Using Follow Up Flags

Using Follow Up Flags

Follow Up Flags can be used to identify factors that require additional review or action. Follow Up Flags can be applied from either the Assessment Factor List or Facilitation Mode. 

Add a Follow Up Flag from the Assessment Factor List 

  1. Navigate to the desired assessment category 
  2. Locate the factor that requires follow-up 
  3. Select the Follow Up Flag icon beside the factor 


Add a Follow Up Flag from Facilitation Mode 

  1. Navigate to the desired assessment category
  2. Select the factor name to enter Facilitation Mode 
  3. Select the Follow Up Flag icon under the comments box 


Filter Follow Up Flags 

To display only factors marked for follow-up: 
  1. Within a category, select the Show filter drop-down menu 
  2. Select Follow Up
  3. The table displays only factors with a Follow Up Flag selected 

Notes
Note: Follow Up Flags are carried forward to subsequent assessments and remain associated with the factor until removed. 


    • Related Articles

    • Assessment Categories and Scores

      Assessment Categories and Scores The Assessment tab displays all assessment categories for the selected Event, along with scoring and readiness information. Assessment Categories Assessments can be filtered using the Show Categories drop-down menu: ...

    • Bulk Updating Factors

      The Bulk Update feature allows users to update multiple Factors within a category at the same time. Bulk Updates can be used to apply a Status, Follow Up Flag, and/or Comment to one or more selected factors. Select Factors for Bulk Update Navigate to ...

    • Summary of Gaps

      The Summary of Gaps page displays applicable and incomplete factors across all assessment categories. Users can filter which factors are displayed using the Show, Category and Status drop-down menus. Show Filter Options All Factors Not Started Behind ...

    • Managing Templates

      Only Company Admin users can create, edit, publish, inactivate, and manage assessment templates. The Templates page displays all available templates and their associated versions. Note: This article describes template management for Turnaround ...

    • Template Customization

      Only Company Admin users can customize Turnaround Readiness (TAR) assessment templates. Template Customization allows users to create a new draft version of an existing template and modify categories, factors, weightings, and template structure ...