Keep operations coordinators' report files linked to rows
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.
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