Set 'required by' date on checklist items to identify overdue items - configuration option

Owned by Fiona Hardy, created
Last updated: Dec 21, 2023
4 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which allows a ‘required by' date to be added to required checklist items, this allows items to be reported on by ‘required by’ date and overdue items to be identified in grids

Once a checklist item with a ‘required by’ date is marked as completed or not needed, the item will be removed from any overdue report/list

To enable this configuration option, click here to contact Reapit Support

For more information on checklists, click here to skip to the bottom of this article

1. Enter ‘required by’ date

From checklist (e.g. pre-instruction checks):

  • Items that allow a required by date to be set have a date field beside them

  • Click the calendar icon and select the relevant date

Items with a 'required by' date option is dependent on configuration (see introduction)

2. Reporting

A required by date criteria option is available for any report that includes checks (where ‘required by’ date functionality is enabled)

From Power Report:

  • Select report type (e.g. Property Report with Pre-Instruction Checks added as a Linked Record)

  • Select Required by date and enter the date range to report on

3. Show overdue checks in grids

After running a report or viewing a grid via the Organiser where check detail can be returned, overdue checks can be identified

A column showing overdue check information needs to be added & saved to the relevant grids first

From the grid:

  • Right-click over the column headings, select Pick columns and click More

  • Tick Overdue <xx> Checks (xx = the type of check relevant to the grid) and click Accept

  • The new column is added to the far right side of the grid - click and drag the column heading to the desired position

  • Right-click over the column headings again and click Save grid layout

Overdue checks column added & saved

  • The column will now show when using this type of grid again - grid functions can be used to sort or filter by content

    • To sort the list, click the column heading

    • To filter the list by content, click to the right of the column heading (to view filter icon) and enter search text

Checklist functionality

Checklists help to ensure that specific processes and checks are being followed and logged
A range of checklist types are available and contain items specific to your business requirements

Users are required to mark off items as needed/not needed/in progress/completed - for some checklist types, items can be mandatory or optional and can also require documents to be uploaded as part of the check

The 'required by' date can be set on any/all item(s) within the following checklist types:
(for more information on each checklist option available, click the link)

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