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Create mentee, mentor, and buddy records from eligibility

Create mentee, mentor, and buddy records from eligibility

Your eligibility updates leave mentee and mentor records missing, forcing coordinators to create records manually. Created participant profiles speed pairing and outreach the same day.

Create mentee, mentor, and buddy records from eligibility

Overview

When eligibility moves into a program stage, participant records should be available immediately rather than built by hand. This flow creates mentee, mentor, and peer-buddy profiles automatically, freeing program coordinators to start pairing and outreach the same day.

Create mentee, mentor, and buddy records from eligibility