Operations business owners keep unit projects linked to records

Operations business owners see unit records missing project links, leaving field staff without files and delaying work. This writes project links to the unit record so field staff can access files.

Overview

Missing project links leave field crews waiting and create costly handoff delays for operations. This workflow creates project records and writes project and public links back to the unit record, eliminating missing documentation and ensuring field staff have the right files when work starts.

Notable Features

Create project records from unit references
Write public and project links
Notify operations and field staff