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Follow Up

Follow Up

Owned by Matthew Garrett
Last updated: Jul 24, 2024
2 min read

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Follow Up Overview

The Follow Up Overview screen is used to manage all comments that require further action to be taken. A follow up is a message for an individual that reminds them that some action needs to be taken for a job on a specific day. All follow up items for a job are viewable in the Follow Up list with the most recent at the top. Over the course of the job, a history of a job's follow up comments is retained for management records.

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A follow-up for a job can be entered at any time.

A follow-up that is associated with a comment is entered through the Production Comment dialog.

New Follow Up

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Creating A Follow Up Item

  1. Click New. The Follow Up dialog will be displayed.

  2. Enter the details.

  3. Click OK. The dialog will close and a follow up item will be created.

A new follow up can be added at any time by pressing Ctrl + F9.



A follow up item that is associated with a comment is entered through the Production Comment dialog. The Mark this for Follow Up? flag is set to Yes to automatically create an alert for a new comment.