We have two options to fit the way you work.
Option A is for folks who fill out their records once the work is done. You create the record, do the work, and fill out the details of what you did - done!
Option B is for those who want to assign the work to be done, either to a Manager, or just other members of your team. You can create the record, make sure it's what you want, and then assign it out. You can schedule it out in advance or for immediate application. You'll be able to track the progress and receive real time updates.
Not sure what's right for you? Reach out to us and will be happy to guide you in the right direction.
Don't like the workflow you picked? You can always switch!