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:
- 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.
- 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.