Complete a followup

Complete a Followup

From the CR Dashboard:

1. In the Main Menu, click Followups.
   1. The follow-ups screen will display the following fields for  any outstanding items
2. Select Show next to the relevant item for followup.
3. Review the item, from here you can:
   1. Follow up item - this actions the item flagged for follow up i.e. Task, Letter, Result
   2. Edit - allows for the dates to be modified.
   3. Complete - this completes the follow-up, displays the message "Followup was successfully completed"

Note: It is important to complete the associated item/task  (Follow up item)  before "completing" the Follow-up.