Setting/Deleting a Due Date on a Form

A Due Date can be set through Form Settings or Detail View.

When setting a due date via Form Settings you will be assigning the same due date for all users with the corresponding evaluation type and specific form. Only administrators with specific level rights can set dates on a form.

Option 1:  Setting Due Date using Form Settings:

Follow path: Evaluations > Component > Component Manager

The default value for Due Date is BLANK. A due date can be added to alert end-users and admins that the form is overdue. If the entered in the field has passed, a visual indicator (red circle with an exclamation point) will display in the Process, Admin, and Detail view for the administrator and on the Learning Plan tab for the user to alert them that the form is past due.

If adding a due date in the District Process of the Component Manager click on the edit pencil for the form you wish to assign a due date. Click the form settings tab and locate the Due Date field. Enter the desired due date. NOTE: Remember this date will need to be adjusted, if appropriate, on a yearly basis. 

 

Option 2: Setting a Due Date using Detail View:

Follow Path: Evaluations > Administration > Detail View

1. Once in Detail View, filter by the drop-down filters at the top of the screen. In the drop-down for component(s), be sure to select all the components with the same component name if you have selected multiple evaluation types. Next, select all forms you are wishing to assign a due date to. Select "Apply" button to apply the filters.

2. Select the checkbox(s) next to the forms you wish to assign. If you wish to assign a due date for all forms you filtered for, check the box next to “Element” and all elements will be selected. REMEMBER: If you have more than 50 forms that are selected scroll to the bottom of the page and increase the number of forms to include all forms.

3. Once you select the components the “Actions” button will appear.  Click on the “Actions” button to display the options and select “Set Due Date.”

4. The Set Due Date option will appear. Select the due date for the form from the calendar icon.

5. You can now create a filtered view in the Detail View to see the Element Due Date. This feature is under the column filters list.

6. The red exclamation mark will appear in the Process View, Detail View, and Admin View once the due date has arrived. If you hover over the exclamation mark, the due date of the form will display.

7. From the Admin View, evaluators can filter for Elements Past Due as long as forms have been assigned. From the Views drop-down, select Elements Past Due. Forms that are past due then appear in the list below.

8. On the user’s Learning Plan page, a red exclamation mark will appear once the due date has arrived. Hovering over the red exclamation mark will indicate the due date of the form as well as the date being identified within the actionable component.

NOTE: Please remember that the due date will need to be changed, if appropriate, on an annual basis.

 

Deleting Due Dates

Due dates can be set in Detail View or Form Settings. 

Deleting Due Dates via Detail View: 

Follow the path to Detail View: Evaluations > Administration > Detail View. Using the drop-down arrow under any column, scroll to the "Columns" fly-out. Scroll down to the Element Due Date and be sure the box is checked. Once checked, that column should appear. If it does not, uncheck some columns you don't need. This will allow for additional columns to be added and viewed.

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If elements have due dates, they will appear in this column.

Select the records that need their due date "removed".

Under the Actions drop-down, select "Set Due Date". Leave the date blank and click Submit. This will delete the due date.  

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Deleting Due Dates if set via Form Settings:

If you want to remove the due date via form setting, follow path: Evaluations > Component > Component Manager. Under the District Process tab of the Component Manager, under the Eval Type drop-down, select the type/s that have the form with the due date set. Click the "edit pencil" for the specific form with the due date.

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Once the form displays, under Form Settings, find the Due Date field and clear out the date. Click outside of the box to be sure it saves (yellow “saving” at the top).

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