Automation to use review dates

Review Dates

It would be a real improvement if we could allow a client's next review date, and possible also the previous review date, to update automatically. We currently have 'Annual Review' workflows that are automated within 'Annual Review' cases, however our final step in the process is to manually update the previous and next review dates onto next year. If a step in the automation could be 'when Annual Review case is complete, move previous review date to today's date' and 'when Annual Review case is complete, move next review date to 365 days from today's date, or something similar, this would take out this manual step which, at the moment, is leaving in a chance of human error and future annual reviews, which are an FCA requirement, being missed.

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Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Automations

Date

12 months ago

Author

Mike Cound

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