Expiration Dates

Content

  • Introduction
  • Explanation and Purpose of Expiration Dates
  • Security Level Requirements and Access
  • Configuring an Expiration Date

Introduction

This article is meant to provide you with details in configuring Expiration Dates for Activity Types and Report Types. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedReach.com. 

Explanation and Purpose of Expiration Dates

Expiration dates track when a recorded event, document, or training needs to be performed again or an updated version collected. If you have a Due Date for an Activity Type or Report Type, you cannot have an Expiration Date as well.

An example of an expiration date is a Driver's License. When you upload a scanned copy of a driver’s license, you are able to track when a new one needs to be collected, based on the date you record from the license.

Expiration Dates appear on each worker’s task list, similar to a “Due” item. The Expiration Date is updated by adding a new version of the same activity type or report type. Only the latest Expiration Date is tracked for each activity type or report type.

Security Level Requirements and Access

You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace.

Configuring an Expiration Date

From an Activity Type or Report Type, click on the General tab, and scroll down to the “Configuration” field, to access “Options”. The second check-box option is for Expiration Dates.

Image: “Expiration Dates Access Screen”

Check “Expires after” and then select the point at which you want this Activity Type or Report Type to expire.

Image: “Expiration Dates Options Screen”

  • Use daysmonths, or years when there is a known expiration period with no exceptions. For example – “X expires every 2 years.”
  • User-specified dates for are typically entered for documents such as driver’s license, car registration, or when the expiration date varies. 

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