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Customer support ops: keep student case review cards current

Support ops miss case reviews when forms don't update student cards, causing missed follow-ups. Forms update the right student card with notes and draft emails and move it to pending review.

Customer support ops: keep student case review cards current

Overview

Support ops risk missed follow-ups when case review forms don't land on the right student record. This workflow routes each submission to the correct student card, appends private notes and draft parent emails, and moves cards to pending review—eliminating missed follow-ups and ensuring tutors start review promptly.

Notable Features

  • Update student cards instantly
  • Append private tutor notes
  • Move card to pending review

Customer support ops: keep student case review cards current