Keep operations coordinators' spreadsheets audit-ready after signed declarations

Operations coordinators miss signed Fit and Proper Declarations, risking audit problems for license applications. Spreadsheet rows switch to notified on signature, ensuring accurate, auditable records for reviewers.

Overview

Missed Fit and Proper signatures create audit risk and slow license reviews. This workflow ensures spreadsheet rows are marked notified as signatures arrive, eliminating manual tracking and delivering auditable records so compliance reviewers start with the right information.

Notable Features

Update spreadsheet row on signature
Flag records for compliance review
Notify operations coordinators of updates