Prevent missed enrollments for operations coordinators handling imports

Operations coordinators importing participant spreadsheets miss enrollments and break reporting. This workflow imports files into your participant table, creates linked records, and archives them.

Overview

Operations coordinators risk missed enrollments and incomplete reporting when import files pile up. This workflow ingests spreadsheets, creates linked participant records, archives originals, and closes the manual handoff — ensuring enrollment and reporting start faster and data errors are reduced.

Notable Features

Create linked participant records
Archive processed files to folder
Validate and flag duplicate rows