Create PIP task when student marked At Risk
Create PIP task when student marked At Risk
Students moved to At Risk lack tracked remediation, so coordinators miss timely follow-up. This creates a PIP task with checklist subtasks for the owner, enabling timely outreach before the next meeting.
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Overview
When a student’s deal moves to At Risk, this workflow creates a single, tracked PIP task with checklist subtasks so coordinators have a clear owner and playbook. That means outreach and review happen within minutes and are completed before the next instruction meeting.