Business consultants: mark consultation status when file attached
Business consultants: mark consultation status when file attached
Business consultants miss protocol updates when files are added manually, leaving records stuck with stale status and causing handoffs. That keeps records current so consultants can act faster.
Overview
Business consultants risk stalled handoffs and confusion when protocol attachments don't change status fields. This workflow flips the protocol status to 'Fertig' as soon as a file appears, eliminating manual edits and keeping consultant records reliable. The result is fewer missed follow-ups and cleaner operational handoffs.
Notable Features
- Mark status when file attached
- Notify consultants and operations staff
- Prevent stale protocol statuses