Access the Follow-ups
To access the Request follow-ups, follow these steps:
- Access Menu | Requests
- On the request list, select the request for which you wish to view the follow-ups;
- Access the Follow-up tab on the lower part of the screen.
- On the screen, you can see the existent Follow-ups.
Register New Follow-up Message
To report a new follow-up on the work order:
- Click the (+) button.
- Fill in the visibility:
- All
- Me and Managers
- Fill in the desired message.
- Click on the checkmark on the
upper right corner.
View Follow-up Message
You can view any existent follow-up on the follow-up list, regardless of who created it.
To view a follow-up, follow these steps:
- Check the messages in green (which indicates that it is synchronized).
- Click the button with 3 dots on the vertical.
- Select the option View.
- On the following screen, view the complete message.
- If the message is not synchronized, it will be presented in orange and you can Edit, Delete or Synchronize it.
Edit Follow-up Message
You can only edit an unsynchronized follow-up message created by the logged-in user, these are presented in orange at the right of the screen.
To edit, follow these steps:
- On the list of follow-up messages, click the button with 3 dots on the vertical for the desired follow-up.
- Select the option Edit.
- On the following screen, edit the desired fields.
Delete Follow-up Message
You can only delete an unsynchronized follow-up message that you created, these are presented in orange at the right of the screen.
To delete, follow these steps:
- On the list of follow-up messages, click the button with 3 dots on the vertical for the desired follow-up.
- Select the option Delete.
Synchronize Follow-up Message
You can only synchronize an unsynchronized follow-up message created by the logged-in user, these are presented in orange at the right of the screen.
To synchronize, follow these steps:
- On the list of follow-up messages, click the button with 3 dots on the vertical for the desired follow-up.
- Select the option Synchronize.
You can synchronize all follow-up messages on the general synchronization.
For that, create follow-up messages the Requests you wish to. Then, on the main menu or on the request list, click the icon on the upper right screen to synchronize.
A general synchronization will be performed including the follow-up messages created.