I have compliance reporting to keep track of.
The reporting is grouped as follows
After each Disbursement Date
In each Group, there are many items to keep track of. For example, Annual reporting requires financials within 120 days from years end. Quarterly reporting requires financials within 60 days from quarter end. After Disbursement Date a Debt Service Coverage Ratio is required within 60 days from the Disbursement Date. I have many other items to keep track of in each group but for simplicity sake I am keeping it simple.
I will have to keep track of all this to an end date of 1/1/2020
I imagine some experts have designed something similar to this and can give me a few tips in how best to do this.
For example, do I make fields for all the items to track or is a calculated field better somehow? I am also thinking of a check box to track whether or not it has been completed.