Related topics
On this panel you can report performed follow-up actions for a specific handler. Each action will be written in a history file for the project/quotation that can be viewed through the Planned follow-up code enquiry. You can therefore keep track of the planned actions and see when they have been dealt with.
Options
Note: These options are only displayed when in change mode.
- Handler
- The handler for whom the actual follow-up actions will be maintained. All the follow-up actions which have the selected handler as planned handler are displayed.
- Planned date
- The planned date is used for positioning on the planned date of the follow-up action. Note: This field is only displayed when in change mode.
- Date
- The planned and actual dates of the action.
- Number
- Line
- Code
- The planned and actual follow-up codes. The codes are defined in the Follow-up codes table.
- Description
- The description of the planned and actual actions. These descriptions are retrieved from the Follow-up codes table.
- Close
- Indicates if the line is closed. If this field is set to YES, the line will be closed and the status will be set to 9 (closed).
- Status
- The code indicates the status of the action.
Code Description Blank Open 9 Closed