DeansList : Comm Log > How to Assign Follow Up Task

Communication Logs (Comm Logs) can also be used to create Follow Up tasks assigned to other staff members, or yourself.

How to Create and Assign Follow Up Task

1. Start a comm log > How to Create Comm Logs
2. At bottom of form, select Follow Up Required = Yes, by someone else
3. Search for staff member and assign
4. Enter any follow up notes for the request
5. Click Save Communication
6. The follow up task will now show up on the staff member's Home Screen top right of their screen

Create Follow Up Task & Assign to Staff Member

        

New Follow Up Task shows up on the Assigned Staff Member's Homescreen