Follow Up Actions

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Assign follow-up action based on question responsibility and the Customer/Site/Location within a Flow

The ability to set up a matrix of rules based on the Question Responsibility and CRM to denote which Team should be assigned FUAs based on the failing Question by default. This will then run the appropriate logic on generation of the Job related t...

Guest almost 2 years ago in Follow Up Actions 0 Future consideration

0 VOTE

Allow different Follow-Up Actions to be created for different Question/Answer combinations

Depending on the Answer/Question in the NHS 50pt check, different sorts of FUAs want to be generated (do they want to be sent via email to a nurse for anonymous complete or do they want to generate a Job for an mpro5 user). We want a centralised p...

Guest almost 2 years ago in Follow Up Actions 0 Future consideration

0 VOTE

Ability to customise data required when completing a follow-up action anonymously

The fields that display on the landing page are hard coded and may not suffice for all the potential use cases. For example, someone may wish to record a specific date, or addiitional notes, or some other data alongside?

Guest over 1 year ago in Follow Up Actions 0 Future consideration

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