Program and service delivery tracking involves collecting enrollment and attendance data from multiple sources, manually entering it into spreadsheets, and consolidating it monthly for reporting.
Automation captures enrollment and attendance submissions directly, deduplicates participant records automatically, and generates compliance-ready reports on demand. the team focuses on program quality instead of data administration.
The full workflow, from trigger to completion.
Participant submits enrollment form or attendance is logged via mobile form. The submission triggers the automation immediately.
The automation extracts participant name, contact details, program name, and attendance date from the form. It validates required fields and flags incomplete submissions for manual review.
The automation queries to see if the participant already exists by matching email, phone, or name. If found, the record is flagged as returning; if not, a new contact is created.
A new contact is created with enrollment details, or an existing contact is updated with the latest attendance and program status.
Attendance data is appended to a master attendance log, including participant ID, program, date, and any outcome notes.
On the first of each month, the automation queries attendance and enrollment data and, calculates attendance rates by program, and compiles outcome summaries.
The completed monthly report is posted for leadership review. A summary message highlights key metrics and flags any programs below target attendance.
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