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Keep partner establishment records linked to projects for IT

IT admins receive project notifications but establishment records stay unlinked, leaving ops with inconsistent season/project data. It links establishment records so ops see accurate season/project data.

Keep partner establishment records linked to projects for IT

Overview

Unlinked establishment records create operational friction and risk across seasons, forcing operations and program managers to reconcile project and season data manually. This workflow creates and links establishment records as project notifications arrive, eliminating data gaps so ops can act on accurate season and project records with fewer manual fixes.

Notable Features

  • Create establishment records from projects
  • Link establishments to project records
  • Notify ops of new linked records

Keep partner establishment records linked to projects for IT