How to build a claims list

[mike60smart]

Just to clarify - the Auditor is just Auditing the Employee a number of times during the Month.

The Auditor is NOT auditing any specific Tasks ?

[mike60smart]

Hi
Does the attached screenshot cover your process correctly ?

Task a has been audited
Task b is in the process of being audited and the date of the audit is not 5 days more than the Task date.

[CarlettoFed]

Attach the Excel file, so you can have a clearer idea, replacing the sensitive data with other random values.

[Kailef]

Hi
Does the attached screenshot cover your process correctly ?

Task a has been audited
Task b is in the process of being audited and the date of the audit is not 5 days more than the Task date.

Sorry. It has been awhile since I last posted. I have been unavailable due to a severe illness. I'm back now and yes, this is very close to what I'm looking for with a slight addition.

I need to ensure that if an auditor was to attempt to complete task b, that it would not only pop up an error or give them a similar alert like you have if the Audit Date is less than 5 days after the previous Task Date that's completed, but if it is 5 days or after the previous task completed but it's less than 5 days after the previous audit date on task is, then that same alert happens.

I am guessing your date format is DD/MM/YYYY.

So it's say this is the example.

Task A - Task Date 6/11/2023 - Audit Date 9/11/2023 - Completed
Task B - Task Date 7/11/2023 - Audit Date 14/11/2023
Alert happens because the previous Task Date on Task A that's been completed is less than 5 days than the task date on Task B

Another Example
Task A - Task Date 6/11/2023 - Audit Date 9/11/2023 - Completed
Task B - Task Date 11/11/2023 - Audit Date 13/11/2023
Alert happens - Even though the Task Date on Task B is 5 days or more after Task A that's been completed, the Audit Date on Task B would alert the auditor to show them it can't be done because the Audit Date on Task B is less than 5 days after the Audit Date on Task A that's been completed.

So to put it simply, tasks are completed on a specific date. The audit date may happen later that same day or several days later. We have to make the 2nd audit date is at least 5 days after the previous task date that's been completed but also at least 5 dayhs after the previous audit date on that previous task that's been completed. The same could be said for the 3rd audit. The 3rd audit has to be at least 5 days after the previous task date that's been completed(task 2), but also at least 5 days after the audit date on task #2 that's been completed.

[mike60smart]

Well it looks like the rules have changes somewhat. Best of luck with that.

[Kailef]

Well it looks like the rules have changes somewhat. Best of luck with that.

Well, the rules never changed. Maybe there was some confusion.

Your method shows it can prevent at least one of those 5 day rules, but I'm guessing there's no way to prevent both?

[ArviLaanemets]

'What about weekends!'
CJ_London asked this previously, without answer. So I repeat this, but with add-on '... and about holidays!'. In some countries may be 3-4 days long holidays (+ 2 weekend days occasionally). Maybe this is not a problem for your country, but ...

[Kailef]

'What about weekends!'
CJ_London asked this previously, without answer. So I repeat this, but with add-on '... and about holidays!'. In some countries may be 3-4 days long holidays (+ 2 weekend days occasionally). Maybe this is not a problem for your country, but ...

I apologize for missing that question.

Weekends, holidays, etc...they all count. This is for a client that is open 24/7, even on holidays such as Xmas. So