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Create reviewer task when applicant record is marked complete

Create reviewer task when applicant record is marked complete

Applicant records stall when marked complete without reviewer tasks, forcing coordinators to chase files and delay decisions. It assigns reviewers and supplies context so feedback starts within minutes.

Create reviewer task when applicant record is marked complete

Overview

Completed applications often sit without an assigned reviewer, forcing coordinators to chase documents and delaying decisions. This workflow turns a 'marked complete' record into a context-rich reviewer task, cutting follow-up time and enabling feedback within minutes and ahead of the review window.

Create reviewer task when applicant record is marked complete