IT: keep placement records updated after staff send PDFs

IT admins lose audit trails when Send PDF isn't logged, creating gaps in placement records. It timestamps sends on placement records so ops and coordinators see status and audit history.

IT: keep placement records updated after staff send PDFs

Overview

Missed Send PDF events create audit gaps and force manual investigations for ops. This workflow writes a send timestamp to each placement record, giving operations and placement coordinators clear status and an auditable trail. IT can reduce manual fixes and resolve delivery questions faster.

Notable Features

  • Record send timestamp on placement
  • Update placement status and history
  • Notify ops and placement coordinators

IT: keep placement records updated after staff send PDFs