Keep project managers updated when applicants become enrolled
Keep project managers updated when applicants become enrolled
Project managers miss student records when applicant status changes manually, causing enrollment delays. Convert Ready for Transfer to FE applicants into enrolled records and comm logs so coordinators begin intake.
Overview
Project managers lose momentum when applicant status changes don't create live student records, which leads to enrollment delays and missed handoffs. This workflow converts Ready for Transfer to FE applicants into enrolled records and communication log entries, protecting handoffs and keeping coordinators working on the right students. Implementation reduces manual updates and helps coordinators start intake with clean, linked records.
Notable Features
- Create enrolled student records
- Add communication log entries
- Notify enrollment coordinators of transfers