File signed protocol, update tracker, move card, alert team
File signed protocol, update tracker, move card, alert team
Signed confidentiality protocols often go unrecorded, stalling onboarding. This links the signed file to the project record and notifies coordinators so subcodes are issued same day.
Overview
When signed confidentiality protocols return, projects often stall while coordinators chase confirmation. This workflow marks the project record as signed, moves the task card to the configured signed list, and notifies coordinators so subcodes and materials are issued same day.