Response Follow-Up Tool
- The Response Follow-Up Tool allows users to add a Response Follow-Up Record for one or multiple individuals.
- A user needs to set up these required fields:
- Made By: This field is auto-populated with the logged-in user. You can select any individual with at least one Security Role from the drop-down menu.
- Follow Up Type: This field indicates what was done to follow up on the response.
- Follow Up Date: This field displays the date the follow-up action was completed. Click or tap the calendar icon to autofill the current date.
- Notes: This field includes notes the user has regarding the response. You can add up to 2,000 characters in a note.
- The tool resets after saving to allow you to add additional Response Follow-Up records.
Desktop
The Response Follow-Up Tool can launch from an open Response or a selection of Responses. If you launch the tool with a selection of responses, the number of responses displays next to Selected Responses.
Mobile
You can also launch the Response Follow-Up Tool can launch from an open Response on your mobile device.