Managing Daily Checking

AmandaHore

We have a list of checks for a water treatment plant that need to be done every day.

We have created a form for the officers to complete to record the data in a sheet.

Is there a way using automation that we could send an email or put something on a dashboard if a day has been missed? These checks are done 365 days a year. I am stumped for ideas on this as we are just new to smartsheets and hoping the community can help.

Andrée Starå

https://community.smartsheet.com/discussion/122914/managing-daily-checking

Hi,

I hope you're well and safe!

Yes, you can have a Workflow check if the check has been done, and if it hasn't, mark a so-called helper (Checkbox), and then you can have that trigger an alert and collected in a Report shown in a Dashboard

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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AmandaHore

Hi - yes that makes sense. Here is the logic I am putting in the workflow.

Run daily in the afternoon (4pm). Is the below the right logic to see if the date completed has been populated today?

I can see how I can do the rest.

Brian_Richardson

I would maybe just do "today" instead of "last 1 day", and if you want to flag when it has NOT been done then you'd want to check a box or send an alert when the date is not today.