You can see what follow ups have been assigned and are still in the draft status by going to the Follow Up Draft
bucket on your Dashboard
or using the Requests & Decisions
tool.To see a list of Follow Ups Assigned from the Dashboard:
- Go to the Dashboard.
- Scroll down to the Follow Ups Stage.
- Click on Draft.
This takes you to a list of all follow ups that have been assigned but not submitted. Submitted follow ups will be in Submitted. This list can be sorted by the headers (Process, Organization, Applicant, To see a list of Follow Ups Assigned using Requests & Decisions:
Project and Due Date).
- Click Requests & Decisions.
- Click the box next to Follow Up Draft to select it.
- Click Search.
You can narrow your search by selecting a process from the drop-down list or entering a date range before you search.
A list of follow ups assigned can also be built in Reports
with a Follow Ups type report.