Update contact and send orientation follow-ups to participants

Your participant records fall out of sync when orientation completions aren't captured, delaying coordinator outreach. The workflow updates contacts and sends follow-ups so coordinators can act same day.

Update contact and send orientation follow-ups to participants

Overview

Course completions that aren't recorded create manual reconciliation work and delay essential follow-up by coordinators. This workflow writes completion details into the contact record and notifies the assigned owner, so follow-up and compliance steps happen the same day.

Update contact and send orientation follow-ups to participants