Automate assigning checklists & creating new users based on a set of pre-existing rules

Because it would be much more efficient and a great time saver if we didn't have to do this manually. Especially when it should be easy and intuitive. If the inquiry is for 9th grade, I'm betting that they'll need the 9th grade checklist. I don't understand why the system couldn't recognize that data point and then go ahead and assign the correct checklist. Same thing for new inquiries that do not have a potential duplicate in the system. Why not let the system go ahead and create the new user and assign the checklist and save us that time of doing a manual process? Obviously, if it is a potential duplicate, we would want someone to look it over and determine whether it needs to be merged or not.

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  • Jul 25 2018
Organization Name (Please enter full organization name) Trinity Christian Academy
Reported Version 4.0
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