Setting Up Customized Critical Dates

Critical dates are important dates set up on human resource records that an X Dispatch user can be notified about. There are some predefined dates in the human resource records and customized dates can be created in the Global Options for use in the human resource record. 

Customized critical dates require X Dispatch 19.1 or newer.

Instructions

Set up how to enforce critical dates in Global Options.

  1. Click Options  in the toolbar.
  2. Go to the Dispatch tab.
  3. Under Enforce critical dates select how you would like to handle critical dates.

Set up custom dates in Global Options.

  1. Click Options  in the toolbar.
  2. Go to the HR tab.
  3. Under User Definable Date Fields, enter the Description of the custom date. 

    Quick Tip

    To delete a custom date click the Description then select the row by clicking in the gray box in the first column and press the Delete key. 

Set up critical dates in a human resource record.

  1. Go to MaintenanceHuman Resource.
  2. Add or select edit a human resource record. See Human Resources - New / Edit Human Resource.
  3. Go to the Dates tab. 

    Quick Tip

    Standard dates are in the top section and custom dates can be selected and added in the bottom section, User Defined Dates.