Performing case follow-up tasksTopic number: 1519997657451
During a case follow-up task, control if the actions to be taken for a case are processed.
Depending on the defined action points, the user performing a case follow-up task:
- Contacts users to take corrective actions, change procedures, and so on
- Follows up to find out if the actions were taken
- Contacts the HR department to organize training
- Submits the case for group review at a conference
- Enters data on the Peer learning tab for identifying actions taken
To perform case follow-up tasks
- In the List area, select a task and click Start case follow-up.
- On the Peer learning tab, register the actions taken.Example:For example, use the field Action items or add a comment under Action history.
- Do one of the following:
Actions Description Close case You can close the case, if no other actions must be performed for the current case.
Request feedback You can request feedback on a conclusion you made.
Once this task is completed, the case follow-up task after feedback is assigned to you or to another assignee or assignment group.
Discuss case at conference You can submit a case to be discussed at a conference.
Required permissions:
- Can add studies to conferences included in my activities overviews
- Can add studies to conferences I participate in
- Can close cases
- Can create case feedback tasks
- Can start case follow-up tasks