Keep IT operations audit-ready when questionnaires are sent

IT teams miss application status when questionnaires are sent manually, causing audit gaps and case manager confusion. Updates set questionnaire status and date so case managers get an auditable timeline and clear next steps.

Overview

Manual questionnaire sends create audit gaps that expose operations to compliance risk and slow casework. This workflow keeps application records updated with 'questionnaire sent' status and send date, giving case managers a clear, auditable timeline and eliminating manual updates. The result is fewer audit exceptions and faster handoffs between IT and case teams.

Notable Features

Set questionnaire sent status
Stamp application with send date
Notify case managers of updates