Education ops: trigger urgent case manager follow-ups on updates
Education ops: trigger urgent case manager follow-ups on updates
Case managers in education miss expected-eval count changes, causing stalled funding decisions. Create a high-priority follow-up task on updates so managers act and keep evaluation cadence.
Overview
Missed updates to expected evaluation counts stall funding decisions and create aging follow-ups. This workflow turns every count change into a high-priority task so case managers act and keep evaluation cadence, driving faster response times and clearer audit trails.
Notable Features
- Create high-priority follow-up tasks
- Include case details in task
- Alert assigned owner and manager