Setting an Event Date

Cutoff eligibility in Event, Time+Event, and Interval+Event cutoff instructions depends on event date(s). A record folder is associated with:

Setting all event dates implicitly closes a record folder. Event dates can still be changed or unset before a record folder is cutoff, though changing the critical event date can also change a record folder's cutoff eligibility date. Learn more about closing record folders.

Note: Event dates can only be set on record folders.

Setting or unsetting an event date requires the Set Event Date entry access right.

To set an event date

  1. Select the record folder you want to set an event date on. You can only set an event date on a record folder associated with an Event, Time+Event, or Interval+Event cutoff instruction.
  2. From the Record menu, select Record Management Actions.
  3. In the Record Management Actions dialog box, select the Set Event Date option from the list on the left.
  4. In the list of possible events, select an event and click Set Event Date to open a calendar. Select a date and click OK.
  5. Click Done.
  1. Select the record or record folder you want to cut off.
  2. Select the More Actions button and point to Records Management.
  3. Select Set Event Date.
  4. Set one or more event dates and click OK.

To unset an event date

  1. Select the record folder you want to unset an event date on. You can only unset an event date for a record folder associated with an Event, Time+Event, or Interval+Event cutoff instruction.
  2. From the Records menu, select Record Management Actions.
  3. In the Record Management Actions dialog box, select the Set Event Date option from the list on the left.
  4. In the list of possible events, select an event and click Unset Event Date to clear the event date.
  5. Click Yes if prompted to confirm the unset event date action.
  6. Click Done.
  1. Select the record or record folder you want to cut off.
  2. Select the More Actions button and point to Records Management.
  3. Select Set Event Date.
  4. Delete the existing event date and click OK.