Date

1. Introduction

The Date Field in Unifize allows users to select and input calendar dates directly within a checklist. It's ideal for capturing key dates such as due dates, assessment dates, implementation timelines, or review milestones within any record-based process.

With support for conditional logic, default display behavior, and prompts, the Date Field ensures that critical time-based information is consistently and accurately collected across workflows like CAPAs, validations, audits, and more.

2. How the Date Field works

When configured, the Date Field appears as a simple date selector inside the checklist. End users:

• Click the date input box to trigger a calendar pop-up.

• Select the appropriate date using the calendar interface.

• Click “Done” to confirm the selected date.

• Can clear or edit the field if it is not locked or read-only.

• The calendar view auto-adjusts for month/year and includes quick access to Today and Clear options for usability.

The Date Field ensures consistency, accountability, and automation based on time-sensitive events. Unlike free-text fields, it enforces proper date formatting and integrates cleanly with workflow deadlines and status transitions.

• CAPA due dates

• Assessment completion dates

• Planned vs actual implementation dates

• Guarantees consistent date format and data quality

• Enables date-based workflow automation and reports

• Prevents user error from free-text date entry

Field accessibility is governed by checklist conditions and user permissions defined during setup.

In the Date Field Settings tab, admins can define the following:

• Field label: Name of the date field visible to end users (e.g., “Assessment Date”)

• Placeholder: Shown when no date is selected (e.g., “Add date”)

From the Prompts and Layout tabs, you can configure:

• Column Width: Full width or half-width based on checklist layout

• Visibility Behavior: Choose if the field starts collapsed or expanded

The Conditions tab allows admins to control when the date field appears, is required, or becomes editable. These behaviors help tailor visibility based on checklist logic.