We connect a follow-up with the document that needs attention. In Optiwise, the assignee can open the source record, review the request and complete the required work instead of reconstructing the issue from a message thread.
For an illustrative held receipt, assign quality the missing measurement, give the task a due date and keep the receipt reference with it. The assignee records the inspection result and includes the relevant record or attachment as completion evidence. The supervisor can find due, overdue, team and completed work in the task queue.
Use the rule for the work, and the record for the decision
A configured event/status rule can create follow-up, approval or document work and route it to a person or team. Your administrator chooses the template, qualifying condition and recipients. A notification is a separate outcome; receiving one does not mean the assigned task or inspection is complete.
If a measurement is still missing, explain the blocked dependency in the task's notes or comments and give the next action to the responsible person. Where mandatory quality inspection blocks stocking, completing a reminder does not release the material. The receipt and inspection state determine that decision.
Leave the next shift a usable handover
Keep the original source reference and completion evidence visible. If another follow-up is needed after the first task closes, create the next task with its own responsibility and date. A duplicate alert should prompt a check of the existing work rather than two unrelated instructions.
Explore event and action rules, quality work and the required form, or walk through your team's exception.
All dashboard panels and sample task records on this page are illustrative layouts with fictional names and quantities, not customer evidence or product-screen captures.
