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Explanation of fields

The fields are relatively self explanatory. Those that impact dashboards, reports or require additional explanation are noted below. 

  • Actioned status
    • When first adding a key date, this will typically be set to either:
      1. Not actioned: This is used for those key dates that may require some sort of action or review. An example is reaching Age Pension age, which may require an application with Centrelink. 
      2. None required: This is used for key dates that don't require any action to be taken. It may be the date a client changes jobs. 
    • For those key dates that do require some sort of action to be taken, the status needs to be changed from 'Not actioned' to 'Actioned' when the task is complete. 
    • The actioned status in conjunction with the recorded date determine how the key date is displayed on dashboards. 
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