When a log entry triggers an alert due to an expiration date, it will appear on the Expiring Items screen. To address log entries that trigger with an alert that is NOT related to an expiration date, see Managing Compliance Issues.
Expiring items will turn orange in the app and magenta once they are expired. These items are also included in the weekly reports sent on Wednesdays.
Tracking Expiration Dates
- When creating a log, choose the Date column type to track expiration dates.
(For more details, see Adding Log Templates.)
How to Access the Expiring Items Screen
You can access the Expiring Items screen in two ways:
- From the RFX Main Dashboard.
- From the Logs Dashboard.
MUST KNOW! Only Super Admin, Full Access and Logs Super users for the facility will be able to see this function.
Managing the Expiring Items Screen
- Any log that triggers an expiration alert (within 60 days of expiration or past the expiration date) will appear here.
- The list will display:
- Log Name
- Category
- Last Updated
- Expired: Items that have expired will show a magenta box
with a number. - Expiring: Items that are expiring within 60 days will show an orange box
with a number.
- To view more details about an expired item, click the log row.
- To update an expiration date, click the Add Log Entry button
to add a new entry with the updated date.
