Keep IT and legal updated with weekly open cases export

IT admins exporting open case records manually get stale spreadsheets and missed billing flags. Weekly exports keep a central spreadsheet current so operations and legal prioritize followup, billing.

Overview

Stale case spreadsheets expose operations and legal to missed billing and slow triage. This workflow centralizes weekly open-case exports into a single live spreadsheet, eliminating stale records so operations and legal can prioritize follow-up and billing. The result is clearer audit trails and fewer missed billing flags.

Notable Features

Export open case records weekly
Replace stale rows in spreadsheet
Notify operations and legal staff