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Changing Status from Missing to I have an Expiry Date

Feature Request

I’ve noticed a change to this where when you change the status to Expiry date it will auto populate today’s date but when you try to edit it, it won’t let you. If I try to edit the date, it will go back to the status of Missing. You need to accept the new prompt with today’s date and then have to go back to change the date. Just a small thing, but I prepered it before where it didn’t have you acknowledge a prompt

Posted by Laurie Ennik ·
Status: Rejected2 comments

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Comments2

  • Laurie Ennik

    •

    Sep 28

    Here is a snippet, so when I go to edit the date the prompt box comes up instead

    • Jessica Nardone

      Team•

      Sep 28

      Hi Laurie,

      Thanks for your feedback!

      We added this confirmation step very recently, to help prevent accidental changes to expiration dates. Previously, clicking into a field and clicking away could sometimes be recorded as an update even when nothing was actually changed.

      Now, when an expiration date is changed, the confirmation shows you the previous and new date so you can verify the change before saving. It also lets you know that the change will update the related reminders and escalation rules.

      As per your screenshot, I can see that it is giving you a message that by default, the renewal date will set itself to Sep. 28th, 2029 so that is 3 years from today’s date. So that means on the document type for this particular item you took a picture of, the ‘duration’ field is set to 3 years. So the system will say, ‘OK in general when we renew this document type it’s typically a 3 year period until it needs to be renewed’. But of course, after you click on ‘OK’, you can click back on the date field and adjust it to whatever you need it to be.

      You can adjust this field as per the screenshot below for the document type.

      If you have any other questions, we encourage you to come into Support so we can walk you through anything in real time.