Create RFT report, certificate and send to compliance
Create RFT report, certificate and send to compliance
Your RFT inspection files often remain unfiled, leaving compliance records incomplete. Coordinators get completed reports and certificates in the shared folder and inbox so they can close cases same day.
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Overview
When fit test paperwork lags, coordinators waste hours chasing PDFs and missed follow-ups. This flow bundles the report, certificate and a row in your master sheet, delivering files to the reports folder and an inbox within minutes so cases get closed same day.