View Tracker Follow-Up Tasks

These steps explain how to view Tracker follow-up tasks by employee or account number.

1. Launch Tool #5 Work with Member Follow-Ups.

2. In the Assigned to employee ID field on the Work with Follow-Ups screen, enter the employee ID of the staff member for whom you'd like to view Tracker follow-up tasks.

3. Click the forward arrow.

   • Overdue tasks will be highlighted.