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How Can I Report On Pending Follow Ups in the Monitor

Follow
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1. Select Add View

Select Add View

2. There is a pre-made template for this report! Select Add View on the Follow Up Report option here.

There is a pre-made template for this report! Select Add View on the Follow Up Report option here.

3. Give your Filter View a title

Give your Filter View a title

4. Select the Section you would like to save this View in

Select the Section you would like to save this View in

5. Select Create

Select Create
✅ Now you're done! If you would like to hide your empty groups, continue on.

6. Select Customize Layout

Select Customize Layout

7. Click on Hide Empty Groups

Click on Hide Empty Groups

8. Select Apply

Select Apply

Your Safety Monitor View will now show you only Pending Follow Ups.

 

Screenshot 2023-10-23 at 14.13.27.png

 

 

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