Engineers: automatically create year-and-request folders for service requests
Engineers: automatically create year-and-request folders for service requests
Engineers receiving service webhooks see files misplaced and technicians delayed. This creates year/request technician and admin folders and updates the request with folder links for faster handoffs.
Overview
When folders aren't provisioned, technicians lose time and handoffs stall — risking missed work and operational delays. This workflow provisions year-and-request technician and admin folders and writes links back to the service record, giving engineers and admins linked document locations and enabling faster handoffs with an auditable record.
Notable Features
- Create year-and-request folders automatically
- Attach folder links to request records
- Notify engineers and administrators of folders