7.10 Setting a Due Date
Analyst or Supervisor can set a due date or modify an existing due date of a report to close or report to the regulator by that date.
The Set Due Date action is available in the application only when an
Administrator sets the Edit Due Date Flag attribute to Y in the Application Parameters
table.
Behavior and Attributes for Due Date table explains the behavior and attributes
for the Due Date.
User Roles and Set Due Date Action table explains the statuses in which the Analyst
and Supervisor users can perform the Set Due Date action.
Table 7-2 User Roles and Set Due Date Action
| Roles | ||||
|---|---|---|---|---|
| Menu | Analyst1 | Analyst2 | Supervisor | Auditor |
| Open | X | X | X | |
| Reopened | X | X | X | |
| Requestedfor Approval | X | X | X | |
| Rework | X | X | X | |
| Approved | X | X | X | |
| Cancelled | ||||
| Acknowledged | ||||
| Rejectedfrom E- File | ||||
| E-FileGenerated | 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 Set Due Date window is displayed.
- Enter the comments in the Comments box.
- Select a date from the calendar. 4. Click Save. A confirmation message is displayed.
- Click OK. The updated Report Details page is displayed. The Audit tab tracks both actions and comments entered while performing the Set Due Date action.