When working with Responses, it is important to ensure a SPoC creates a Process or workflow. Process steps fire in order one at a time, creating tasks for the Responses. Process steps need to include how to follow-up with a response until it is closed. 

Response Workflow Example

Once a Response is assigned, an email is sent providing information necessary for follow-up. An email notification will be sent daily until the Response has been completed.

• When a Response task appears on the Home page, navigate to the "People Lists" folder and click on the "Responses" page.
• Change the View to "Waiting on Me".
• Open the desired Response by clicking on it. If previous contacts have been made, there will be a date in the "Last Follow Up" column.
• Follow up with the individual via call, email, letter, etc. 
• In the "Follow Ups" subpage, click "New":
  • Add Follow Up "Date."
  • Designate the "Action" (call, email, etc.).
  • Enter "Notes".
  • Click "Save".
• Continue adding "Follow Ups" until you have successfully completed the Response.

Completing the Response

If contact attempts were successful, complete the Response:

• Edit the Response record.
  • Select the appropriate "Response Result" (Placed, Info Sent, etc.).
  • Click "Complete".
  • Click "Save".

If contact attempts were unsuccessful, click "Complete". Clicking complete does the following:

• Closes the task (yellow dot turns green)
• Changes the response "Closed" field to "True", removing the Response from the "Open" View.