Schedule Setup

Overview of schedule functionality

Schedule functionality allows you to create structured sets of schedules, populate date into them and then use the schedule to drive Case and Action due dates and Case launch dates when configuring Cases in Builder. This is often used for supporting scenarios e.g. Payroll .

The order of events to use Enate's schedule functionality is as follows:

  1. Create a Schedule Structure in Builder consisting of a number of key dates, e.g. 'Submission Deadline Date', 'Initial report Date', 'Credit Date' etc.

  2. Create multiple individual Schedules of dates against one of these structures.

  3. Link one or more Case processes to that schedule and then make reference to it when configuring your Case process.

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