Create committee review tasks from completed submission items
Create committee review tasks from completed submission items
Your completed aid submission tasks don't spawn committee work, causing manual routing and regional delays. The workflow creates review tasks and assigns them to regional coordinators same day.
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Overview
Manual routing of completed submissions delays your financial aid reviews and adds churn for coordinators. This flow creates and assigns regional review tasks automatically, so coordinators receive actionable items same day and committees get materials ahead of meetings.