Follow ups

The Follow ups page lists discussion threads linked to applications where you are assigned as a Professional. Use it to document progress, share observations with Service administrators, Customer administrators, and Mentors, and keep a record of follow-up communication.

You can create follow ups on applications you are involved in, view follow ups created by others on those applications, and participate fully in comments (including pinning).

Accessing Follow ups

Sign in with a Professional account.
In the left sidebar, open the PROFESSIONAL section.
Click Follow ups.

The page title is Follow ups.

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)
Create	CREATE button
List	Paginated follow up cards
Pagination	Up to 20 follow ups per page by default

Which follow ups you see

Source	Included when
Created by you	You opened the thread
On-request application	You have a confirmed professional invitation on the application
Scheduled course application	You are the professional on the course instance
Ongoing course application	You are the professional on at least one course instance linked to the application

The Application ID list when creating a follow up uses the same rules.

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 you can access on applications you are involved in, 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

Row actions

Action	When available
View	Always
Edit	You created the follow up and it is not locked
Delete	You created the follow up, it is not locked, and no other user has commented

Create a follow up

Click CREATE.
Select Application type and Application ID from your eligible applications.
Under Who can participate?, optionally enable:
- Customer admin — customer administrator may view and comment
- Mentors — select mentors on the application (on-request and scheduled applications only)
Optionally select Related attendees.
Enter Topic and submit.

Users with higher system roles can see the content of created follow ups. Enable participant options only when those users should access the thread.

View a follow up

Summary block

Field	What it shows
Creator	User who created the thread
Topic	Thread title
Related application	Application ID
Related attendees	Linked attendee names, if any
Participants	Creator and any invited customer administrator or mentors

Comments

Compose comments in the rich text editor. SUBMIT opens a confirmation step. You can pin important comments, edit or delete your own, and mark others’ comments as seen. Notification links may scroll to a specific comment.

Locked follow ups

When you are no longer the responsible professional on an application (for example, another professional is confirmed, or you are removed from a course instance), related follow ups lock:

Effect	Detail
Comments	No new comments; existing comments cannot be changed or pinned
Follow up	You cannot edit or delete it, even if you created it
Visibility	Thread remains in the list with a lock icon for reference

Applications — applications you are involved in as a professional
Notifications — alerts when someone comments on a follow up you can access