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Matthew Garrett

Matthew Garrett

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Expand
titleCompleting a Follow Up Due Item - Click here to expand...
  1. From the Follow Up list, select a follow up item.
  2. Click Complete. The follow up item will automatically have the current date and time entered as the completion date and time and the item will disappear from the Follow Up Due dialog.
Expand
titleCompleting All Follow Up Due Items - Click here to expand...
  1. From the Follow Up list, select a follow up item.
  2. Click Complete All. The Complete All Follow Up confirmation prompt will appear.
  3. Click Yes to complete all items. The follow up items will automatically have the current date and time entered as the completion date and time and all of the items will disappear from the Follow Up Due dialog.
  4. Click Close. The dialog will close.
Expand
titleClosing a Follow Up Due Item - Click here to expand...
  1. From the Follow Up list, select a follow up item.
  2. Click Close. The Follow Up dialog will close.



  • The Complete and Complete All buttons can only complete a follow up item based on the following new rules for multiple users: 
    • If the follow up is not for a multiple user then it will be completed.
    • If the follow up is for multiple users but All Users to Complete is set to No then the follow up will be completed.
    • If the follow up is for multiple users and All Users to Complete is set to Yes, then a check will be performed to determine if all other selected users have completed their part.
      • If all users have completed the follow up item, then the follow up will be completed.
      • If all users have not completed the follow up item, then the follow up will remain incomplete.