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Update candidate deal and checks when concerns advance

Update candidate deal and checks when concerns advance

Your safeguarding tracker updates don't reach CRM deals and discovery checks, causing onboarding steps to stall. Keep records aligned so coordinators can progress cases the same day.

Update candidate deal and checks when concerns advance

Overview

When a safeguarding concern advances in your tracker, the corresponding deal and compliance checks must reflect that change immediately. This flow removes manual handoffs so program coordinators see updated deal status and discovery-check stages within minutes, enabling same-day onboarding and compliance decisions.

Update candidate deal and checks when concerns advance