Follow-up List

A follow-up refers to an action or event that results from a previous action. Print the Follow-up List to review the follow-up actions for the cases with follow-up dates and actions. You can use the information to find out which tasks need to be completed next.  

Scenarios for printing a Follow-up List:

• Track current and future follow-up actions.  

• Select the selection criteria that you will use to print Batch Letters/Forms.

• Check cases for compliance with court orders. 

 

Watch a webinar

Learn how to use the follow-up list to track follow-up actions. [MP4]

 

 

 

Printing a Follow-up List

1. Open Connect Court Management > Reports > Follow-up List.

2. Set up the Report Dates.

3. Set up the report options.

Select follow-up statuses

Include closed cases

Send to batch letters/forms

Select follow-up actions

4. Set up the Selection Criteria, Report Order, and Report Sections.

5. Click Print (CTRL+P).

The report prints.

202008, 2020Jun09

Setting up the Follow-up List to print batch letters and forms

When you print the Follow-up List, you can set up the report options to print letters, forms, or both letters and forms to the individuals who have been included on the Follow-up List. If you choose this option, the Automatic Letter Selection window will display a list of follow-up letters and forms to print. To learn more, see How do I send letters/forms when I print the Follow-up List?

Options

Follow-up statuses

Filter the follow-up statuses to include on the report. When a follow-up action is processed, the status on the follow-up action changes from pending to completed. A follow-up action status is deleted when the a pending follow-up action is deleted before it was completed.

Follow-up statuses

Include closed cases

Set up the report to include closed cases. A closed case is a case that has a closed case disposition. Usually, closed cases are excluded from the report.  

Include closed cases checkbox

Send to batch letters/forms

When you print the Follow-up List, you can set up the report options to print letters, forms, or both letters and forms to the individuals who have been included on the Follow-up List. If you choose this option, the Automatic Letter Selection window will display a list of follow-up letters and forms to print.

Send to Batch Letters/Forms checkbox

Follow-up actions

Select the follow-up actions to include on the report. A follow-up action is an event, such as printing a letter or form, that is attached to a code. The list shows the action codes that are saved in the Action Codes table. To update the list, see How do I add/remove an action code?

Follow-up actions

 

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