When a NULL card has been routed to a DocBoss user(s) (either using a NULL routing scenario or manually), the action due date will be set in one of two ways:
- If there is a customer due date set: The action due date will be set to the same date as the customer due date.
- If there is no customer due date set: The action due date will be set to X number of days from the current date (based on the number of action turn around days set on the project - see article: Turn Around Days).
If the action due date should be adjusted, it can be manually modified from the outstanding actions page (Project Menu > Outstanding Actions) by opening the action and selecting a new date.
If a manually modified action due date should be updated to reflect the customer due date, this can be achieved in bulk. To do this, expand the "More Actions" drop-down and select the option to "Update Action Due dates for Null Cards."
Once clicked, the action due date for null cards will be reset to the customer due date. If there is no customer due date set for the card, the action due date will remain as it has been set (and can be manually adjusted, if required).
If the manually selected action due date occurs after the customer due date (e.g., Due date = December 1st; manually-set action due date = December 8th), the action due date will remain as it has been set and will not be updated using this function.