Create cancellation task and notify branch staff same day
Create cancellation task and notify branch staff same day
Your cancellation form responses arrive untriaged, leaving branch staff without context to act. It creates a tracked task and emails the correct branch so requests get handled same day.
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Overview
Untriaged cancellations slow branch response and frustrate members; this flow turns every form into a visible work item and sends the right branch the full context. Program coordinators get a trackable task and branch staff receive the request by email so issues are resolved same day.