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Follow-ups

A follow-up is something that needs doing after a problem, by a set time, by one person: "check the walk-in fridge again by 14:30". It stays open until someone closes it and says what happened, so nothing gets forgotten between shifts.

Every follow-up, whatever it came from, is on one list: Follow-ups in the SafetyBrik sidebar, under Today (/safety/follow-ups).

Where follow-ups come from​

For now, every follow-up is a re-check: a second look at something a corrective action dealt with, such as an out-of-range fridge reading or checklist answer.

  • A manager adds one from Records > Corrective actions, with Add follow-up in the action's Follow-up column (see Adding a re-check).
  • Its wording is set for you, for example "Check Walk-in fridge again", and it always has a time to be done by. It starts two hours on.
  • It is for whoever recorded the corrective action, unless the manager chooses someone else.
  • Each corrective action can have one re-check, ever. Once it is closed, what was found stays on the record. If the equipment needs checking again after that, take a new reading.

Re-checks also show on the Team App for the people who need to do them, and can be closed there.

The Follow-ups page​

The page opens on the open follow-ups at the site you are looking at, those past their date at the top, then the soonest due. Use the site tabs at the top to switch site, or choose All sites, which covers your open sites (a site that has been switched off shows only when you pick it). A site's list is its own follow-ups plus the business-wide ones.

Each follow-up shows:

  • Its state - Open (amber), Past its date (red, once its time has gone), Done (green) or Voided
  • When it is due - "Due by 14:30" today at the site, or "Due by 14:30, Fri 14 Nov" on another day. A closed one says when it was due, for example "Was due by 14:30, Tue 10 Nov"
  • What needs doing - for example "Check Walk-in fridge again"
  • Where it came from - for a reading, the equipment with the reading itself, for example "Re-check: Walk-in fridge, 9.0°C at 07:58 on 9 Nov, limit 5°C". The equipment's name opens its temperature history, and a checklist item's opens its checklist
  • Who it is for - "For Sam Taylor", with the site in a business with more than one. Someone who has left shows as "Sam Taylor (left)", with "They have left. Change who it is for."
  • How it ended - for a closed one, for example "Done 9 Nov, 10:05 by Sam Taylor: Back down to 4°C"
  • Close follow-up and Change - on an open one, for people who may use them (see Who can do what)

The list shows 50 at a time; Load more shows the next 50. At phone width each follow-up stacks as a card.

With nothing open it reads "No follow-ups are open". If the list can't be loaded it says "We couldn't load the follow-ups." with Try again, never an empty list.

Filters​

Above the list:

  • Status - Open (the default), Done, Voided or All
  • Owner - Anyone, Me, or one person. Me finds yours whether they were given to your staff record or your login
  • Kind - Any kind, or one kind, such as Re-checks. Re-checks are the only kind so far
  • Past their date only - just the open follow-ups whose time has gone

Your choices are kept in the page address, so a link opens the same list. With nothing matching it reads "No follow-ups match these filters", with Clear filters.

A link to one follow-up opens it at the top of the page, highlighted, under "The follow-up you opened", whatever the filters. Dismiss takes it away.

Closing a follow-up​

Choose Close follow-up and say what happened. For a re-check, the box is What did you find?, for example "Back down to 4°C". It is required. SafetyBrik records who closed it and when.

A closed follow-up can't be reopened, and the re-check's dialog says so: "Once it's closed, this reading can't have another re-check. Take a new reading if it needs checking again."

If someone else closed it while you had it open, the dialog says who and when, for example "Already closed by Sam Taylor at 10:05 on 9 Nov.", with Refresh. Nothing you typed is saved over theirs.

Changing a follow-up​

Choose Change to give it to someone else (Who) or move it (By when). For a re-check:

  • It keeps its wording. Only who and when can change.
  • It needs a time. By when is a date and time on the site's clock, and it must still be to come: "Choose a time that is still to come."

Saving with nothing changed says "Nothing has changed."

Under Who, the dialog says when the person won't see it on the Team App: "Sam Taylor doesn't use the Team App, so they won't see this. It still shows on Today for managers." Someone who works mainly at another site sees a re-check on the Team App only while they're clocked in at its site, unless they're an owner or manager, and the dialog says that too.

Voiding​

A re-check can't be voided. If one was added by mistake, close it and say so. Each re-check carries the line: "A re-check keeps its wording and needs a time. Added by mistake? Close it and say so."

Who can do what​

  • Owners, admins and members can add, change and close follow-ups on the web, including someone else's.
  • Viewers see the list, without the buttons.
  • On the Team App, the person a re-check is for can close it, and owners and managers can close any at the site they're working at.

At a site that has been switched off or removed, follow-ups are read only, like the rest of its records: they have no buttons, and a change sent from a page left open is refused with "This site is closed, so its records can be read and printed but not changed."

If your device is offline, nothing is sent: "You're offline, so this wasn't sent. What you typed is still here. Try again when you're back online."

Times are the site's time​

Every follow-up time is shown and typed on its site's clock, whatever time zone your device is set to. When your device's clock reads differently from the site's, the dialog names the site's zone beside By when, for example "Burford time (GMT)".

Clock-change days​

On the day the clocks change, some times need a second look:

  • Spring forward. A time in the hour the clocks skip (01:30 in the UK, say) doesn't exist, so it is refused: "That time doesn't exist on the clock-change day". Choose a time outside that hour.
  • Fall back. A time in the hour the clocks repeat happens twice, so the dialog asks which one you mean: "The clocks go back that night, so 01:30 happens twice. Which one?", with "01:30 BST (first)" and "01:30 GMT (second)". Until you choose, saving says "Choose which 01:30 you mean."

Follow-up times in that hour then show with their zone, so the two are never confused.

On Today​

Each site's Today has a Follow-ups section with the site's open follow-ups and those closed today: past their date first, then due today, then later, then closed today. A follow-up past its date makes the day Behind, and one due today keeps it at On track until it is closed. You can close or change them there without leaving the page, and All follow-ups opens this page for the same site. In a business with more than one open site, business-wide follow-ups are listed at every site but don't count towards any site's day.

On the Overview​

The Overview has a Follow-ups card with the number of open follow-ups at the site (at your open sites, in the all-sites view) and a badge such as "2 past their date". It opens the Follow-ups page for the same site.

Its Needs attention list adds an alert while any are past their date, for example "1 follow-up past its date" or "3 follow-ups past their date". It opens the Follow-ups page for the same site, with Past their date only on. There is no push notification for a follow-up past its date.

In the EHO Report Pack​

The EHO Report Pack has a Follow-ups section: every follow-up opened, closed or voided in the pack's dates, with where it came from, what needs doing, who it is for, when it is due and how it stands on the day the pack is made, for example "Open, past its date (8 Oct 14:30)" in red or "Done 8 Oct 10:05 by Sam Taylor: Back down to 4°C". Follow-ups opened before the pack's dates and still open are listed in its Still open from before this period section.

In the audit log​

Every follow-up added, changed, closed or voided on the web is in the audit log as Follow-up opened, Follow-up changed, Follow-up done or Follow-up voided, with where it came from, what needs doing, who it is for and by when.