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Dream Factory by TruBridge Ideas Portal
Created by Guest
Created on May 7, 2025

Incomplete Preventatives and Follow ups

When a Preventatives list screen is input through the communications tab and a due date is placed, have that incomplete preventative or follow up, on the input due date, go into that persons personal inbox in communications so ensure this is being completed. Instead of having to manually run a report from "incomplete preventatives" every so often to ensure nothing is missed and everything is complete. This prevents users personal inboxes from being overfilled with follow ups that need scheduled in the future.

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