Use this article to learn how to run an audit report across your cases for any rule change updates that may apply. Best practice is to run this report every 6 months, following major rule changes in your state (Jan 1 and June 1)


  • Go to "Reports"
  • Next to "Date Range report" click on the lighting bolt to change report type
  • Select "Rule Change Report"
  • Set your time frame as a year or two years out
  • View report
  • Resync



Step by step:

Go to "Reports"



Next to "Date Range report" click on the lighting bolt to change report type



Select "Rule Change Sync Report"

Set your time frame as a year or two years out

View report


Click Resync


All cases are up-to-date:



NOTE: 

1. Synced existing deadlines: If there are deadlines that are updated and since, your deadlines will automatically update on the calendar


2. Brand new deadlines: These deadlines will be added to your deadlines chart for existing cases, but won't be automatically added to the calendar. Please review your uncynced deadlines to a. sync or b. delete if not applicable