You can setup a Scheduled Auto Action to remind you when a date, like Home Study Expiration, is upcoming.
- Create a Template to be used for this Auto Action.
- Create a Scheduled Auto Action that runs daily. (Weekly can be used too, but only when the reminder is at least 30 days out to ensure it's not missed.)
- Set the the Criteria so that it will trigger X many days or months before the Expiration Date, which is usually done using the "Within # Months in Future" option. (You may need additional criteria like "Active = Yes" so to that it only triggers for active cases.) (If there is no Expiration Date Field, meaning its implied from the Received Date Field, then you should create a new Expiration Date field that uses another Auto Action to automatically set it based on the Received Date Field.)
- Click the "View Records Matching this Criteria" button on the Auto Action Details form to ensure your criteria is selecting the correct records.