Overview
You can flag a placement to follow up later.
A simple Flag checkbox is available in Arrangements. You can flag an arrangement, add a quick note, then later you can view all flagged placements for follow up. This is separate from the existing Follow-Ups feature and much simpler.
Follow-Ups are still supported as a separate feature in WorkExpo. See Follow-ups
How to Flag A Placement
- Go to the Arrangements Window
- Slect the Placement to flag
- Click the Flag checkbox to identify this record as one to follow up later
- Optionally add a note to remind you why you flagged this placement
How to Remove a Flag From A Placement
- Go to the Arrangements Window
- Slect the Placement with the flag
- Click the Flag checkbox to deselect
- The note remains but is greyed out
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You can flag a placement record but if you want to flag an employer or student record it is better to use follow-ups |