Keep evaluation items set with correct review links

Operations coordinators create evaluation items missing the correct review link, causing wrong client reviews. It inserts the correct form link by period so client teams send accurate forms.

Overview

Missing or incorrect review links create rework and risk client satisfaction for operations teams. This workflow ensures the right form link is attached by review period, eliminating wrong submissions and reducing follow-up work so client-facing staff can complete reviews faster.

Notable Features

Populate links by review period
Update item fields on creation
Notify client teams on creation