Configuring Change Important Dates Settings

Use the settings on the Important Dates tab to configure the Scheduled Implementation, Actual Implementation, Review, and Due Date fields in the Change record entry screen. You can require entries in those fields and set minimums, maximums, and defaults for the calculation of the date to display.  In the same way the default intervals, if set on a template, override the default intervals configured in Change Basics, the new settings from an applied template would take precedence. The Scheduled Implementation, Review, and Due Date fields are tied to notification functionality; warning notifications may be sent to configured recipients a specified number of hours before the date entered in these fields, and notifications may be sent to configured recipients after the date entered in these fields has passed.

Require Scheduled Implementation Date

Select On to require an entry in the Scheduled Implementation Date field in order for a Change record to be initially saved.

Minimum Scheduled Implementation Interval

Enter the lowest number of days (after the Change record open date) to be used in the calculation of the date to display in the Scheduled Implementation field in the Change screen.

Maximum Scheduled Implementation Interval

Enter the highest number of days (after the Change record open date) to be used in the calculation of the date to display in the Scheduled Implementation field in the Change screen.

Default Scheduled Implementation Interval

Enter the number of days (after the Change record open date) to be used in the calculation of the date to display by default in the Scheduled Implementation field in the Change screen.

Require Due Date

Select On to require an entry in the Due Date field in order for a Change record to be initially saved.

Minimum Due Interval

Enter the lowest number of days (after the Change record open date) to be used in the calculation of the date to display in the Due field in the Change screen.

Maximum Due Interval

Enter the highest number of days (after the Change record open date) to be used in the calculation of the date to display in the Due field in the Change screen.

Default Due Interval

Enter the number of days (after the Change record open date) to be used in the calculation of the date to display by default in the Due field in the Change screen.

Require Review Date

Select On to require an entry in the Rev Date field in order for a Change record to be initially saved.

Minimum Review Interval

Enter the lowest number of days (after the Change record open date) to be used in the calculation of the date to display in the Review field in the Change screen.

Maximum Review Interval

Enter the highest number of days (after the Change record open date) to be used in the calculation of the date to display in the Review field in the Change screen.

Default Review Interval

Enter the number of days (after the Change record open date) to be used in the calculation of the date to display by default in the Review field in the Change screen.

Interval Type

Select the basis for the default scheduled implementation, default review, and default due intervals: calendar days or business days.