Keep ops case tracker dates updated from emails
Keep ops case tracker dates updated from emails
Operations coordinators miss 'Case Prep Ready' emails, leaving case dates stale and handoffs delayed. It logs the email completion date to the case tracker, ensuring faster handoffs.
Overview
Case handoffs stall when readiness dates go stale, creating rework and delays. By recording 'Case Prep Ready' email dates directly into the case tracker, operations eliminates manual updates and ensures handoffs happen faster with clearer records.
Notable Features
- Record email completion dates
- Update case tracker rows
- Notify operations for faster handoffs