The key dates data collection is where any dates of significance relating to the conveyancing transaction, for ease of tracking and avoid having to scroll through files, are captured. This collection is then exposed on the home screen of each matter.
The table below details the fields contained within the key dates collection. It is important to capture as many of the dates as possible, and update if changed.
**NOTE The key dates are also relied upon and and pushed through to the settlement calculator to calculate the various adjustments for the generation of the settlement statements.
|Instruction Date||Date instructions were received|
|Contract Date||Date contract was signed/entered into|
|Cooling off period ends||Cooling off period ends|
|Date of Auction||Date Auction is booked in for property|
|Date Calculator||Link to open up a date calculator. This will calculate the due dates for the various conditions based on the number of days entered. **NOTE these will then need to be manually added to the collection. At present they do not pre-fill after calculation.|
|Plan/Scheme Registration Due||Date plan is due to be registered by|
|Initial deposit due||Due Date that initial deposit is required to be paid|
|Balance deposit due||Due date if there is a balance of the deposit outstanding to be paid by|
|Finance due||Due date that finance is to be approved by|
|Building and Pest due||Due date of Building and Pest Reports to be undertaken|
|Pool Inspection due||Due date of pool inspection to be completed by|
|Special condition 1||Due date that special condition 1 is to be completed/adhered to|
|Special condition 2||Due date that special condition 2 is to be completed/adhered to|
|Special condition 3||Due date that special condition 3 is to be completed/adhered to|
|Special condition 4||Due date that special condition 4 is to be completed/adhered to|
|Special condition 5||Due date that special condition 5 is to be completed/adhered to|
|Unconditional date||Date that all conditions are to be met by and contract becomes unconditional|
|Settlement date||Date settlement is booked|
|Sunset date||The date which the developer is able to fulfill their obligations as stipulated in the contract|
|Adjustment date||The date which the settlement statement adjustments are to be adjusted from|
|Stamp duty due||Date stamp duty is due and payable|
|Priority Notice Expiry||Date priority notice expires.|
|Completion/File Closing date||Date matter is finalised and can be closed|
|Not proceeding/ Contract Terminated date||Date parties advised that the transaction is not proceeding|
Key Date Tasks Due
A number of automated tasks have also been set based on the conditions due. These tasks have also been grouped together under a taask view to assist with meeting the conditional. I list of the views can be here Konekta Conveyancing - List views for Conveyancing Add-on
Key Date Alerts
All date fields above have the inbuilt Actionstep alert function attached to them which will also assist your users in meeting deadlines.
To set an alert on any date field in the Key Date section, simply click on the 'GLOBE' icon to the right of the date.
This will then allow you to set an 'Alert' that will be sent to a person on the file.
You can choose
- when the Alert is sent by changing the 'Due Date'
- Who the Alert is sent to by changing the 'Assign to'
- What the message is by changing the 'Message text box' - which is prefilled with details from the matter
- What method the alert will be sent 'Email', 'Actionstep Pop message' or SMS (Note SMS does require additional costs to Actionstep for SMS Messages)