Manually Assign a Follow Up

Written by Reina Gallion

Last published at: August 4th, 2021
  1. Go to the applicable Request Summary
  2. Click into the Follow Ups tab
    • If other follow ups have been assigned you will see them listed here.
  3. Click Assign Follow Ups
  4. Select the follow up form(s) to assign.
  5. Attach the follow up to a specific installment or the overall award. 
  6. Enter the Due Date.
  7. Select the user to assign to fill out the follow up.
  8. Click Assign Selected Follow Ups when done.
  9. The assignee will then see the assigned follow up forms on their dashboard (unless the Show Follow Ups with Decision Status setting is configured).
    • If you have configured the To Applicant when Assigned automatic email for the follow up it will also be sent at this time.
    • When assigning multiple follow ups to the same person, if each follow up has the To Applicant when Assigned email configured in the process, the assignee will receive multiple emails.

Follow ups must be completed in order according to their due date. When multiple follow ups are assigned, the assignee will not be able to edit the next one until the current follow up is marked complete by the administrator. If you'd like the assignee to work on more than one follow up at a time, give the applicable follow ups the same due date.