Skip to content
Log inSign up
Templates
Program managers keep phase monitoring and pathway records current

Program managers keep phase monitoring and pathway records current

Program managers risk stale phase data when Goal & Pathway forms aren't reflected, causing delayed oversight. Form updates push stage, village goal and pathway into records so managers can act.

Program managers keep phase monitoring and pathway records current

Overview

Phase monitoring gaps leave program managers reacting to stale records and missed follow-ups. This workflow writes Goal & Pathway form fields into phase records and notifies program managers, delivering current stage and pathway views so manual reconciliation is eliminated and managers begin review immediately.

Notable Features

  • Update phase records on submit
  • Map form fields to monitoring
  • Notify managers on record change

Program managers keep phase monitoring and pathway records current