Keep project managers updated when PI forms submitted
Keep project managers updated when PI forms submitted
Project managers miss candidate updates when PI forms sit unprocessed, causing scheduling gaps. Keep campaign candidate records current on form submission so project managers coordinate without delays.
Overview
Unprocessed PI forms create scheduling gaps and force project managers into manual chasing. This workflow keeps campaign candidate records current on form submission, ensuring project managers see updated status and form details so coordination happens without missed handoffs.
Notable Features
- Update candidate records on submission
- Map form details to status fields
- Notify project managers of changes