TestVault: Add a new follow up schedule

Add a new follow up schedule

Step 1: Create a new Follow Up

1. Click "Schedule" from the main navigation.

2. Click the "New" button, and select "Follow Up."

Step 2. Specify which company and donor for the follow up

1. Click "Company" and select the group to which the donor belongs.

2. Enter the name of the donor (or donors) you wish to add to the daily call-in.

3. If the test is regulated, select the regulating organization by checking the correct box.

Step 3. Configure when the Follow Up should begin and end, and whether it should repeat.

1. Enter the date on which the follow up will end.

2. You can set the follow up to repeat by selecting from the "Repeats" menu.

3. If at any point you wish to edit the schedule for a follow up go to "Schedule" from the main navigation. Click on the follow up, and click the "Details" tab.

Step 4. Indicate what type of tests you want to perform.

Choose the type and panel of the test to be performed from the drop down menus.

Step 5. Save and close the follow up.

1. Click "Save." The Follow-Up screen will appear. From here you can edit the follow up details and view the call log.

2. The donor's names will now appear on your schedule. To view a donor's call log click "Schedule" from the main navigation. Click on the name of the donor whose call log you would like to view, and then click "Call Log." This is also where you will find the donor's Call in ID Number. They will be prompted to enter this code each day when they call.