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Managing Dates

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You can very easily manage some date settings for an RO within Workflow by clicking on a card and going to the “Vehicle” tab. When you first bring an RO into Workflow, you’ll want to set up the Arrival date which will automatically

Step 1: #

Click on the RO card that doesn’t have the IN/OUT dates configured yet.

Step 2: #

Date Picker

Set the Arrived Date by clicking on the calendar icon to the right of the field and selecting the appropriate date.

RO Card Arrived Date

Step 3: #

Date Picker

If desired, you can override the calculated Target Date and set a custom Promised Date by clicking on the calendar icon to the right of the field and selecting the appropriate date.

RO Card Promised Date

Result #

The IN/OUT dates now show on the card and the indicator for ‘days remaining until delivery’ is calculated and showing a value.

RO Card Dates 2