Update quarterly review form options for adviser lists
Update quarterly review form options for adviser lists
Your quarterly review forms list outdated advisers, causing manual fixes and wrong attendee selections. Keep lists current so coordinators and leadership use accurate rosters before each review.
Overview
Stale adviser lists in review forms create last-minute manual work and misaligned attendee selections. This workflow refreshes form options every morning so coordinators and executive leadership see accurate rosters ahead of each quarterly review, removing manual prep before meetings.