Track Follow-Ups

Assign follow-ups when filling out a form, then run status reports to what is still open. The system automatically sends the assignee an alert plus an open-task.

Assign Follow-Ups

Within any iScout form, there is a "more" button to the right side of each question which allows you to add additional notes, attachments, and assign follow-ups. You can also add a follow-up question to the form itself and make it required for your team to fill out. Each report may have any number of follow-ups.

Once a follow-up is assigned, it will automatically email and/or send a push notification to the assignee informing them of their new assignment. The system will also create a follow-up task in their open-task list leaving them one-click away from quickly marking the issue resolved.

Follow-Up Due Date

Team members can also assign due dates for follow-ups. Once an open follow-up meets its due date, it will become "overdue" and will show in red on the open-task list. The follow-up status report will highlight overdue items for easy visibility.

Complete Follow-Up Tasks
Complete follow-ups or re-assign them to others
Follow-Up Status Report
Run a follow-up status report to see what's open
Follow-Up Status Report Spreadsheet
Export your follow-up report to a spreadsheet
Schedule Reports
Create scheduled reports to email you or your team

Resolving Follow-Ups

Once the assignee clicks the follow-up task, it will take them to a split-screen page where they can view the report and mark the follow-up as closed. You can also allow (or require) team members to attach photos or sign the resolved follow-up. Alternatively, the assignee may re-assign the follow-up to another team member with a note. The entire assignment, message, attachment, and signature history for the follow-up can be viewed within the form response.

Follow-Up Tracking

Run a follow-up status report at any time to see which issues are open, closed, or over-due. Administrators can also setup a scheduled report to receive open follow-up reports daily/weekly/etc.

Check out the forms library.
Check out the forms library.

Top Features of iScout Reporting

Check out the Forms Overview or learn about specific features:

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Form Builder »

Start from a pre-built template or design your own form from scratch.

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Offline / Mobile Reporting »

Once team members have downloaded the app, they can fill out reports offline - including attachments! The report will automatically upload once connectivity resumes.

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Follow-Up Tracking »

Assign follow-ups within a report and track incomplete items.

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Permissions »

You decide who can submit reports, view responses, and more.

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Alerts & Notifications »

Setup individual or group notifications for certain reports. For example, you may want notifications for critical issues but not minor ones.

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Analysis Tools »

iScout automatically generates rich analytic tools so you can filter, visualize, and export all the data you're collecting.

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Participation Reports »

Run participation reports to see who is submitting reports and when they're being submitted.

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Electronic Signatures »

Collect electronic signatures when your team fill out reports.

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Multilingual »

Forms filled out through the web browser can be automatically translated into 100+ languages.

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Revision History

As your team edits a report, the system will automatically track what was changed, the author, and the date.

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Data Lists

As projects, locations, etc change, the form will automatically update to include the latest options.

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Auto-Hiding Fields

Clicking "Does Not Apply" dozens of times is counter-productive. Instead, hide questions that don't apply.

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Sub-Reports

Some forms can be extremely complex, but that's no problem in iScout. Setup sub-reports to make it easier to fill out in sections.

iScout in 60 Seconds

Watch this quick overview of the iScout system.

10 Minute Walk-through

Watch this walk-through of the iScout system.