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Keep operations coordinators' report files linked to rows

Operations coordinators miss treatment report links, producing orphaned files and incomplete program records. Coordinators keep records current and find files fast.

Keep operations coordinators' report files linked to rows

Overview

Orphaned treatment reports break program tracking and force operations coordinators into manual searches. This workflow links new report files to the right spreadsheet rows, eliminating missing documentation and giving coordinators quick access to files for reliable program tracking.

Notable Features

  • Attach new report files to rows
  • Match files by submission identifier
  • Alert coordinators on missing links

Keep operations coordinators' report files linked to rows