Follow ups

The Follow ups page lists discussion threads on applications for your customer organization where the creator invited the Customer administrator to participate. Use it to read progress updates and add comments when platform staff or professionals open a follow-up conversation with you.

You cannot create, edit, or delete follow ups. Your role is to view invited threads and contribute comments.

Follow ups appears under the CUSTOMER section in the sidebar. You only see threads where Customer admin participation was enabled and the related application belongs to your customer account.

Accessing Follow ups

Sign in with a Customer admin account.
In the left sidebar, open the CUSTOMER section.
Click Follow ups.

The page title is Follow ups. There is no CREATE button on this page.

Page layout

Area	Description
Filters	SHOW FILTERS / HIDE FILTERS
Search	Dedicated search field with a dropdown overlay — does not filter the list below (see Search)
List	Paginated follow up cards
Pagination	Up to 20 follow ups per page by default

Which follow ups you see

A follow up appears in your list only when both are true:

The creator enabled Customer admin under Who can participate? when the follow up was created.
The related application belongs to a customer organization where you are the customer administrator.

Threads for other organizations, or threads without customer administrator participation, are not shown.

Search and filters

How search differs from other pages

On most list pages (for example Applications), Search filters the table on the same page. On Follow ups, search opens a dropdown overlay of matches and navigates to the follow up detail page when you select a row. The paginated list underneath is not filtered by your search term — use SHOW FILTERS to narrow that list separately.

Search

Placeholder: Search follow ups, participants, attendees, comments…

Aspect	Behaviour
Minimum length	At least 2 characters before results appear
Scope	Only follow ups where Customer admin participation was enabled for your customer account, and only among threads that match active advanced filters
List below	Unchanged while you search

Result groups

Matching follow ups are grouped in the overlay. Each group has a label and a count:

Group	What is searched	Examples
Follow up	Thread topic or related application ID	Topic contains progress; application ID starts with your search text
Participant	Creator, invited Customer admin, or invited Mentor — first name, last name, full name, or email	A mentor’s surname or a customer administrator’s email
Related attendee	Learners listed under Related attendees on that follow up only (see below)	An attendee’s first name, last name, or email
Comment	Plain text inside comments (rich-text formatting is ignored)	A word that appears in a posted comment

Within each group, rows are ordered by match quality and latest activity (the most recent comment or follow up update).

The Related attendee group does not search every learner on the application. It only searches attendees who were explicitly linked to that follow up when it was created or edited — the optional Related to field in the create/edit dialog (shown as Related attendees on the detail page).

Situation	Search behaviour
Attendee selected in Related to when the follow up was saved	Their name or email can match
Attendee on the application but not added to Related to	Does not match
Related to left empty	No Related attendee results for that follow up

Which names are searched depends on the application type:

Application type	Attendees in scope	Fields that can match
On request	Selected application attendees (platform user accounts)	First name, last name, full name (`First Last`), email
Scheduled	Selected course application attendees (platform user accounts)	Same as on request
Ongoing	Selected attendees from a course instance on the ongoing application	First name, last name, full name, email

Matching is case-insensitive. First name and last name usually match when your search text matches the beginning of that name. Email and full name can match when your text appears anywhere in the value.

In the overlay, the subtitle shows the matched attendee’s name (highlighted). Selecting the row opens the follow up detail page.

Selecting a result

Each row shows the follow up topic (highlighted), an optional subtitle with the matched name or comment excerpt, and latest activity on the right. Click a row or press Enter to open the follow up. Comment matches scroll to and highlight that comment. Use ↑ / ↓, Escape, or click outside to navigate or close the overlay. No matches shows No results.

Advanced filters

Filter	Description
Created by	Creator of the follow up
Application type	On request, Scheduled, or Ongoing
Related application	Application ID
Spoken language	Language of the related application
Subject	Subject of the related application

List entries

Element	What it shows
Topic	Title (link to detail); lock icon when locked
Related application	Application ID
Spoken language	Language(s) of the application
Subject	Application subject
Created by	Creator name and avatar
Created at	Creation date and time
ACTIONS	Three-dot menu — View only

View a follow up

Open a thread by clicking its Topic or View in the actions menu.

Summary block

Field	What it shows
Creator	User who opened the thread
Topic	Discussion title
Related application	Application ID
Related attendees	Learners the discussion focuses on, if any
Participants	Creator, you (when enabled), and any mentors also invited

Comments

When the follow up is not locked:

Write your comment in the rich text editor at the bottom of the page.
Click SUBMIT and confirm in the dialog.

Action	Available to you
Add comment	Yes (when not locked)
Edit / delete comment	Your own comments only
Mark as seen	On comments from others
Pin / unpin	No

Comments may appear under Pinned comments and All comments. Email and in-app notification links can open the page scrolled to a specific comment.

Locked follow ups

A follow up locks when the responsible Professional is no longer assigned to the related application.

When locked	Effect
Detail page	Alert that further comments are not allowed
Comments	Cannot add, edit, or delete
List	Lock icon on the card

The thread remains readable for reference.

Actions you can take

Browse and search follow ups where you are a participant
Open View and read the full thread
Add, edit, or delete your own comments (when not locked)
Mark as seen on others’ comments

Actions you cannot take

CREATE — you cannot open new follow ups
Edit or Delete a follow up from the list
Pin or unpin comments

Applications — applications for your customer organization
Notifications — alerts when someone comments on a follow up you participate in