Software Update: Regulatory Deadline Tracking

Planning case detail showing the regulatory deadline, overdue badge, and deadline adjustment history

When a case template is set up with a regulated action interval (such as 60 days), every new case created from that template will automatically calculate and display its regulatory deadline. The deadline appears on the case detail page, on case cards, and in the case list for staff viewing. Cases that have gone overdue are clearly flagged with a red “Overdue” badge.

Planning case detail showing the regulatory deadline, overdue badge, and deadline adjustment history

If a deadline needs to be adjusted, it can updated from the case page. Updating a case requires a reason a Reason for Change, and every change is preserved in the deadline history. The original deadline, each adjustment, who made the change, and why are all recorded.

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