I am creating a PTO/Absence tracker for our service technicians team.
I have 2 separate input forms.
- one to record/request PTO filled out by the service technicians themselves
- another for Supervisors to book a service technician to a client site for a dedicated amount of time,
- i.e., every MON for the next 3 weeks
- OR
- MON & WED for the next 2 weeks
- etc.; possibilities are abundant
I have presented 'viewing' the PTO/Absences in a number of different scenarios and the preferred one is Calendar App.
My stumbling block is how to capture the recurrences.
Currently the team has an Outlook calendar that is visible to all the Supervisors.
Draw back with this is individual tech PTO requests must be manually entered by a Supervisor.
With a Smartsheet solution, individual techs can use a form, like they currently do so nothing new from their point of view, and their time will instantly be visible on the Calendar App.
Drawback is the Supervisors like the way they enter recurring absences in outlook, where a recurrence dialogue box is available.
I'm struggling with building the worksheet and form such that they can enter recurrences and then have the appropriate entries show up on the worksheet that feeds the Calendar App.
The below example requires 8 entries in order for all booked time to display appropriately on the Calendar App;
- 11/03/25
- 11/05/25
- 11/10/25
- 11/12/25
- 11/17/25
- 11/19/25
- 11/24/25
- 11/26/25
Supervisors DO NOT want to complete the form 8 times (or however many times).
Any ideas/thoughts?
