---
title: "Quote Follow Up"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28405272/Quote%20Follow%20Up"
format: markdown
---
# Overview

**Scheduled Notification Tasks** are the background tasks scheduled to run on the [Scheduler Administration ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28405088)that scan the database and register an Event within the Notifications Event Queue. Any subscribed actions, such as [Create-Task Action](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391066), Send an [SMS Action](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383270), [Email Action](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408730) or [Notification Action](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408822) will then be triggered as part of this event.

Once scheduled and run, the **Quote Follow Up** Scheduled Task searches Frameworks for any Quotes requiring to be followed up as per the date set in the **Follow-up** field for the branches specified in the **Branch List** field. 

> ✅ Refer to [Setup & Administration ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28386126) for further information.

# Scheduling the Quote Follow-Up Task

To create the Quote Follow Up Notification Task and schedule it, perform the following:

1. Click the **Frameworks Menu** and navigate to **Systems Administration > Event Notifications > Notification Tasks > Quote Followup **from the navigation tree.
2. If applicable, type the branch number/s to search for Quotes requiring to be follow up in the **Branch List** field.  It defaults to all branches.

> **Example:**
> 
> Enter 10 to search branch 10 only. Type 10,11 to search in branches 10 & 11. Use the * key to search all branches.
> 
> ![image](media://3ea58585-1322-4e8c-9896-210f752b0a8b)


3. If applicable, modify the** Follow-up **date to the date you would like the scheduled task to search for any for Quotes requiring to be follow up. It defaults to @TODAY+1.

> ℹ️ For the Delivery Date field, you can use one of the text variables date options. The current list of text variable options are:
> ℹ️ 
> ℹ️ - **@start_of_month**: First day of the current month
> ℹ️ - **@end_of_month**: Last day of the current month
> ℹ️ - **@start_of_year**: First day of the current calendar year
> ℹ️ - **@end_of_year**: Last day of the current calendar year
> ℹ️ - **@today**: Today's date  
> ℹ️ All the above variables can have a + or - days, months, years added to them, for example, @today + 1 = tomorrow)

4. Enable the** Report Only **checkbox** **to only create an error file report. If enabled, **it will not create any event. **
5. Click the **Scheduled **tab to schedule when the Quote Follow-up scheduled task should run.

> ⚠️ When creating a scheduled task, for a selected cycle, ensure that you use the text variables on the report criteria tab or the task will be run for the specific dates selected.

> ✅ Refer to [Scheduled Task - Scheduling and Output ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) to update this information.

6. Click **Submit** to submit the task.
7. If you run the task immediately, the **Output **tab displays the results of the completed task and you can click on the reports generated. If run later, the [Task Scheduler Queue](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28405088/Scheduler+Administration#%5BinlineExtension%5DTask-Scheduler-Queue) contains the output.

# Additional Information 

> ✅ Refer to [Order Confirmation Automated Notifications](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383310) for more information.
> ✅ 
> ✅ Refer to [Create-Task Action](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391066) for more information on assigning a Frameworks user task.