Follow_up_List

Follow-up List

A Follow-Up List identifies cases or accounts that require additional action by the court, such as unpaid balances, missed hearings, compliance issues, or pending communication. Courts print the report to track outstanding follow-up tasks, prioritize collection or notification efforts, and ensure important case actions are not overlooked. It also helps staff manage workload and maintain consistent case monitoring and communication. 

Scenarios for printing a Follow-up List:

  • Track current and future follow-up actions.  

  • Select the selection criteria that you will use to print Batch Letters/Forms.

  • Check cases for compliance with court orders. 

 

Watch a webinar

Learn how to use the follow-up list to track follow-up actions. 


 

 

Printing a Follow-up List

1. Open Connect Court Management > Reports > Follow-up List.

2. Set up the Report Dates.

3. Set up the report options.

  1. Select follow-up statuses
  2. Include closed cases
  3. Send to batch letters/forms
  4. Select follow-up actions

4. Set up the Selection Criteria, Report Order, and Report Sections.

5. Click Print (CTRL+P).

The report prints.


Setting up the Follow-up List to print batch letters and forms

When you print the Follow-up List, you can set up the report options to print letters, forms, or both letters and forms to the individuals who have been included on the Follow-up List. If you choose this option, the Automatic Letter Selection window will display a list of follow-up letters and forms to print. To learn more, see How do I send letters/forms when I print the Follow-up List?


Options

Follow-up statuses

Filter the follow-up statuses to include on the report. When a follow-up action is processed, the status on the follow-up action changes from pending to completed. A follow-up action status is deleted when the a pending follow-up action is deleted before it was completed.

 

Include closed cases

Set up the report to include closed cases. A closed case is a case that has a closed case disposition. Usually, closed cases are excluded from the report.  

 

Send to batch letters/forms

When you print the Follow-up List, you can set up the report options to print letters, forms, or both letters and forms to the individuals who have been included on the Follow-up List. If you choose this option, the Automatic Letter Selection window will display a list of follow-up letters and forms to print.

 

Follow-up actions

Select the follow-up actions to include on the report. A follow-up action is an event, such as printing a letter or form, that is attached to a code. The list shows the action codes that are saved in the Action Codes table. To update the list, see How do I add/remove an action code?

 


 

 

 

 

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