Follow Up/Action Reasons

The Follow Up/Action Reasons preference is used to record a list of follow up/action reasons in the system. These are found when right clicking and editing the information from either the Follow Up List, Triage List or Waiting List. The choice of values are selected using an autocomplete or dropdown list.

Location

The table of Follow Up/Action Reasons will display the code, name, type, and status for the follow up/action reason.

Configuration

When adding or editing a follow up/action reason, users are presented with the below form to complete. Always press Save in the bottom right-hand corner of the browser after adding or editing a follow up/action reason.

Code (Required, Unique)

A unique code for the follow up/action reason. This can be the same as the name but must be unique throughout the entire system.

Name (Required)

A name for the follow up/action reason. It is advisable to keep this unique.

Active

A checkbox to activate/deactivate an entry. If the preference is not active, it will not be selectable in any drop-down lists.

Type (Required)

A dropdown list to select the type of follow up/action reason. The options are: Follow Up, Triage, Waiting. If none are selected, the follow up/action reason will be selectable in all three lists. If a type is selected, the follow up/action reason will only be selectable in the chosen list.