Tasks: Start Dates for Recurring Tasks
Hi! I'm curious to hear how other organizations manage the Tasks feature for paperwork that is due on a recurring basis. Some of these tasks are easier to manage than others; for example: due dates for Quarterly Progress Reports don't change, so we can set them up on a recurring basis. However, others are not so simple. Our internal forms for Photo Release, Consent for Medical Treatment, Physical Exam, etc. that are due annually may be completed early or late by parents or residential providers which then throws off the next year's due date and can leave potential for being out of compliance with regulations. For example, an individual's physical is due 4/30/2023 but is completed 4/14/2023--as a recurring Task, next year's would show as due 4/30/2024 but would leave a two-week gap where we would be non-compliant.
Has anyone found a way to manage Tasks with dates that change frequently without relying on each Program Specialist to manage their own and put in new dates for each Task every time?