Follow-up Activity Report

Looking to see the actions taken by your team on their assigned Follow-ups?

By running the Follow-up Activity Report you can easily view the Follow-up activity performed by your team on any date range selected. 

(Note: Only Account Administrators & Managers can generate reports.)

1. When signed in to the system, click on the Reports tab in the left-hand menu bar. Once the menu is open, click on the Follow-up Activity report.

   

2. On the blue left-hand menu, click on the blue View Filters Selected button to add report filters. (Note:  By default, the report will display the previous day's data.)

   

   

   You can filter on the following parameters:

   a. Date Range

   b. Search Inspection ID - enter the Inspection ID # to narrow down your results to a specific inspection. 

   c. User

   d. Assignment

   e. Inspection Template

   f.  Location Model - i.e. Patient Rooms, Waiting Areas, etc.

   g. Campus

   h. Building

   i.  Floor

   j.  Area

   k. Room

   
   

   The report data will update automatically as the filters are applied. To collapse the Filters menu once you are done applying your filters, click on the white arrow on the top left side of the Filter menu.

   
   

3. There are 10 elements to this report: 

   

   a. Date of Activity - date the activity occurred.

   b. User - user that performed the activity.

   c. Location - the location the follow-up was assigned.

   d.Question - inspection question.

   e. Activity Performed -  what the user did, i.e. notes added, reassigned, status changed, etc. 

   f.  Status - current follow-up status.

   g. Date Created - date the follow-up was created.

   h. Due Date - the date the follow-up is due.

   i.  Follow-up ID - hyperlinked follow-up ID (directs you to the follow-up in the system)

   j.  Inspection ID - hyperlinked inspection ID (directs you to the inspection in the system)

   
   

   Note: To sort the data by Ascending or Descending, click on the column title you would like to sort by in the report.

   
   

4. To export the report, click the "..." icon at the top right-hand corner of the report table and then click on Export data.

   

5. To open the report in Full-Screen click on the arrows at the top right-hand corner of the report.

   

6. To focus/expand on the report table, click the Focus Mode icon.

   

   Summary

   To view the actions taken by your team on their assigned follow-ups, run the Follow-up Activity Report.