How Follow-Ups Works

Overview

By default, each question within a KPA Flex report allows the observer to assign a “follow-up”.

When a follow-up is assigned, it notifies the person and creates an open task for them. They are then able to close-out a follow-up or re-assign it.

Assigning A Follow-Up

When filling out a report, you will see a circular button (called the “More” button) on the right side of each field.

NOTE: The “More” button can be hidden on each field when building the report. Open the advanced settings on the field and check “Hide more button”.

• Press the “More” button
• Click to show the “Follow Ups” tab
• Assign the follow-up to another employee
• Enter notes that instruct this employee with how to complete the task
• Press “Assign” then “Close”
• Once the response is submitted, the follow-up(s) will be created automatically

Addressing A Follow-Up

Once a follow-up is created, it will automatically notify the employee (who it is assigned to) according to their notification settings (My Profile > Notification Settings).

To address a follow-up, the employee should click on the open-task. This brings them to a screen where they can resolve the follow-up. On this screen, you will see:

• A link to the original response
• The name of the observer
• The date of the report
• The message from the observer

The follow-up can either be marked resolved or it can be re-assigned (forwarded) to another employee. There are fields for notes and attachments as well.

Finding Unresolved Follow-Ups

When viewing responses, it is possible to filter the data to only show un-resolved responses. Choose “Pending Follow-Ups” under the “Follow Ups” filter: