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We are currently building a dashboard to help us plan out a process. The process has 5 steps and 5 different suggested dates we track towards:
Interview (Submission date +3)
Initial Pull (Submission date +10)
Production Pull (Due Date -5)
Peer Review (Due Date -3)
Final Peer Review (Due Date -1)
We also have a field we capture that shows where we are in the process.
Interview Scheduled
Initial Pull
In Progress
Peer Review
Final Review
I want to be able to flag any request that has a status that doesnt equal what it should be based on the current date.
EX: If interview date is before today and status is not moved to Initial pull or greater then flag.
Thanks so much in advance!!
could you help provide some sample data to help those who might help you?