IT: Keep student logs updated when onboarding calls cancel
IT: Keep student logs updated when onboarding calls cancel
IT admins find canceled onboarding calls aren't recorded, causing coordinators to miss follow-ups. This ensures coordinators see status and follow up promptly.
Overview
Missed cancellation updates leave onboarding coordinators scrambling and delay student activation. This workflow records canceled onboarding calls in the student log so coordinators can reschedule or follow up promptly, eliminating manual reconciliation.
Notable Features
- Mark cancellations in student records
- Notify onboarding coordinators instantly
- Search by email and update record