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Entering Follow Ups

To enter a follow-up click on the referral name from the list. Then go to the “Referral update” section and enter a comment, a follow-up date, and the person who should complete the follow-up.

See this short video on how to create a follow-up to a referral

Editors and Viewers

This page can be viewed and edited by instructors and custom role users. Instructors, College Administrators, and Tutors can be added to the Follow up By, and they will be updated on the status of the referral.

Accudemia will send users confirmations of created referrals, reminders when the Follow up On date is close. It will also send e-mail messages when the referral has been updated.


Previous: Creating a Referral Template | Administrator Quickstart | Next: Closing a Referral