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I would love to hear the best use cases that have worked for long-term solutions within your company. The more complex it is, the more I want to know how you did this!
We struggled with paper checklists for manger and supervisor standard work tasks (also known as leader standard work). We’ve created a control center blueprint that provisions checklist and dashboard tools for the individual user. They automatically recieve daily, weekly, and monthly task routines and subtasks. Leaders sign off through smartsheets moving tasks to archive. Teams and team dashboards are created to view completion trends, overdue check and checks ready for sign off. Site level completion rates can then roll up to enterprise levels views of site completion rates. It’s been a great tool to drive adoption and collaboration and leadership work standardization.
I'd love to hear from other more complex situations. It seems I'm not using all of Smartsheet's features yet.
Travel Policy and Laptop Loaner - One that our team is currently working on is using a data feed from government travel alerts to determine which places employees are traveling to on levels 3 and 4. Level 3 employees need a loaner laptop, and level 4 employees can't take any firm devices. The data feed comes in from 2 locations and cross-references to send out automation to the techs to prepare a laptop if level 3 or level 4 tells the traveler that they can't bring firm devices per policy.
Here is what I have built out so far for my Health and Wellness Solution. Please note some information has been redacted, including my Forms Dashboard which is where I go to log most of my entries, it is more for me to see, it's not as pretty as these are. I'm a dork and record many things just for the fun of it. I started…
This keeps happening where I will log in and for some sheets, not all, I have view only permissions even though I am the owner of the account and all the sheets. Sometimes a refresh will fix it and other times it won't. Why does this keep happening?