Retail IT: Record salesperson handovers with attached PDFs
Retail IT: Record salesperson handovers with attached PDFs
Operations coordinators miss handover sheets when PDFs aren't attached, creating audit gaps. This workflow creates a centralized handover record with the PDF so coordinators have an auditable trace.
Overview
Unlinked handover PDFs create audit gaps and operational confusion across retail stores. This workflow turns each submitted handover into a centralized, auditable record with the PDF attached so operations coordinators always find the original document and IT maintains a clear trace for audits.
Notable Features
- Create centralized handover records
- Attach submitted PDFs to records
- Notify operations coordinators of uploads