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,
Project and Due Date).
To see a list of Follow Ups Assigned using Requests & Decisions:
- 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.