After a follow-up
Local planning guideCheck which document date the follow-up actually needs
Separate issue date, coverage period, expiry date and submission date because they answer different questions.
- Market
- UK
- Jurisdiction
- England
- Updated
Short answer
Check the date needed by the recipient rather than choosing one silently. Separate issue date, coverage period, expiry date and submission date because they answer different questions. Do not call a record current because only one of its dates is recent.
Useful context
Check which document date the follow-up actually needs
Issue, coverage, expiry, review and submission dates answer different questions; recency on one field does not make every part current.
The relevant distinction is the document date check decision when answering the property follow-up.
Action plan
Build the document date check control
Check the date needed by the recipient rather than choosing one silently.
Keep the document date check review reproducible by recording where each selected detail came from.
- Issued on: copy the issue date only when the document identifies it as such.
- Covers from: use the first coverage date printed on the document, not its issue date.
- Covers to: label the relevant period clearly so document date check cannot be read against the wrong dates.
- Expires on: copy the expiry date, keeping it distinct from issue and review dates.
- Reviewed on: record when the renter checked the document, separately from issue, coverage and expiry dates.
Practical example
Check which document date the follow-up actually needs: worked example
A statement was downloaded yesterday but covers an older month. The renter records both dates and asks whether the follow-up concerns the issue date or the period represented.
Keep in view
Risks to avoid with document date check
Do not call a record current because only one of its dates is recent.
Keep personal information relevant to the recipient's stated purpose and avoid adding sensitive material that was not requested.
Key points
Keep the reviewed document date check record
Finish by linking the document date check outcome to one person, one property and one reviewed version.
Questions
Common questions
Clear answers for the decisions people usually pause on.
Which date is the agent actually asking me to confirm?
Issued on: copy the issue date only when the document identifies it as such. Covers from: use the first coverage date printed on the document, not its issue date. Covers to: label the relevant period clearly so document date check cannot be read against the wrong dates. Expires on: copy the expiry date, keeping it distinct from issue and review dates.
Does one recent date make the whole document current?
No. You should not call a record current because only one of its dates is recent.
Keep building