Follow Up Request

Purpose:

Inter-office communication that is case related. Each request is a thread that can be responded to until the request is closed. Each response will show up on the designated users work list.

Navigation Tips: By clicking on the Create Request button or the Add Response button, the user will be taken to the popup to input Requested information and/ or Response information. The highlighted yellow fields are required fields.

Using the grid:

• Users can create a new Follow Up Request item to designate it to an individual or to a role
• To enter a response, select a desired line item and click the button + Add Response
• Only the creator of the Follow Up Request can "Close" the line item thread
• Users can drag a column header and drop to group your results specifically for that column.
• Or you can click on the funnel icon located on every column header to filter your results. The user can select from various filter options.