Audit-centric tracking report

DKManley

I am trying to figure out the best way to create a sheet for tracking all programming changes made for our development team. We have several different features that can be updated at different time, and i need to be able to track the latest version, who approved the release, and the release date. Ideally an audit report like the activity log would have been great, but that doesn't seem like an option. Are there any suggestion on how to best build a single sheet and subsequent report to do this? Or would each feature need it's own sheet so that i can them create a report across all of those sheets for reporting on demand? (as an example, we could release cloud updates, portal updates, payment processing updates, etc. all at separate times, with different version numbers). Any suggestions on how to most efficiently accomplish this?

mcullen

Hi @DKManley

I worked on a similar project and set it up using a Smartsheet to track and manage the information. I also created a form so users could easily submit and add information directly to the sheet. To streamline the process, I built an Approval Request automation that maintained a record of who approved each item and when.

From there, I created a report filtered to only display approved items and sorted it by date, so the most recent entries always appeared at the top. You could group your report by feature and sort by date which would allow you to track the latest version, who approved the release, and the release date.

Since I wanted the information to be easily accessible for everyone, I also built a dashboard and used a Report widget to display the report in a user-friendly way.