Process Tracker

bzychowski

I am looking for the best template to use to track a credentialing process for at least 50 different employees at the same time. The process has multiple steps that we would want to track such as date they signed the contract, date they started the training, date it was completed, deadline for completing the training, goal date to complete the training, date they applied for the exam, checkbox if they want to participate in the study session, checkbox to indicate the study session dates were shared with the new hire, etc. If there was a graph to show number of participants who completed the training by the deadline and/or received their certification by the goal deadline, that would be great too. I have been using SmartSheet but only basic templates and know there are much more efficient ways to use the platform but need to learn!

Andrée Starå

Hi @bzychowski

I hope you're well and safe!

Have a look at this one.

https://www.smartsheet.com/marketplace/us/template-sets/healthcare-credential-tracking

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

@bzychowski

Here are two other ones that might help, too.

https://www.smartsheet.com/marketplace/us/template-sets/remote-employee-onboarding

https://www.smartsheet.com/marketplace/us/template-sets/new-employee-onboarding