Engineering: update order item status and sent date

Engineers find order statuses lag when documents are sent, causing missed follow-ups and audit gaps. Board status and sent date update on send, giving ops and project managers auditable order tracking.

Overview

Missed follow-ups and audit gaps create operational risk for engineering-driven projects. This workflow keeps project boards aligned with document sends so ops and project managers have auditable, current order tracking, eliminating manual updates and preventing missed handoffs.

Notable Features

Update board status on send
Record sent date on item
Create auditable change history