Create student folders and weekly subfolders on intake
Create student folders and weekly subfolders on intake
New student records without folder links make your team hunt for files and delay handoffs. It creates and links a student folder plus weekly subfolders so staff have access before the first session.
Overview
When student intake rows arrive without a clear filing plan, coordinators waste time and handoffs stall. This flow creates a consistent student folder with weekly subfolders and writes the folder link back to the record so staff can start work before the first session.