Follow-up sheet configuration

To configure follow-up sheets, go to Configuration > Checkpoints.

Checkpoints are grouped by categories. When creating your account, depending on the chosen options, some checkpoints may be created by default.

• Add a category: If no checkpoint is present, start by adding a category. (See Add/Edit a category](/follow-ups/categories))

• Delete a category: Click on the Trash icon next to the category name.

  Warning: Deleting a category will also delete all checkpoints associated with this category.

• Display checkpoints of a category: Click on the category name to see the associated checkpoints.

• Add a checkpoint: Click on the + next to the category name.

• Modify a checkpoint: Click on the Edit icon next to the checkpoint to modify it.

• Reorder checkpoints: Use the double arrows to reorganize the order of checkpoints.

• Delete a checkpoint: Click on the Trash icon next to the checkpoint to delete it.