IT: mark client records when authorization forms complete
IT: mark client records when authorization forms complete
IT staff miss authorization submissions in intake forms, causing coordinators to miss starts. This marks client records as Authorization Forms Completed, so ops can assign work within minutes.
Overview
When authorization forms aren't recorded, project starts stall and coordinators scramble to catch up. This workflow marks client records as completed and notifies ops coordinators so work is assigned and starts quickly; teams report faster handoffs and far fewer missed intake records.
Notable Features
- Mark client records as complete
- Notify ops coordinators immediately
- Link form submission to project log