Participant coordinators keep panelist education up to date
Participant coordinators keep panelist education up to date
Participant coordinators miss education signals in form submissions, delaying assignments. This updates panelist task records with education so coordinators can triage without manual edits.
Overview
Participant coordinators lose momentum when profile updates live only in form submissions, causing qualification delays and misassigned panels. This workflow pushes submitted education levels into task records and notifies coordinators, eliminating manual edits and ensuring qualification decisions happen reliably.
Notable Features
- Populate education fields on tasks
- Route profile updates to coordinators
- Flag mismatches for manual review