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Keep trainee survey delivery records accurate for CEOs

Keep trainee survey delivery records accurate for CEOs

CEOs see trainee survey sends go unrecorded, causing missed follow-ups. This workflow marks survey records 'Sent' with a timestamp when final emails send, so admins start follow-up with accurate status.

Keep trainee survey delivery records accurate for CEOs

Overview

Missed survey send records make follow-up unreliable and skew program reporting. This workflow ensures every final survey email is recorded and timestamped, so administrators can begin timely follow-up with confidence and reporting reflects true delivery.

Notable Features

  • Mark survey records as sent
  • Add timestamp to sent records
  • Notify administrators for follow-up

Keep trainee survey delivery records accurate for CEOs