What does the banner “documents to renew have no date yet” mean?
The setup installed documents to renew with their period (pest control contract every year, hood cleaning every six months…) but no starting point: as long as a record has no date, the tablet cannot compute a due date and no reminder will go out. The home-screen banner counts those records and offers “Set dates”.
Tap “Set dates”: the “Documents to renew” settings page opens, and each record concerned shows “Not dated yet”. Open it, pick “Last done on” (the date of the last document you have) or “Due on” (the planned date), then “Choose a date” and “Save”: the line shows “Next due date: …” and the banner disappears once every record has a date.
Tip: no date at hand? Pick “Due on” with a date soon; the task will remind you to file the document, which will then carry its real date.
Also in Documents
- How do I add a document (photo or PDF)?
- How do I attach a certificate or training record to a crew member?
- How do I activate a document to renew and set its due date?
- How does the reminder work, and how do I file the new document?
- How do I withdraw a document filed by mistake?
- Where do I find the documents register and export it?