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Follow-up items record the jobs that need doing on a file, with a deadline and an assignee: hotel, guide, vehicle and restaurant confirmations, documents to be sent, payments. The panel reminds you as the last day approaches and when an item is overdue. Follow-up depends on the «Takip» (follow-up) and «Operasyonlar» (operations) modules. The «Takip» module starts switched on in a new firm.

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The file’s follow-up items

Each file’s page has the «Takip» section at the very bottom. «Yönetici» (manager) and «Operasyon elemanı» (operations staff) see and add items on every file. Above the section, the file’s open options are also listed on one line; options are managed from their own section.

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Adding an item

  1. Press the «Madde Ekle» (add item) button. The «Takip maddesi ekle» (add follow-up item) window opens.
  2. Choose the «Tür» (type): «Otel teyidi» (hotel confirmation), «Rehber teyidi» (guide confirmation), «Araç teyidi» (vehicle confirmation), «Restoran teyidi» (restaurant confirmation), «Belge gönderimi» (document sending), «Ödeme» (payment) or «Diğer» (other).
  3. Write the «Başlık» (title).
  4. Choose the «Sorumlu» (assignee). By default the file’s assignee is preselected. If you leave it empty, the item stays unassigned; when it is overdue, the managers are reminded.
  5. If you like, enter a «Son tarih» (deadline) and a «Not» (note).
  6. Save with «Madde Ekle».

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The item’s status

An item is «Açık» (open) or «Tamamlandı» (completed). If an open item’s last day is today, the «Bugün son gün» (today is the last day) badge appears; if its last day has passed, the «Gecikti» (overdue) badge appears. Open items are listed at the top, the one with the nearest deadline first.
  • «Tamamla» (complete) — marks the item as completed; the reminders stop.
  • «Yeniden Aç» (reopen) — reopens a completed item; if its deadline has passed, a reminder is sent again every morning.
  • «Düzenle» (edit) — changes an open item.
  • «Sil» (delete) — deletes the item permanently.
To complete or reopen an item, you need to be the manager, the item’s assignee or the file’s assignee. Only the manager can delete an item. The items of a cancelled file stay read-only; they cannot be changed.

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My follow-up items

The «Takip Maddelerim» (my follow-up items) block on the «Panelim» (my panel) screen shows the open items assigned to you; the overdue ones are at the top. The items of cancelled files do not appear here. Clicking the file number opens the file; you edit the item in the file’s «Takip» section (Panelim).

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The firm-wide follow-up screen

The «Takip» screen in the menu shows the follow-up items of all of the firm’s files in one list. Only the «Yönetici» role sees this screen. The list holds the file, type, title, assignee, deadline and status. You can filter by assignee, type, status and a range of deadlines; by default the status filter shows the open items. The screen is for reading only: to change an item, click the file number and go to the file’s «Takip» section.

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Reminders

Every morning the panel scans the follow-up items and sends bell notifications:
  • For an item whose last day is today, the notification «Takip maddesinin son günü bugün» (today is the follow-up item’s last day) goes to the assignee.
  • For an overdue item, the notification «Takip maddesi gecikti» (follow-up item overdue) goes to the assignee and all managers every morning until the item is completed.
No one is reminded about an item without an assignee on its last day; when it is overdue, the managers are reminded. Reminders are not sent by e-mail.