Expire agreement forms and reopen application records daily
Expire agreement forms and reopen application records daily
Your researcher agreement records sit idle and block applicant availability when signatures aren't returned. It frees slots by expiring stale agreements and returns applications to intake same day.
Overview
Stale, unsigned agreements can hold applicant slots and slow recruitment. This workflow automatically expires unattended agreements after your chosen delay and returns applications to the intake pool, letting program coordinators reclaim slots and act same day. It removes a manual checklist and keeps your intake moving.