Keep admissions handbook requests tracked and filed

Operations coordinators miss P1/P2 handbook requests in spreadsheets, leaving admissions without signed agreements. Create P1/P2 agreements and update the spreadsheet so admissions can start review.

Overview

Missed handbook requests create record gaps and slow enrollment handoffs for operations leaders. This workflow generates the correct P1/P2 handbook, files it to the student record, and updates the admissions sheet so staff have a reliable audit trail and no missed follow-ups.

Notable Features

Create tailored P1/P2 agreements
Update spreadsheet row status
Notify admissions staff on creation