Support ops: copy counselor notes into applicant eligibility
Support ops: copy counselor notes into applicant eligibility
Support ops lose counselor feedback when reviews live elsewhere, so eligibility reviewers miss context. It copies comments into eligibility record so reviewers have consolidated notes to speed decisions.
Overview
Missed counselor feedback leads to inconsistent eligibility decisions and extra manual lookups for support ops. This workflow ensures completed review comments land on the applicant eligibility record so reviewers always see consolidated notes, eliminating lookup delays and enabling faster, more consistent decisions.
Notable Features
- Copy counselor comments to application
- Trigger when counselor marks review completed
- Keep eligibility record consolidated