Follow up

Tab under the Activity plan.

Follow up is used for following up activities you have to work with.

The page is divided into two tables, “Current activities” at the top and “Expired activities” at the bottom. An activity appears in the first table from 1 week before it starts until the expiration of the deadline. After that it appears in the second table.

What can I do here?

  • As a manager I can see the results of activities carried out: Click on the graph icon Result in the right column of the table.
  • I can create one or more activities: Click on the tab Planning and select the “New activity”-button at the bottom of the page.
  • Show all activities: This drop-down menu contains a list of all the activity groups. If you select an activity group, only activities of that activity group are shown.
  • Selection of departments:
    • To be filled out on this department: Only activities that are to be filled out on the department which is selected in the Navigator are shown.
    • Created on subordinate departments: Only activities that were created on the subordinate departments of the one which is selected in the Navigator are shown.
    • Created on this and subordinate departments: All activities that were created on the department which is selected in the Navigator and on its subordinate departments are shown.

Table headings

  • Period: Shows the time period during which the activity was active.
  • From department: The name of the department where the activity was created. Displayed only when the activities for the subordinate departments are shown.
  • Name: The name of the activity.
  • Created by: The name of the user who created the activity .
  • Reference: If the activity is set up with a reference, the link to the reference is displayed here.
  • Completed forms: The participation in the activity is shown in a small bar chart as the number of answers / the number of possible participants.
    • For common activities, the numbers after the bar chart represent the number of users who answered / the number of users who will participate in the activity.
    • For repetitive activities, the numbers after the bar chart represent the number of users who answered / number users who can participate / the total number of answers.
  • Comments: The number of comments on this activity. Opens the page Comments to the activity.
  • Email reminder: Appears only for the current activities (“Activities planned the next 7 days”). Here you can send out the activity as an e-mail to those who have to perform it. Send reminder is also used when you want to warn the users who have not filled out the activity. Opens the Send reminder in a separate window.
  • Answer form: Appears only for the current activities (“Activities planned the next 7 days”) that have already started. Here you can fill out the activity.
  • Result: Here you get the result from the activity. Opens the page Graphs for the list.

Icons

  • : Opens the page Comments to the activity.
  • : Opens the page Send reminder in a separate window.
  • : Opens the page Fill out and results.
  • : Opens the Graphs for the list.

Buttons

  • New activity: Opens the Edit activity.

Last modified February 22, 2024: Trying to fix things (9a050d09)