Setting a Follow Up Request

Table of Contents

• Summary
• Creating a Follow-up
• Deleting a Follow-up
• FAQ
• Additional Resources

Follow-ups are internal reminders that help you track and manage tasks related to vendor assessments. When you create a follow-up, an email notification is automatically sent to the assigned team member—keeping everyone aligned on what needs to be completed before, during, or after an assessment.

You can create follow-ups in two ways:

• Directly from a vendor's Details page or
• From the Finalize tab while completing your assessment.

NOTE - Follow-ups are designed for internal team communication only and are not intended for external vendor correspondence.

📋 Steps

To create a follow-up from a vendor's Details page:

1. Navigate to Assess > Vendors
2. Select the vendor for whom you want to create a follow-up
3. On the vendor's Details page, click the dropdown under Communication

4. Select Follow-Ups, then click Add Follow-Up

   
5. Enter a clear, concise message describing the follow-up task
   • Note: Keep your message brief—all follow-ups will be listed in this panel, and concise descriptions make it easier to track outstanding requests
6. Set a reminder date by clicking the calendar icon and selecting the desired date from the calendar window
7. Assign the follow-up using the dropdown menu
   • You can select multiple team members if needed
8. Click Save to create the follow-up

Once saved, the follow-up will appear in the Follow-Ups list. The assigned user(s) will receive an email notification on the due date reminding them to log into Whistic and complete the follow-up task.

Alternatively: You can also create follow-ups directly from the Finalize tab before completing your assessment.

🗑️ Deleting a Follow-Up

To delete a follow-up, click the trash can icon next to the follow-up you want to remove.

Important: There is no confirmation prompt—the follow-up will be deleted immediately.

❓ FAQ

How can I see who created the request and can we report on it?

Currently, there is no way to determine who created the request or report on it. This will be coming with a rebuild of the Vendor Details page.

Will I receive an email on the follow-up assigned to me?

Yes, Whistic will send a reminder email before the scheduled follow-up day as it approaches along with an email on the scheduled day.

📚 Additional Resources

• How to Navigate the Vendor Details Page