Creation:
A follow up is a quick way to create a bookmark of something the auditor wishes to highlight for further attention:
- They do not form part of the final audit file, but ensure an easy method of tagging unfinished items for follow up.
- To create a follow up, use the follow up tab accessed from drop-down on right side of work items.
- On creation, a user can be assigned to the follow up, or it can be assigned to the creator, or left blank - so may be a question from a staff member to the partner or manager or to another team member:
- All follow up items are listed under follow up box accessed from the bottom bar:
- Or access from the Job Summary - click View All to see the full detail and add comments:
- Each follow up with assigned users will say who is assigned (e.g. "Follow Up for Swikrit K")
Responding to Follow Ups:
- Other people may answer - the box changes colour when someone else comments to indicate a response
- Or user may answer their own follow up – or simply tick as completed when addressed
- Comments may be added to the follow up on the page, or in the summary page:
- The comment box remains open until comment posted (to allow box to stay open while clicking out of it to say copy text from elsewhere)
- Follow ups show greyed-out once ticked as completed - they disappear altogether once page is concluded so ensure all detail addressing the issue is entered on page (not in the follow up itself)
- A page cannot be completed until follow ups are cleared (ticked) from the body (unless the follow up has been created on conclusion box)
- Follow ups may be created on a conclusion box after it has been concluded if necessary - so that the job may continue without un-concluding (for non-essential items) – also see review notes.
Filtering and options:
- In the top right corner there are a couple of options available to filter to just those assigned to you, or to clear completed follow ups (also available for review notes).
- Remove Completed will simply delete all completed follow ups.
- This can be a good idea if the job starts getting filled with outdated/completed follow ups.