Create a checklist report to document end user review of records

Mike L. · 12/06/18

I'm not sure how to tackle this one, all suggestions are welcome (thanks in advance).

A project manager has 50 projects. They want to document that they have reviewed all project activities (tasks, reports, etc) monthly. So they are asking for a basic list of active projects assigned to them and an easy way to mark complete (checkbox) that also shows history.

So my initial thought is a list of active projects assigned to this person (easy enough) but I'm not sure what to do about the date (history) such that it doesn't require monthly maintenance to insert a new row/column of checkboxes or to duplicate the active project list.

Thanks!

Mike Wilday · 12/06/18

What if you made a checkbox column for each month of the year on the same sheet as their list of projects. That way they could could mark off that they reviewed those each month and you could set up all 12 columns in minutes.

Andrée Starå · 12/06/18

Hi Mike,

One way to do it could be to have a checkbox column that they check of and then you reset the checkbox until next time and then you can see all the history in cell history.

Would that work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Mike L. · 12/07/18

Thank you both for your suggestions. What I decided to do was create a sheet in each project (to be setup when a new project starts). I manually create a row for each month when review is required. The I made a report for the project manager's dashboard to search for these sheets in the workspace only returning rows that have dates before today (sorted in descending order.) This eliminates future review dates before they occur. It is still less automated then I want it to be but I think it will work for now. Thanks again. I was drawing a blank and couldn't make any progress, but when I read your replies it really helped me to move forward.

review sheet.jpg

Andrée Starå · 12/07/18

Great!

I'm always happy to help!

Best,

Andrée

Mike Wilday · 12/07/18

I'm glad we were able to help out!

Create a checklist report to document end user review of records

Comments

Categories