The Follow Up menu option is available within a service workorder, quote or preventive maintenance order, client, head office, contract, or unit.
Follow Up's are actually a Schedule Marker with the additional feature of providing a jump button to open the specific workorder (or quote or PM) that the Follow Up is referring to.
A service workorder can have as many Follow Up's as desired, you are not limited to just one.
A Follow Up can be created at any time during the life of a service workorder - it can even be created when the service workorder is Closed.
An example of Follow Up use, is that you want your schedulable user to be reminded to contact a client at a certain date after work has been performed to confirm all work is still satisfactory and to see if there is additional service that may be needed to be performed. This is a way to confirm that your customers are happy, as well as to drum up additional business.
In this tutorial we will go over creating a Follow Up for a schedulable user for a specific workorder
1. Open an existing Closed sample workorder such as the sample data's workorder #44 (you can create a Follow Up for an open workorder as well as for a Closed workorder)
2. Select the menu option Follow up
3. The Follow Up selection window for this workorder will display.
If there are no existing Follow Up's for this workorder, nothing will show in the selection by default. If there was one or more Follow Up's for this workorder, the first Follow Up by alphabetical order based on the name will display by default.
4. Click on the 
to create a new Follow Up for this workorder
5. The Follow Up creation window displays - note looks just the same as a Schedule Marker
6. Select the specific schedulable user you want to create this Follow Up for in the Source selection
7. Enter in the Name field a descriptive name for what this Follow Up is about
8. The Start defaults to today's date and time, and the Stop to an hour later. Edit as needed. (make a note to yourself the date you enter so that we can review it on the Schedule screen later)
9. Select a Color which borders the Follow Up when viewing on the Schedule screen
10. Enter in additional Notes as needed
11. Select Save & Exit to return to the Follow Up selection window
12. If you want to view the Follow Up from this window, click on the 
to open it.
13. To exit out of the selection window back to the workorder, select 
or 
14. Now lets exit out of this workorder, and view the Follow Up on the Schedule screen
15. On the Schedule screen, see the Follow Up - it looks just like a Schedule Marker as that is what it is, just available for creation from a workorder as well as providing a jump button to open the workorder.
16. Double-click on it to open
17. Note how the Follow Up as a jump button to open the workorder it was created from.
NOTE: The schedulable user could subscribe to be notified when a Schedule Marker is imminent. As a Follow Up is in essence a Schedule Marker, the schedulable user can be notified via memo, popup, external email or external pager just before the Follow Up is due.
See also: