The auto due date feature, if configured, will automatically populate the Follow Up due date at the time of approval, so you do not have to manually add the due date. This tutorial will walk you through the different options available for how the system will automatically generate the the follow up due date.
Note: you must first setup the auto due date feature and then approve the grant. This will not allow you to auto or batch assign follow ups to approved grants.
Choose from the type of Auto Due Date options
Select your options by clicking the drop down menu.
This option allows you to proceed without creating a rule for assigning that particular follow up. You will be able to assign that (and every other follow up) at the request level after a grant or scholarship has been made.
This allows you to set a specific due date and time for this follow up.
Example: a funder with a fiscal year that ends in June wants fiscal reports that would list any funds that haven’t been spent submitted by June 15 of that year.
Specific Date is the only Due Date that can be configured as a hard deadline, meaning that you can restrict users from bring able to submit the form after the due date has passed.
- Set your #
- Pick from Days, Weeks, Months or Years
- Select Before or After
- Choose the date field that you would like the Due Date to correspond.
- Note: Any date field from a form in that process as well as the approval date will be available to choose from. For example, you could have a follow up be due two weeks after the “Project End Date” if “Project End Date” was a question on your application. Or you could have it be due 13 months after the approval date for that request.
Example: a funder that asked what the Project Start Date and Project End Date were in the application wants a 6 Month Progress Report due six months after the “Project End Date”.
- Pick “Sliding Date” from the drop down
- Choose either “End Of” or “Beginning Of”
- Pick Month, Quarter, Year or specific month
- Note: These are based on the calendar year.
Example: a foundation with an annual meeting in October wants an interim report due from every grantee at the end of September so they can give the board an update.