Configure Automated Follow-up Workflow
Configure follow-up workflow to automatically identify first-timers, create tasks and notify your follow-up teams to complete follow-ups.
Complete the configuration of the following fields:
Task Name: Give a name to your workflow.
Task Description: State what the workflow does.
Task Criteria:
Individual follow-up: Specify if you want VecApp to identify and create task cards for each new individual visitor.
Family follow-up: Specify if you want VecApp to identify new Visitors but create card only at a family profile name level rather than for each Visitor.
Task Assignee: Add the “Role” name or the user route the created task to.
Task Due Date: The latest time for each task to be completed from the time of creation.
Task Execution Date: Set the day and time you want VecApp to identify First-timers recently added to the system. These are First-timers created since the last follow-up task execution date and are without an existing follow-up task.
Task Notification Frequency: Specify the frequency of notifications for each task status.
Follow the steps below to create an automated follow-up workflow.
Steps:
Access "Admin View."
Navigate to Member Care”, then “Templates."
Find and open a new “Automated Follow-up” Task Template.
Complete configuration and save.
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