Keep client course rosters flowing for project managers
Keep client course rosters flowing for project managers
Project managers miss roster updates when instructors' post-course forms go unprocessed, risking compliance and messy client records. Emails rosters to client contacts so recordkeeping starts promptly.
Overview
Delayed rosters create compliance risk and frustrate client relationships for project managers. Routing instructor submissions to client contacts and archiving rosters centrally preserves an audit trail, eliminates missed records, and lets client-facing staff begin recordkeeping promptly.
Notable Features
- Email rosters to designated contacts
- Attach roster photos and PDFs
- Save rosters to shared drive