Workspace Query

Nikki_85

I am setting up a Smartsheet workspace for Fire Call Point Checks that are to be carried out weekly and on a rotating basis.

We have 4 different buildings, each with their own set of call points.

So far I have a basic schedule set up for each building, with due dates. When the check becomes due, it will flag and the check from each of the schedules will transfer onto the 'Check Due' sheet.

The 'Check Due' sheet will send a weekly reminder of the checks required that week and will also send a summary the following Monday showing what checks were completed and which were not.

When a check is completed a simple form will be completed and this will populate the 'Completed Checks' sheet.

I have formulas set up to pull the information from the 'Completed Checks' to the 'Due Checks' for the email summary purposes.

The trouble I am having is that the checks are carried out on a rotating basis, I am concerned that the formula will get confused when we get back to the beginning of the schedule.

Has anyone any advice to assist with, what I think is the missing link to my workspace?

Michelle Choate 2

I am not entirely understanding what you are asking. How do you mean in reference to your workspace? If you want to jump on a zoom call to take a peak, I would be happy to help. There is a link below where you can just throw some time on my calendar and we can zoom quickly to see how I can help? Always happy to help out my fellow community members!

Genevieve P.

Hi @Nikki_85

If your Due Date column is set as a Date column in your sheets, then as long as the year is different it will be treated as a new date.

If you're not using the Date column as your unique identifier for the projects, it would be helpful to see what formulas you're using (copy/paste), and screen captures if possible. I agree with Michelle that images can be very helpful! But please block out sensitive data.

Thanks,
Genevieve