# 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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