7.10 Setting a Due Date

Analysts and supervisors 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.

Table 7-1 Behavior and Attributes for Due Date

Attribute Name	Value	Behavior
Due Date with edit	-	Users mapped to this role can set/edit/view the due date.
Due date with a 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 the 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

Menu	Analyst	Supervisor	Auditor
Open	Y	Y	N
Reopened	Y	Y	N
Requested for Approval	Y	Y	N
Rework	Y	Y	N
Approved	Y	Y	N
Cancelled	N	N	N
Acknowledged	N	N	N
Rejected from E- File	N	N	N
E-File Generated	Y	Y	N
Submitted	N	N	N

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 Set Due Date window is displayed.
2. Enter the comments in the Comments box.

   NOTE

   In the Comments box in the Request for Approval window, you can enter a maximum of 255 characters.

3. Select a date from the calendar.
4. Click Save. A confirmation message is displayed.
5. Click OK. The updated Report Details page is displayed.

The Audit section tracks both actions and comments entered while performing the Set Due Date

action.