What are Follow-Ups?

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.

Core View Project View

Pass/Fail Field

The second 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.

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.

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.

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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.

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.

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