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Step 3: Define Internal Systems
Forms
PCO Forms
Title
Description
Data Collected
Automation
Notification
Workflow
Database Actions
Writing Fields
1
“Connect Form”
Connections Form online (really another survey, see above)
2
Newcomer Form
New Visitor Workflow
Work flow/ Assign tasks for Newcomer Guest Cards
3
Application for Membership
4
Contact Information Update
5
Guest Card
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