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Keep program managers updated on community phase changes

Program managers miss phase updates when field forms go unprocessed. This workflow writes form answers into the phase monitor so leads see current status for follow-up.

Keep program managers updated on community phase changes

Overview

Program managers lose visibility and decisions stall when submitted forms don't update monitoring records. This workflow writes form answers into your phase monitor and notifies program leads, eliminating stale records and enabling faster follow-up.

Notable Features

  • Write form answers to monitor
  • Map phase, approval, and goals
  • Notify program managers on changes

Keep program managers updated on community phase changes