Articles

• Everything you need to know about Key Dates

  A key date is a date that is important to the functionality of your work type. This could be the incident date of an accident, the date a service desk t...

• Working with Key Dates

  The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform th...

• Understanding Key Dates

  What is a Key Date? A key date is a date that is important to the functionality of your work type. This could be the incident date of an accident, the d...

• Create a Key Date

  You can create a key date in Modeller. Steps to Create a Key Date Browse to Modeller > Work type modeller > Task > Key date. Select the key dat...

• Add a Key Date to a Work Type

  After creating your key dates in the work type modeller, you can add them to a work type via Modeller. Key dates are inherited. If you wish to add a dat...

• Link a Key Date to a Participant

  You can link a key date to a specific participant as well as a work type in modeller. Launchpad > Modeller > Work type modeller, locate and select...

• Configure the Key Dates Aspect

  For a full view of key dates, the Key Dates aspect can be added to a work type blade. See the Add an Aspect to a Work Type article for more information ...

• Configure Key Dates

  There are a number of steps involved in configuring Key Dates. Create a Key Date Create a Key Date You can create a key date in ShareDo Modeller. Steps ...

• Key Dates in Workflows

  Key Dates can be used in Workflows. Create Key Date - Workflow Toolbox Create key date - Workflow Toolbox The Create key date toolbox item allows you to...

• Create an Ad-Hoc Key Date

  If you create an ad-hoc key date work type, this can be used for any date.  It allows the user to edit the description to be what they need it to be. Th...