When you navigate to Followups within IntouchCheck, you will land on the Followups Dashboard. This view provides high-level metrics on followup activity.
On the left menu, below the followups dashboard, you can click to view filtered lists of followups:
Note: Each list will include only followups for checks completed at locations that your user has access to based on your individual hierarchy permissions.
In Progress
Includes all followups that are currently in the status 'In Progress'.
Assigned to Me
Includes all followups that are currently assigned to you.
Following
Includes all followups that you are currently following. By default, you will automatically follow any followups that you are the creator of, you have commented on, or you have been assigned to.
Note: You can manually follow any followup by clicking the bell icon on the followup. When the bell is solid, you are following
Open
Includes all followups that are currently in the status 'Open'.
Recently Created
Includes all followups sorted, in descending order, by date created.
Due
Includes all followups where the due date is the current date or later. This list is sorted in ascending order, by due date.
Overdue
Includes all followups where the due date is in the past. This list is sorted in ascending order, by due date.
Unassigned
Includes all followups where there is currently no assignee.
Resolved
Includes all followups that are currently in the status 'Resolved'.
Canceled
Includes all followups that are currently in the status 'Cancelled'.
If you find that the provided lists do not allow you to locate your critical followups efficiently, you can also create your own 'Custom List'.