For program administrators: keep clinical evaluation certificates filed promptly

Program administrators miss clinical certificates in sheet updates, causing filing delays and audit gaps. This copies and renames certificates into each student's folder, ensuring audit-ready records.

For program administrators: keep clinical evaluation certificates filed promptly

Overview

Program administrators face audit risk and manual backlog when certificates aren't filed after roster changes. This workflow ensures each evaluation certificate is correctly named and placed in the student's folder, eliminating manual handoffs and delivering audit-ready records.

Notable Features

  • Copy and rename certificates automatically
  • Place files into student folders
  • Add file link back to spreadsheet

For program administrators: keep clinical evaluation certificates filed promptly