VP of data administration: stop unscheduled match follow-ups

VP of data administration notices match-support stays unscheduled after reminders, creating program and compliance risk. Escalation tasks assign case owners so outreach completes.

Overview

Unscheduled match-support cases create program delivery gaps and donor-facing compliance risk. This workflow converts failed reminders into escalation tasks and status records so case owners are assigned, outreach completes, and program timelines and donor trust are protected.

Notable Features

Create escalation tasks for cases
Assign case owners after reminders
Log automation status records