The Due Date of Checklist items marked Done or N/A no longer recalculates, allowing firms to detect when items are completed early, on time, or late. Instead, the Completed Date and Completed By columns will display the date and staff that completed these items. Because of this change, the criteria for calculating the Due Date of Child items, Reopened items, Repeating items, and LIM items in OPEN Cases are defined below.
Child Items
When a Parent item is in any status and the Due Date is changed manually, then the Due Date of all (Open or Completed) Child items will be recalculated based on the parent's updated Due Date (+/- Days).
When a Child item with a Ref equal to the Checklist Code of a (non-LIM) Parent item is completed and a Child item is created, the Due Date is initially calculated based off the Parent's Completed Date (+/- specified Days) instead of the Due Date. In other words, because the Due Due of a completed Checklist item is no longer being changed, any new Child items being added as a result of the completed Parent item will calculate off the Parent's Completed Date.
When a Child item with a Ref equal to the Checklist Code of a (non-LIM) Parent item is added to the Primary or Auxiliary Checklist of an OPEN case and its Parent is already marked Complete, then the Due Date Ref for each added item is initially calculated based off of the Parent's Completed Date (+/- specified Days) instead of the Due Date.
If a Checklist item with a Ref not equal to the Checklist code of a Parent item and the item's Ref is changed to the Checklist Code of a (non-LIM) Parent item (making it a child), then the Due Date Ref is initially calculated based off of the Parent's Completed Date (+/-) specified Days) instead of the Due Date.
When a Checklist item with a Ref equal to the Checklist Code of a Parent item and the Checklist item's Ref is changed to the Checklist Code of a different (non-LIM) Parent item, then the Due Date Ref is initially calculated based off of the new Parent's Completed Date (+/- specified Days) instead of the Due Date.
Reopening Items
Where there are open children of a closed Parent item and that Parent is reopened, then all open children Due Dates will be recalculated based on the parent's previous Due Date.
Where there are closed children of an open Parent item and the Child is reopened, then the Due Date of the Child item will recalculate based on the Parent's Due Date.
Where there are closed children of a closed Parent item and the Child is reopened, then the Due Date of the Child item will recalculate based on the Parent's Completed Date.
Repeating Items
Repeating checklist items where Auto Repeat is OFF, will use the Current Date as the Due Date when the item is Open (first occurrence).
• When the item is marked Done and is set to repeat (second occurrence), the Due Date is recalculated adding the number of specified Days to the date marked Done.
Repeating checklist items where the Auto Repeat is OFF AND the item is added manually from the Case Checklist Tab, will use Current Date + specified Days as the Due Date.
Repeating checklist items where the Auto Repeat is ON, will use the the Current Date + specified Days as the Due Date.
Where there is a (non-LIM) repeating checklist item and the item is marked Done and (if) it resets, then the new Due Date will calculate based on the Current Date + specified Days.
Where there is a (non-LIM) auto-repeating checklist item and the item is marked Done and (if) it resets, the new Due Date will calculate based on the Current Date + specified Days.
LIM Items
Where a LIM checklist item (whether Child, Parent, or Repeating) is marked Done, then the Due Date remains unchanged.