Closing a Follow-up
Have resolved follow-ups that need to be closed out? Here is how you can go in and close them up.
When a follow-up is corrected the Operator will update the status to resolved. Then the Evaluator will verify that the correction meets the standard and update the status to Closed. Note: Only Evaluator users can close follow-ups
- Access your Open Follow-ups on your Dashboard by clicking Open Follow-ups.
- Click Filter to filter Follow-ups by the Resolved status.
- Select a Resolved Follow-up.
- Click Status to change status from Resolved to Closed.
- Add any comments, if needed.
- Once follow-up has been updated, click the Save button.
- Click the Back to Follow-up List View button to return to your list of Resolved follow-ups.
Summary
When your Operator has set your follow-up to Resolved, you must then set it to Closed before the due date. Otherwise, it will become Overdue.