# Date ### **1. Introduction** The **Date field** in Unifize allows you to select and save specific calendar dates inside a checklist. It's used to track important process milestones like assessment dates, due dates, or closure timelines to make sure your team captures time-sensitive information in a clear, consistent format. You’ll see a Date Field in a checklist when the admin has configured it as part of the process. It is easy to use and optimized for audit, scheduling, and compliance workflows.
*** ### **2. How the Date field works** When interacting with a checklist, you'll recognize a Date field by the date input box and calendar icon. Here’s how it works: * Click inside the **date field** or on the **calendar icon**. * A calendar view will appear, allowing you to scroll or click to select the desired **day, month, and year**. * Click **“Done”** to save your selection. * Use **“Today”** to auto-select the current date or **“Clear”** to remove the entry. * If the field is **locked** or **read-only**, you’ll be able to view the date but not change it. * The calendar auto-adjusts based on your selections and ensures proper formatting, so no manual entry is needed. However, if you wish, you can manually add the date as well. *** ### **3. How the Date field helps you** The Date Field ensures you're entering valid, standardized dates that help teams stay on schedule and accountable. #### **Examples of When to Use It:** * Recording when a CAPA was completed * Setting a due date for assessments * Logging the review date of a deviation * Scheduling an audit or inspection * Tracking planned vs. actual implementation dates #### **Why it helps:** * Eliminates formatting errors (no more typos or inconsistent date formats) * Ensures dates are recorded using a standard calendar interface * Makes it easier for other users or auditors to understand event timelines * Supports filters and reports that rely on date fields * Prevents data gaps in time-based workflows *** ### **4. Technical workflow** Here’s how the Date Field fits into your checklist completion process: 1. Open a checklist where the field is configured. 2. If visible and editable, you’ll see a date field with a calendar icon. 3. Click the field to open the date picker. 4. Select the appropriate date, then click **Done**. 5. Your entry is saved automatically as part of the checklist. 6. If the field is required or conditionally shown, you may not be able to proceed until it’s filled in. > Some fields may appear only after certain conditions are met (e.g., when a checkbox or dropdown has a specific value). If a field is missing, locked, or greyed out, it’s likely based on the admin’s logic settings. *** ### **5. Roles and permissions** | **Role** | **What You Can Do with Date Fields** | | ------------------- | -------------------------------------------------------------------------- | | **Org Member** | Can view and select dates in editable Date Fields | | **External Member** | Can interact with the Date Field only if it's visible and editable to them | | **Admin** | Not applicable for end use—admins configure date logic and behavior | If you're unable to interact with a date field, it may be hidden, locked, or restricted based on your role or the current checklist status. [🖊️Edit this page](https://www.notion.so/User-v-214860e6b45e80718057ca14ec4b6b15?source=copy_link)