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GLM & SLM Idea Lab: Follow Ups

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Assign Follow-Ups for Evaluation/Review

Please can we be given the ability to assign follow-ups for review/evaluation to other team members. It would be super helpful if we could do this within the system.

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LisaSimpson shared this idea  ·   ·  Report…  ·  Admin →
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  • Sandy Banks commented  ·   ·  Report

    100% agree! Our board members need to read the status reports (follow up forms). Currently I have to create pdf's of each form, then add them to the shared documents for the board members to have access to them. It would be super helpful if they could be assigned a follow-up form just as they are an evaluation.

  • Conner Peckham commented  ·   ·  Report

    Yes! I posted a similar request in the Idea Lab several months ago. It would be so nice to have internal staff assigned to the follow-up like they are to the request itself so that the follow-ups show on their dashboard as something for them to be aware of and take action on when needed.