Can I customize a Web Form to look like a monthly calendar

Nicole W.

We are newer to Smartsheet and still learning some of the features. 

 

Each month we ask our Home Care Caregivers to submit their Monthly unavailability, dates and time of day that we cannot put them on the schedule.

We currently have 12 unique PDF forms - for each month - that have to be created once a year then emailed and mailed out  - hand completed - and returned via email, mail, drop offs.

Once returned the scheduler refers to these while they compile schedules. 

 

We ask them to x out the cells that they cannot work. 

Here is an idea of what the first two week blocks look like. 

 

Week 1  Sun     Mon    Tues   Wed   Thurs   Fri   Sat

Date       28th   29th    1st      2nd    3rd      4th   5th 

6am     

7am

8am

....

 

I would LOVE to have a user friendly web form (that doesn't require too much monthly maintenance to keep the dates correct for the upcoming month) that could keep all of this data. 

 

Anyone know of a way to accomplish a goal like this? Any help or suggestions would be appreciated! 

Jennifer Dewhurst

I believe there is a "vacation Template" available for just this type of thing. Then you can customize it. 

Travis

Here's information on using Smartsheet to manage vacation schedules: https://www.smartsheet.com/blog/support-tip-manage-vacation-schedules-resource-management

 

This may not be exactly what you are looking for but the process and template is easily modified to fit your exact needs. 

 

Users can fill out a web form with information on when they are unavailable, its added to a sheet where using resource management, the users are marked as unavailable and will be treated as such if you attempt to schedule them during that time on another sheet. 

 

You can also just use the resource management tool, Gantt chart, or calendar as a reference for when they are unavailable. If you use an external calendar application, you can publish this calendar to it, so you can view when users are unavailable in your favorite calendar application.