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

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

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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

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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

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

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• 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

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