Keep student case cards review-ready for support ops
Keep student case cards review-ready for support ops
Support coordinators miss consolidated case notes and draft parent messages when form responses are scattered. This appends notes and moves the card to review-ready so coordinators can begin review.
Overview
Support coordinators risk delayed case reviews and family communication when form responses are scattered across forms and boards. This workflow centralizes form responses onto each student's project card and moves the card to a review-ready list, eliminating missed follow-ups and enabling faster review starts.
Notable Features
- Append form responses to cards
- Move card to review-ready list
- Post private notes and drafts