Keep mentee profiles and draft agreements linked for admins

Program administrators processing supervisor agreements see mentee profiles uncreated or unlinked, causing onboarding delays and record gaps. It creates draft agreements and links profiles for consistent processing.

Overview

Program administrators lose time to manual record linking, which creates onboarding bottlenecks and record gaps. This workflow creates draft researcher agreements and links or creates mentee profiles automatically, eliminating disconnected records and enabling consistent, auditable processing. The result is faster handoffs, fewer manual fixes, and clearer records for compliance.

Notable Features

Create draft researcher agreements
Link or create mentee profiles
Alert program administrators on exceptions