How to Use Term to Calculate End Dates in Assurance
Who is this article for?Administrators who want guidance on using the Commencement Date and End Date default fields in Assurance.
Administration access is required.
1. Adding the Commencement Date and End Date fields
To use Term to calculate the End Date, add the default Commencement Date and End Date fields to your Register template. Term will automatically be included on your Form.
2. Using Term to calculate the End Date
Once your Register has both the Commencement Date and End Date fields, you can easily calculate the End Date by entering the Commencement Date and selecting a Term period, or the other way around.
For the Commencement Date, simply select when the contract or project begins. You can select a default term of 1, 2, or 3 years, or you can enter a custom term. The custom term can be a mix of years, months, weeks, and days.
Afterwards the End Date will be automatically calculated based on the Commencement Date and Term period.
3. Displaying the Term period
After entering or updating the Commencement Date or End Date, the selected Term period will be displayed.