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Update learner CRM from IQA form and notify learner

Update learner CRM from IQA form and notify learner

Your IQA submissions arrive untracked, leaving assessors without QA status or sample notes. It updates the CRM record, logs the sample to a sheet, and notifies the learner same day.

Update learner CRM from IQA form and notify learner

Overview

Untracked IQA responses make certification and billing unclear and slow program operations. This flow updates the learner CRM record, appends an audit row, and emails the learner so program coordinators and compliance see status same day.

Update learner CRM from IQA form and notify learner