Project managers keep regional training spreadsheets up to date
Project managers keep regional training spreadsheets up to date
Project managers miss details when training enquiry rows go stale, causing missed customer or appointment details. The workflow updates the right regional row on each submission, so coordinators see customer, appointment and PDF details.
Overview
Stale training enquiry rows create scheduling gaps and frustrate clients, putting course delivery at risk. This workflow keeps regional reporting rows accurate on every form submission, eliminating manual updates so coordinators can act on current customer, appointment and PDF details.
Notable Features
- Update the regional report row
- Attach submitted PDF links
- Notify project managers and coordinators