Business owners: keep school records progressing after teacher submissions
Business owners: keep school records progressing after teacher submissions
Business owners watch school records stay in 'Sent' after teacher updates, causing missed follow-ups. This flow moves records to 'Teacher has filled in form' so operations staff act on accurate status.
Overview
When teacher-submitted forms don't advance records, business owners face missed follow-ups and stalled operations. This workflow updates the stage and alerts operations staff so records stay current, driving faster handoffs and fewer manual escalations.
Notable Features
- Advance records on field change
- Notify operations staff on change
- Prevent records lingering in 'Sent'