Follow ups

The Follow ups page lists discussion threads linked to applications on the platform. Each thread has a topic, an optional link to specific attendees, and a comment area where System administrators, Service administrators, Professionals, and invited Customer administrators or Mentors can coordinate progress and share observations.

As a System administrator, you have full access to every follow up in the system — you can create threads on any eligible application, edit or delete any follow up, and take part in all comment actions including pinning.

Accessing Follow ups

1. Sign in with a System administrator account.
2. In the left sidebar, open the SYSTEM section.
3. Click Follow ups.

The page title is Follow ups.

Page layout

Which follow ups you see

You see all follow ups in the platform, regardless of service, application, or who created them.

Search and filters

How search differs from other pages

Search

The search field sits between the filter panel and the follow up list. Placeholder text: Search follow ups, participants, attendees, comments…

Result groups

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

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

Related attendee matches

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).

Which names are searched depends on the application type:

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.

Result rows

Each row in the overlay shows:

• The follow up topic (your search text is highlighted)
• A second line when the match was a person’s name or a comment excerpt (also highlighted)
• Latest activity — date and time on the right (not necessarily when the follow up was created)

Opening a result

• Click a row, or use ↑ / ↓ to highlight a row and press Enter.
• Follow up, Participant, and Related attendee matches open the follow up detail page.
• Comment matches open the same page scrolled to that comment, which is briefly highlighted (the same behaviour as links from notifications).

Press Escape or click outside the search area to close the overlay. If nothing matches, the overlay shows No results.

Advanced filters

Filter values are drawn from follow ups you can access (for a System administrator, that is the full set).

List entries

Each follow up is shown as a card. Click the topic title to open the detail page.

When no follow ups exist and no filters are active, the list shows No follow ups created.

Row actions

Open the three-dot menu on a card:

Create a follow up

1. Click CREATE on the Follow ups page.
2. In the side dialog, read the warning that users with higher system roles can see created follow up content.
3. Select Application type — On request, Scheduled, or Ongoing.
4. Select Application ID from the list loaded for that type (draft on-request and ongoing applications are excluded).
5. Under Who can participate?, optionally enable:
   • Customer admin — the customer administrator for that application may view the thread and comment.
   • Mentors — when enabled, select one or more mentors assigned to the application (only shown when mentors exist on on-request or scheduled applications).
6. Optionally select Related attendees — attendees on the application that the discussion concerns.
7. Enter Topic (2–255 characters).
8. Click CREATE.

Edit a follow up

1. Open the three-dot menu on a follow up you want to change.
2. Select Edit.
3. Update Topic, Who can participate, selected mentors, or Related attendees.
4. Save the form.

You can edit any follow up unless it is locked.

Delete a follow up

1. Open the three-dot menu.
2. Select Delete.
3. Confirm by typing delete in the confirmation dialog.

As a System administrator, you can delete any follow up, including threads where other users have commented. All comments on the follow up are removed with it.

View a follow up

Open a thread from the list topic link or View in the actions menu.

Summary block

Comments

The Comments section appears below the summary.

Each comment shows the author, their role(s) on the related application, timestamp, pin status, and who has marked it as seen.

Links from email or in-app notifications may include a comment reference; the page scrolls to that comment and highlights it briefly.

Locked follow ups

A follow up becomes locked when the Professional responsible for the related application is no longer assigned (for example, after another professional is confirmed on an on-request application, or the course instance professional is changed).

Related documentation

• Notifications — email and in-app alerts for follow-up comments
• Users — user accounts that may appear as creators or participants