Manually Assign a Follow Up

Written by Reina Gallion

Last published at: April 18th, 2019
  1. Go to the applicable Request Summary
  2. Click into the Follow Ups tab
    • If other follow ups have been assigned you will see them listed here
  3. Click Assign Follow Ups
  4. Select the Follow Up Form(s) to assign.
  5. Attach the Follow Up to a specific installment or the overall award. 
  6. Enter the Due Date.
  7. Select the user to Assign to fill out the follow up.
  8. Click Assign Selected Follow Ups when done.

NOTE: Follow Ups must be completed in order according to their due date. When multiple follow ups are assigned, the grantee will not be able to edit the next one until the current follow up is marked complete by the administrator. If you'd like the grantee to work on more than one follow up at-a-time, give the applicable follow ups the same due date.