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  1. Coaching Institute Mgmt
  2. Features
  3. Follow-up
Feature · Follow-up

Follow-up

Assign a correction or outstanding request to a named person.

OverviewMy Follow-ups
Coaching Institute Mgmt · Follow-up

My Follow-ups

Follow up actions

New
TitleSourceDue dateStatusResolution
Open fua-192ENR-7815318 OctOpenRSL-398
In progress fua-897ENR-9132711 OctIn progressRSL-423
Completed fua-870ENR-7283503 OctCompletedRSL-642
Cancelled fua-831ENR-4841418 OctOpenRSL-379
Open fua-192ENR-3018726 OctIn progressRSL-120
6 of 6 records
Open fua-192Follow up actions · FUA-15357
Open
SourceENR-78153
Due date18 Oct
ResolutionRSL-398
Example screen with sample data

What you can do

Follow-up in the working cycle

A follow up action captures a specific outstanding request or correction for an enrollment. It has a title, assignee, due date, status, completion date and resolution. Open and in progress make active work visible; Completed and Cancelled explain how an item left the queue.

When a reviewer returns an enrollment because a document reference is unclear, the Instructor assigns the correction to the responsible person and gives it a due date. That person records the resolution after the evidence is updated. The reviewer can then see what changed before deciding the next revision.

How the work is organized

  • Name the work. Instructor writes a specific title and links the action to the enrollment.
  • Give it an owner. The assigned person and due date make the next step visible.
  • Close with a reason. Completion date and resolution explain what changed before another review.

What to agree during setup

Agree who may assign a follow-up, what a useful title says, and when a due date is required. The team should distinguish a resolved request from a cancelled one and record enough detail for the next reviewer to understand the outcome.

Agree who assigns a correction after a returned decision and what detail the assignee needs. The team should use Completed only when the supporting requirement or document has been addressed; Cancelled needs a clear explanation of why the request no longer applies.

Check the handoff on an actual case

Open the owner’s follow-up list and a returned enrollment. Verify that the action points to the same case, the assignee sees the work, and its resolution matches the revised evidence or requirement line.

A reviewer returns a case because the document reference cannot be checked. The Instructor creates a linked action for the responsible person. After the reference is corrected, the assignee records a resolution. The reviewer opens the earlier decision and the changed evidence together.

An action belongs to a source enrollment and has its own status. Open and in progress show who still has work; Completed records that the assignee finished it, with a resolution the reviewer can read. A cancelled action should remain distinguishable from a completed correction. If several items need attention, give each a title that identifies the needed change and link each to the same case. When the Instructor resubmits, the Academic Reviewer should compare the changed requirement or document with the original return reason rather than rely on the action status alone.

What your team sees

  • My Follow-ups — Find work assigned to the current person and its due date.
  • Open Follow-ups — See unresolved actions and the enrollment each concerns.

Follow the work through

Read the enrollment review path and delivery path when preparing a rehearsal.

What it keeps track of

Data model
Follow up actions
Assigned outstanding actions, corrections and outstanding requests for a case.
Enrollments
Enrollment records linking a person to a course offering: intake, requirement lines, evidence, review decisions and delivered outcome.
People
Staff, officers, reviewers and assigned team members.
Review decisions
Independent reviewer decisions recorded against an exact source revision.

Who uses it

Permissions
Instructor
, Academic Reviewer, Read Only Analyst

Set up Coaching Institute Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started