Business owners: Ensure case receipt dates on status change

Case managers miss receipt dates when status becomes guarantee or registration, risking compliance. Record receipt dates on status change so case managers keep audit-ready records.

Overview

Missing receipt dates create compliance gaps and slow case processing. This workflow captures the receipt date when status flips to guarantee or registration, eliminating missing timestamps and keeping records audit-ready so case managers can hand off work reliably.

Notable Features

Set receipt dates on status change
Prevent missing timestamps for compliance
Notify case managers of updates