Follow-up statuses

Every result has one status. It moves forward when someone on the team does something, not when they remember to change a dropdown.

Status	Means	Set by
New	Nobody on the team has looked	Finishing the assessment
Reviewed	Someone read it and marked it walked through	Mark walked through
Followed up	A conversation has been logged	Log a conversation
Placed	They are serving, or trying a team	Place them

You can also set a status directly from the People list, alone or for several people at once, when the real-world step happened somewhere GiftWell did not see.

Who is waiting

Needs a first look on the Overview is not simply "status is new". A person is waiting when their newest result is new, nobody has logged a conversation or placed them, and none of their earlier results was ever opened either. Someone who retakes the assessment two years after you placed them does not go back to the top of the queue; their new result sits on their timeline for whoever follows up with them.

Who follows up

Any result can be given to one leader or above on the team. It shows on that person's Overview and in their section of the weekly digest, and the People list can be filtered to mine. Choosing who follows up does not change the status.

When a person retakes

A new result starts at new and the older one keeps its status, so the timeline on the person's page tells the whole story: taken in 2024, placed on the welcome team, retaken in 2026 with Teaching now in the lead band.