This article is dedicated to the essential aspects of Follow-Up Tasks like the Follow-Ups pages, the Pass/Fail field, and the Follow-Up Form.
Follow-Ups let you report, assign, track, and close out issues on a job. With Follow-Ups, you get real-time field updates so issues can be addressed quickly with full office visibility.
Follow-Up Tasks
Follow-Ups give real-time field updates so issues can be addressed quickly with full office visibility. Users in the field can efficiently assign pre-filled tasks to themselves or another team member to indicate when an issue has been identified and ensure that the issue will be addressed.
Follow-Ups not only let the field users assign and close out issues on the job, but empower the office to also track and report on those tasks for full accountability.
Start using Follow-Ups
Once Follow-Ups are turned on for your account, a couple of noticeable changes will occur in your account.
Follow-Ups Page
The first thing you will probably notice is a new page in the left navigation labelled Follow-Ups. We will discuss this page in more detail in a subsequent article.
Follow-Up Settings
If you navigate to the Form Settings page, the second thing you will notice is the Follow-Up Settings block that has been added to the page. Click Settings to turn this setting on for this form.
On the next screen, check the box next to "Enable Follow-Up Tasks for this Form" and Save.
Pass/Fail Field
The third thing you will notice when Follow-Ups are active in your account is the inclusion of a Pass/Fail field under Choices in the Builder.
Please Note
This field can only be added to one (1) form per Department. Adding this field to more than one form, even if Follow-Ups are not turned on for a form, will give the user an error if they attempt to choose a failing option.
The Field Settings for Pass/Fail are simple and the Advanced menu includes settings that are standard across all forms. The primary difference for this field is that the Choices are static and cannot be edited at this time. The default for a new Pass/Fail field are the choices Pass, Fail, and N/A. Pass/Fail will also present as Single Choice Boxes in the Preview and on mobile.
Simply add a new Pass/Fail field to your form wherever it would be relevant, Save, and Publish your form to your users.
Please Note
The Pass/Fail field cannot be the Key Field of a Loop Screen or Table and therefore are not compatible with List screens, as Lists are essentially a repeating Key Field.
Follow-Up Form
The third and final thing you will notice is a new form on your Forms page called "Follow-Up" that appeared after a Pass/Fail field was added to a form.
*Click the image to expand.
This Form acts as a "sub-form" trigged by the Pass/Fail field on mobile. This contains the additional information your users will collect about the failed item. However, this form is hidden on mobile to reduce confusion for users in the field. This form can only be associated with one (1) form per Department.
Please Note
The form has a lock icon in place of the Edit Form icon because it is not possible to customize the Follow-Up form at this time.
Additionally, if your account has Departments enabled, this form may be missing from any Department that does not yet have a form containing a Pass/Fail field. This Follow-Up form will appear within the Department as soon as a form contains a Pass/Fail field.
Notice
When the Follow-Ups feature is enabled, users on the GoCanvas Windows Desktop application will see a form called Follow-Up. This happens because the Desktop app does not currently support the Follow-Ups feature and cannot filter out the form. The only way to remove it is to disable the Follow-Ups feature.
Assign the Follow-Up Form to your Users
The final step to guarantee that your field users can start using Follow-Ups is to Assign a Form to your Users. This must be done from the Forms page. Anyone can create a follow-up task, only those who are assigned to the "Follow-Up" form are able to be assigned and ultimately resolve the follow-up.
*Click the gif to expand.
Note
Follow-Ups are currently available to customer on the Max Plan but can be added-on to other plans. Please contact your Account Manager for more information.
Please submit a ticket to Support if you have an issue, or provide valuable feedback to our Product team at beta@gocanvas.com.
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