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.

1. Access your Open Follow-ups on your Dashboard by clicking Open Follow-ups.

   

2. Click Filter to filter Follow-ups by the Resolved status (for accounts using the Resolved status only, if not, skip this step).

   (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. )

   

   

3. Select a Follow-up. 

   

4. Click Status to change status to Closed.

   

5. Add any comments, if needed.

   

6. Once follow-up has been updated, click the Save button. 

   

   
   

7. Click the Back to Follow-up List View button to return to your list of  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.