Need Ideas: How best to organize staff times

Annaleah Morrow

We regularly have requests for staff to cover orals or sales meetings. The 'areas' for the staff are consistent (e.g., HR, Payroll, Financials, Technical, etc.), but then for each 'date' there may be a request for HR to be onsite, Payroll to remote - and then we need an indication of which role is needed for which areas and which resources are assigned. Right now I have a sheet where I am keeping the 'Area' frozen and color-coding columns after that, but there has to be an easier way!!!

If I use a 'form' it will give me a row - but I really need a single relationship between what is needed for each area on different days - I may need HR on Monday, but only Financials on Tuesday of this week. And it may be a different combination next week.

Cards, Project Plan, timelines, I'm open to any ideas! Here is what I have so far - but it's clunky.

kowal

Hi Annaleah,

So yeah form will always give you a new row but if you want to work on existing rows the only option is request for update. Have you considered it?

Annaleah Morrow

@kowal that's an interesting approach. The challenge I see is that I don't know what the new dates are…so I might have someone need to add a request for resources for 10/20 or 10/31. Generating that new set of columns (date, mode, client dates/agenda, and resource name) are what is tripping me up. It feels like something I should do on the calendar - BUT since the calendar only shows the primary field, it will always just say the Area with dates, and not show us which clients are causing the overlap or that resources are overlapping.

kowal

so I think somehow both Forms & Request for Update needs be used in your case.

Form to add new row and if needed the Request for Update needs to be used in this row to collect extra data.