Date of Next Contact TouchPoint elements can place a desired follow-up task on a user's To Do List. Depending on the type of Follow-up there are different ways to complete the To Do and clear the item from the list.
To Clear Update To Do (set with the Alert Type: Reminder to complete this TouchPoint option):
Click The To Do List Tab
Select the appropriate drop-down and Click Go
Find the Participant and Follow-Up Item
Click Update TouchPoint
Make any necessary updates
Be sure to de-select the Schedule Follow-up Alert option selected
Click Save and then OK
You will return to your To Do List and the Update item will be cleared
To Clear Take To Do (set with the Alert Type: Reminder to take a new TouchPoint option):
Click The To Do List Tab
Select the appropriate drop-down and Click Go
Find the Participant and Follow-Up Item
Click Take Form
Complete fields
Click Save and then OK
You will return to your To Do List and the Take Form item will be cleared
Click here for more information on the To Do List Feature.
Please contact Customer Support if you require additional assistance.