Critical dates

Critical dates (lists) provide a way to keep an eye on actions that are saved in a client-service.  Actions are things like appointments and limitation issues etc. 

Overview

Critical dates are records listed (in a tab) in the service record. 

Critical dates records are generated if an action has a due date or reminder date.

Not all action types have due dates but any action type can have a reminder. 

How to create critical date records

  • Critical dates records are generated from Actions in the Actions tab in client: services.  
  • Actions are created from the Actions Tab by clicking the 'new' icon. 
  • Once you have set and saved an action with a due date or a reminder date, it will generate a critical date record which can be seen and managed in the critical dates tab and pages. 

 

Edit critical dates records?

Once a critical date record is created it exists separately to the action that created it. It could be edited or deleted.

Its generally recommended that ACTIONS are edited in preference to editing critical dates records. The recommended practice would be to delete any unnecessary critical dates records after any follow up edits are performed on the action, especially where dates are changed.

 

Where will I find critical dates? 

Frequently Asked Questions

What action types have due dates?

These are the action types that have a due date - and so will appear in critical dates lists if something is entered in the due date field.

  • Appointments
  • Court Attendances
  • Limitation dates
  • Reminders

The Critical Issue type has a non-mandatory due date. If you enter a due date a critical date record will be created.  

 

For all types: Critical dates records can be created by entering a reminder date.

 

NB. It is currently (at Sept 2017) possible to trick the system into adding due date for other actions but not recommended. This can occur when the action starts off as one type of action, and the user adds a due date and then changes the type. 

What makes something a critical date?

Any action that has a due date or a reminder date will automatically generate a critical date record when its is edited and saved. These records appear in critical dates lists. 

What makes something highlight red?

In Critical dates lists if the due date is today or in the past it will highlight in red

What makes something highlight yellow?

In Critical dates lists if the reminder date is today or in the past it will highlight in yellow

Why aren’t some things from the past red or yellow.  

If the postponed checkbox has been checked, it removes highlighting from Due date and Reminder Date

 

Can I delete critical dates?

Yes, as long as that is appropriate for your requirements.  These records are generated from action records. Once a critical date record has been created it has a life of its own. So you can delete the critical dates records without affecting the action record. 

Why don't the actions records and the critical dates records look the same?

Once a critical date record has been created it has a life of its own. Further edits of actions will probably create a new critical date record without deleting the original.  Critical date records need to be managed independently of action records if you make changes to action records.