Generate user assessment report and attach to record
Generate user assessment report and attach to record
Your assessment records often lack a finalized PDF, leaving coordinators without shareable results. Receive a PDF report linked to the participant record for same-day review.
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Overview
When assessment rows sit without a finalized report, coordinators spend hours prepping results and follow-up stalls. This flow generates a PDF per new record and pins it to the participant row so teams can review and act the same day.