the date by which the SAR must be filed with FinCEN. The Due date is configurable, and by default, it is set to 30 days from the date of report creation request is sent from the Case Investigation Cloud Service to USSAR Cloud Service. It includes only business days excluding holidays and weekends. This period is configurable.

There are two roles defined for the Set Due Date functionality.

• Due Date with View and Edit: Users mapped to this role can view, set, and edit the due date for reports.
• Due Date with View: Users mapped to this role can only view the due date for reports

Note:

The roles are mapped based on the configurations in the Application Parameters table.

Table 7-1 Set Due Date Functionality Configuration

Set Due Date Action	Take Set Due Date Action	View Dates
Open	X	X
Requested for Approval	X	X
Rejected	X	X
Rejected from E- File	X	X
Approved		X
Cancelled		X
E-File Generated		X
Filed
Reapprove Required		X

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.

   Note:

   If the mandatory information is missing or invalid, a warning message is displayed.
2. Enter the comments in the Report Actions window. You can enter up to 255 characters.
3. Click Save. A confirmation message is displayed. It is mandatory to add comments to perform the action.
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.