|Doc Type||The document type on which the date is available or required on the Date tab. If blank, the date type applies to all Doc Types.|
|Doc Date Name||The name of the date type for the specified Doc Type.|
|Sequence||A number determining the order the date types appear on the Description drop-down on a particular Doc Type. Zero (0) is first, the next highest number is second, etc. For example, based on the previous picture, Original would come before Commitment Current on a Commitment document.
Note: A sequence of -1 means the date type will not appear on the drop-down.
|Is Required||Whether the date type will appear automatically on the document’s Date tab or will appear as an option on the Description drop-down on the document’s Date tab.|
|Include Start||Whether or not users are allowed to enter a start date.|
|Include Finish||Whether or not users are allowed to enter a finish date.|
|Alert||Whether or not there is an Alert type for this Date type. Such an Alert would be included in Alert type lookups.|
|Active||Whether or not the date type can be used and selected in sfPMS.|
|Date Names Like||Type the first few characters or use the wildcard (%) to find one or more date types by Doc Date Name.|
|Doc Type||Select a Doc Type from the drop-down menu.|
To add or edit a date type:
- Click Add a row or Edit.
- (optional) If you want the date type to apply to just one Doc Type, select it from the Doc Type drop-down menu.
- In Doc Date Name, enter a descriptive name for the date type.
- In Sequence, enter a number.
- Under Is Required, Include Start, Include Finish, Alert, and Active select the desired checkboxes.
- Accept and Save your changes.
Note: Once a Date Type is used on a document, it cannot not be deleted.