Project managers: assign LOTO work cases from new form submissions
Project managers: assign LOTO work cases from new form submissions
Project managers receiving LOTO requests get stuck in manual handoffs, risking project delays and compliance exposure. This flow creates assigned LOTO cases from form entries and records the case ID back.
Overview
Manual handoffs leave LOTO requests unassigned and expose projects to delays and compliance risk. This workflow turns every new request into a mapped, assigned LOTO case and logs the case ID back to the request sheet, eliminating missed assignments and enabling project managers to coordinate work faster.
Notable Features
- Create LOTO case from form
- Assign case to project manager
- Record case ID in sheet