Relevant Financial Relationship Resolutions

Hi all, I’m looking for some best practices from the group in regards to faculty management.

Currently, we have our faculty complete the relevant financial relationships form (RFR) within the platform. If a faculty member has an RFR that needs to be mitigated, the Program Specialist needs to fill out a form that details information such as the activity, dates, and resolution methods. The form is then living outside of the platform on a shared drive. We would really like to keep all documents/forms within the platform to keep things as streamlined as possible.

How can we associate this form with the faculty member without the use of other third-party tools?

Thank you in advance!