By default, when you assign a follow up form to an applicant, it is immediately visible on their dashboard. You have the option to enable the Show Follow Ups with Decision Status setting. When enabled, the system only shows an applicant their assigned follow ups once the decision status is visible for their request. The timing of when the decision status and assigned follow ups become visible is controlled by the Show Decision Status setting.
You might choose to enable this setting to allow time to communicate with applicants before their assigned follow ups become visible.
When assigning a follow up with an automatic email configured to send when the form is assigned, the automatic email will still send even if the Show Follow Ups with Decision status setting is enabled. Consider removing the automatic email for the follow up form if it is preferred to manually send award communications to applicants at a specific time.
Enable the Show Follow Ups with Decision Status Setting
- Click the gear icon in the upper-right corner.
- Click the pencil icon next to the Show Follow Ups with Decision Status setting.
- Select True, and then click OK.