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How Can I Report On Pending Follow Ups in the Safety Monitor

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Use these steps to report on Pending Follow Up Forms in your Safety Monitor.

  1. Select "New Filter View" and give it a title.
    Screenshot 2023-10-27 at 15.43.47.png
  2. Select the Date Range you are looking for (remember that some Pending Follow Ups may be scheduled in the future).
    Screenshot 2023-09-27 at 12.50.40 PM.png
  3. Choose the "Completion Status" filter and select "Pending".
    Screenshot 2023-09-27 at 12.51.29 PM.png
  4. This step is recommended, not required; Under Customize Layout,  select "Hide Empty Groups" in the "Group By" section.
    Screenshot 2023-09-27 at 12.53.08 PM.png

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

 

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