Create final review records from intake form entries
Create final review records from intake form entries
Intake form submissions lack tracked review records, leaving cases unassigned and slowing claim progress. It creates or updates final review and project records so reviewers can begin triage same day.
Overview
New intake submissions often sit untriaged and delay claim progress; this flow ensures each submission either updates its project or spawns a Final Review so work is visible to reviewers. That means case managers can begin same-day triage instead of waiting on manual tracking.