Response Best Practices
Review best practices to manage responses, including creating a process or workflow with an example, and how to complete the response.
When working with Responses, it is important that a SPoC creates a process or workflow. Process steps fire in order one at a time, creating tasks for the responses. Process steps must include how to follow up with a response until it is closed.
Response Workflow Example
Complete the Response
- In the navigation menu, click .
- Open the response.
- Click Edit Record.
- Select the appropriate response result from the Response Result drop-down list.
- Click Complete.
- Click Save.
- The task closes and the yellow dot turns green.
- The Closed field sets to Yes, removing the response from the Open view.