follow up due
When setting the Auto Due Date for a follow up in Process Manager, if I select the Time Span option, the list of dates to choose from are:
Decision Date
Project application requesting fiscal sponsorship
Listing of Projects
Date resolved
Project End Date
Letter of Support
Fiscal Sponsorship Agreement
Project Start Date
I would like to have Date Follow Up Assigned included in that list.
And on a side note, I'm puzzled by the Fiscal Sponsorship-related options; is there a feature I'm unaware of that is specific to fiscally sponsored requests?
-
Debbie Mueller commented
Since posting this question, I've realized that the dates are all of the date fields that are contained in the forms in the process. I would still like to have the date the follow up is assigned to be an option in the list, even though it is a system date, rather than a date question on a form.
-
Debbie Mueller commented
Since first posting this, I've realized that the list of dates provided in the drop down list box when setting up an auto due date for a time span come from all forms in prior stages of the process. It would still be really helpful if you could include in that list the system field for the date a follow up is assigned. Before we release grant funds, there are two follow up forms we require of a grantee - the Grant Processing Information form and the Grant Agreement form. Because we process grant approvals in batches and want to provide the same amount of time to complete the forms to all grantees (i.e. 2 weeks), we don't want to base the due date on the decision date, nor any of the other dates in the LOI or Application. We want to base it on when the follow up was assigned, when the grantee was notified that they need to complete and submit the form, which varies based on what date the batch of approvals is processed.