Followup an Item

Follow Up an Item (action)

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. Select the Followup Item button.
   1. This will take you to the associated item area i.e. Task or Result
4. Action the item accordingly i.e. Complete.
5. Select the History button in the Follow ups section.
   1. This will open the followups screen.
6. Select Complete to close the follow up (moved to Complete Tab).