Ok, so I'm trying to use Smartsheet as part of our employee move process. Basically, in the past we've use a paper form to inventory what a person has (PC, monitors, chair, boxes, etc) and then use the same inventory to validate that the correct items arrive at the new location.
So, I've created a sheet that will capture the necessary information and I have a form setup to facilitate the input of the info. As far as this goes, I'm really happy with my new ability to gather the data.
What I am stuck on is the "check in" process. Once I have a sheet full of data, I'm struggling with how to validate that the items at a certain location match what the inventory sheet has. Yeah, I could just scroll through the sheet but when we are talking about moving hundreds of people and numerous people on an inventory crew, this isn't feasible.
My first thought was to have a form generated based on the collected data that could be used to check things in. However, my understanding is that Smartsheet doesn't really support this.
My next thought was to have the "check in" team go through the same inventory process. This would create a second sheet with similar information. I would then need to have the sheets compared and discrepencies identified.
I hope what I'm trying to do makes sense and I'd love to hear some suggestions on how to make these ideas work or any new ideas on how to make this process work.
Thanks