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For social services: capture reassessments as PDFs and logs

For social services: capture reassessments as PDFs and logs

Program administrators in social services miss reassessment forms, creating compliance gaps. It stores a PDF, appends a spreadsheet audit row, and alerts ops staff so audits show complete records.

For social services: capture reassessments as PDFs and logs

Overview

Program administrators risk compliance gaps when supervisory reassessments are left unfiled. This workflow captures each form as a stored PDF, logs an auditable spreadsheet row, and alerts operations so audits show complete records and manual chasing is eliminated.

Notable Features

  • Save form submissions as PDFs
  • Append each submission to spreadsheet
  • Notify ops staff in real time

For social services: capture reassessments as PDFs and logs