Inserting Date Field Properties

You can insert various field properties into your document.

Note: The Date Format setting in Company Setup > General Properties determines the date format shown in these field properties.

Insert a date field property

From within a document, place the cursor where you want the link inserted.
In the PolicyTech Tools menu, expand Insert Properties.

Expand Dates, and then click the name of a field.

Date Field Property	Description
Content Effective Date	A document's content effective date is an editable field that can be set prior to or after a document is published. This date can be used to signify updates or changes to the document. The content effective date you insert is the same as the one shown in the Overview (Overview > Properties).
Date Approved	A document's approval date is set when the last assigned approver accepts the document after all other approvers have accepted it, or when an administrator sets the document as approved. Each version of a document has its own approval date. Until a document is approved, this field contains "Not Approved Yet." If all the following are true, PolicyTech is set up to use a document's external review date as the date approved. A date is provided for the document's External Review Date setting (Properties Wizard > Settings > Advanced Settings > External Review Date). This is version 1 of the document. then, the document's External Review Date value shows instead of the date when the document moves from the Approval status into Pending or Published. If External Review Date is being used as the approval date, then changing the External Review Date setting will change the approval date. The approval date for a specific version cannot change once it has been set. The approval date you insert is the same as the one shown in the Overview (Overview > Properties).
Date Archived	A document is automatically archived when a new version of the same document is published or when a replacement document is published. A document owner or administrator can also manually archive a document (More > Archive). Once a document has been archived, the archive date for that version of the document does not change. The archive date you insert is the same as the one displayed in the Version History page of the Overview for the version of the archived document (Overview > Properties > Version History).
Date Created	A document's creation date is set the first time a draft document saves, which typically happens the first time the document owner clicks Save, Next Step, or Edit Document in the Properties Wizard. The creation date is specific to a document version and a new date is set each time a new version is first saved. The creation date cannot change. The creation date you insert is the same as the one shown in the Overview (Overview > Properties).
Date Last Modified	This date captures whenever a document's contents changes. The date updates each time one of the following occurs. A document owner, proxy author, or writer makes changes in edit mode. A reviewer or approver revises the document. An administrator edits the document in its current state. The last modified date you insert will be the same as the one displayed for the latest unapproved version in the Version History (Overview > Version History).
External Review Date	This is an optional setting in the Properties Wizard and is useful for adding information to imported documents. The External Review Date option is only available when creating a new (version 1) document (Properties Wizard > Settings > Advanced Settings > External Review Date). The document owner or administrator can change the external review date only while version 1 of the document is in Draft or Collaboration status. If no date is entered, this field contains "No Date Set". The external review date you insert is the same as the one shown in the Overview (Overview > Properties).
Last Periodic Review Date	The last periodic review date is set when a document is approved, which means that the last periodic review date is typically the same as the approval date. The last periodic review date of a published document resets only if the document owner or administrator change the review interval in the Properties Wizard > Settings > Advanced Settings or by selecting No Revision Necessary (More > No Revision Necessary). Because assigning a periodic review date is optional, if one is not assigned, the inserted field contains "No Review Date." The only place to view the last periodic review date besides the inserted property field is in a published document grid in Browse with the optional Last Reviewed column activated. (In any Search or Browse document grid: > Show/HideColumns > Last Reviewed > Done).
Next Periodic Review Date	By default, a new document is set to be reviewed one year from the approval date. The document owner can also choose a different review interval as well as a specific initial review date, in which case the next periodic review date will be the specified number of months after the specified initial review date. The next periodic review date of a published document is reset only if the document owner or administrator changes the review interval in the Properties Wizard (Properties Wizard > Settings > Advanced Settings > Review Interval) or by selecting No Revision Necessary (More > No Revision Necessary). Because the next periodic review date is not set until a document is approved, this field contains "Not Approved Yet" before the document is approved. Also, assigning a periodic review date is optional. If one is not assigned, the inserted field contains "No Review Date." The next review date you insert is the same as the one shown in the Overview (Overview > Properties).
Original Creation Date	This is an optional setting in the Properties Wizard and is useful for adding information to imported documents. The creation date for an imported document is set when the document imports. After the document imports, the document owner or administrator can indicate the original creation date in Properties Wizard > Settings > Advanced Settings > Original Creation Date. The document owner or administrator can change the original creation date anytime in any active (unarchived) document.
Publication Date	The publication date is typically the same as the approval date, because, by default, a document is published at the same time it is approved. However, the document owner can set a specific publication date. If the publication date is later than the approval date, the document remains in Pending status until the publication date. Each version of a document has its own publication date, which does not change. Until a document is published, the inserted field contains "Not Approved Yet." The publication date you insert is the same as the one displayed in the Overview (Overview > Properties).
System Date Approved	System Date Approved is only useful when all the following are true: PolicyTech is set up to use a document's external review date as the date approved. A date is provided for the document's External Review Date setting (Properties Wizard > Settings > Advanced Settings > External Review Date). This is version 1 of the document. In this situation, the Date Approved property will show the External Review Date value. Insert the System Date Approved property to show when the document moved from the Approval status into Pending or Published. If all the above are not true, System Date Approved will be the same as Date Approved. The approval date for a specific version cannot change once it has been set. The system approval date you insert is the same as the one displayed in the Overview (Overview > Properties).

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