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Create tracking records for new supplier regulatory files

Create tracking records for new supplier regulatory files

Unprocessed supplier regulatory files land in a shared folder without tracking, stalling compliance triage. It logs each file to a tracking table so coordinators can rename and route them same day.

Create tracking records for new supplier regulatory files

Overview

When supplier regulatory files pile up in a shared folder, compliance coordinators lack visibility and rename work gets delayed. This workflow logs every new file into a central tracking table so records staff can rename, route, and triage documents the same day.

Create tracking records for new supplier regulatory files