How does an asset's effective date affect due dates on checklists and forms?
If you set an effective date for an asset on the Management > Assets > Asset > Details sub-tab, Helm CONNECT will compare it to the effective date on checklist and forms templates to calculate when items based on those templates are due:
- If the asset’s effective date is after the template’s effective date, the asset’s effective date will be used to calculate the first due date.
- If the asset’s effective date is before the template’s effective date, the template’s effective date will be used to calculate the first due date.
NoteModifying an asset’s effective date will affect the due dates for any checklists or forms that haven’t yet been completed but not the due dates for completed items.