Does anyone have a template for supervisors to review their team's time and money spent in training?
Does anyone have a template for supervisors to review their team's time and money spent in training?
I would like to create a form for staff to fill out with this information, but then be able to have each supervisor view their team only. I want to use it as an easy way for supervisors to see this information to be able to make decisions around who should be sent to trainings.
Answers
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You could create a report filtered by 'current user' for the supervisors.
If your worksheet that collects data from the form does not request/require staff to enter supervisor, you could have an index/match in the worksheet to pull supervisor from a master data source. -
Hey @Dana L. M.
We've created similar solutions before. If you want to set this up yourself here is what I would do:Create a Form: Set up a form where staff log their time and money spent on training. Be sure to include a field for their supervisor's name.
Use a Report for Supervisors: Create a report filtered by “Current User.” This way, each supervisor only sees their team’s data when they log in.
Automate Data with INDEX/MATCH (if needed): If you have a master sheet with staff-supervisor assignments, you can use INDEX/MATCH formulas to automatically assign the right supervisor.This setup will give supervisors a clean view to make decisions about future training.
If you need help getting it all running smoothly, see my signature!
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