The follow-up inbox
When a note for the office is logged from the field — a resident wants a callback, a visit needs rescheduling, an additional survey is needed — it lands here as a working queue, not just a one-off alert.
What it is
A Dashboard panel listing every follow-up your team has raised, filterable by status (Open, In progress, Closed) and category (callback requested, reschedule requested, additional survey needed, or a general note). Anyone with dashboard read access can see the inbox; triaging it — moving a follow-up between statuses — needs Edit-level access to Work orders.
How to do it
- Open the Field follow-ups panel on the Dashboard.
- Filter by status to see what’s still outstanding, or All for the full history.
- Click a follow-up to expand it, add an optional resolution note, and move it to In progress or Close — or Reopen one that turns out not to be resolved after all.
- Where a follow-up links to a job or property, click through directly rather than searching for it separately.
How it integrates
Raising a follow-up is not itself evidence — it’s an operational triage note, with no sealing or hash-chaining involved. Every new follow-up also lands in the Alert Centre as an immediate notification, with urgent ones flagged distinctly from routine office admin; this inbox is the working queue behind that same alert, not a duplicate of it. Closing a follow-up here never changes the underlying job’s own stage on the case lifecycle rail — a reschedule request, for example, still needs its own action on the Schedule tab.
Common problems
- I can’t triage a follow-up, only view it. Triage controls need Edit-level access to Work orders — dashboard read access alone lets you see the queue, not act on it.
- A follow-up disappeared after I closed it. It’s still there — switch the status filter to Closed or All to see it again; nothing is ever deleted from this list.
- An urgent follow-up didn’t get an urgent-looking alert. Check the category chosen when it was raised — urgency is a separate flag set at the time, not inferred from the category itself.