Automatically stop tracking expiration dates when a home is closed
After we "discharge" a home, all items that were being tracked for an expiration date should automatically end rather than needing to go into each individual document.
18
votes
Mike Norby
shared this idea
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Sharon Kingsley
commented
This would save a lot of time when closing files.
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Amie Lujan
commented
This would be SO helpful and would save me a lot of time!! I see it working similarly to the existing setting to "delete if due after close date and case closed." Would love to see this available across the system for RES and GCM.
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Johanna Zorbaugh
commented
This would be extremely helpful and help reduce the time spent on family files that are no longer open with our agency. Once a family has been closed the document due dates no longer matter.