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Project managers keep assessment records updated

Project managers miss assessment attachments in email, causing scheduling and reporting gaps. It files each report into participant folders and extracts trait scores so follow-up starts quickly.

Project managers keep assessment records updated

Overview

Assessment files get lost in busy inboxes, causing scheduling delays and incomplete reports. This workflow files each report to the participant folder, extracts trait scores, and writes them into your roster so assessments teams can begin follow-up without manual hunting.

Notable Features

  • File reports to participant folders
  • Extract trait scores into records
  • Notify assessments of missing data

Project managers keep assessment records updated