Prerequisites
- If one or more applicant activities already exist for an application, there is an easy way to create follow-up activities. Depending on the activity you select, the system will propose suitable follow-up activities. If these are suitable you can adopt them as follow-up planned or completed activities for the application.
- You are on the Maintain Applicant Activities screen.
Procedure
- Select the desired activity, and choose Edit ® Follow-up activities.
- Select Planned or Completed for all activities you want to adopt as planned or completed follow-up activities.
- If you want an activity to refer to its previous activity, select Reference for the follow-up activity.
- Choose Transfer.
- Enter data in the fields required, and choose Transfer. Perform this step for every follow-up activity selected.
- Save your entries.
The Choose Follow-Up Activities screen appears.
Result
You have created one or more follow-up activities for an activity.
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