Follow Up Auto Due Date Options

Written by Hanna Smith

Last published at: March 15th, 2019

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 follow up due date. 

  1. First, choose from the type of Auto Due Date options, select your options by clicking the drop down menu.
    • Not Using - 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.
    • Time Span - This allows you to set the Follow Up due date based on the number of days, weeks, months, or years before or after the decision date,  or any other date field created in the process.
      • 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”.
    • Specific Date - This allows you to utilize a calendar to select a specific due date and time for the Follow Up to be due.
      • 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.
    • Sliding Date - This option allows you to select a due date at the end or beginning of the month, quarter, year or specific month after the decision date.
      • 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.
  2. Then complete the following fields so that the Auto Due Date will set to the correct date for your process. 
  3. Finally deiced if you would like to use the Hard Deadline feature. Turning this on will restrict applicants from submitting the form after the deadline has passed. 

Note: you must first set up the auto due date feature and then approve the grant. This feature will not allow you to batch assign follow ups to approved grants.