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.

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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.

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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

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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.

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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.

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