Training Plans - Central & Individual

hijulia

Hello, 

I would like to build a central sheet that records training courses for my staff. These courses could be assigned to the group or to various individuals. What I would like is to have each individual to have their own training plan sheet, where they could add their own courses and track the courses I have assigned to them either individually or by the group. Courses they added should auto-populate back to the central sheet with their name checked. I would like to track progress for each course, review comments back from the individual, etc. Here are the fields I think I need in the central sheet: 

Course Name, Due Date, Status, Learning Source (URL), Assigned to or Checkboxes for team and four individuals. 

Individual sheets: previous fields and fields for: Recommended for Others (checkbox), Learning Objective (open text)

Open to all solutions. 

Thanks. 

 

Andrée Starå

Hi Julia,

Interesting!

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Also, I would be happy to schedule a quick chat to explore the best way to structure the solution. Please e-mail me at andree@getdone.se and well take it from there.

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Debbie Sawyer

Hello

This should be achievable with 1 tracking sheet, a form for data input, a few reports for tracking individuals or groups and some automation workflows for updating records.

I run remote workshops to help clients learn about all areas of Smartsheet.  We could probably cover setting up the sheet and learning about the forms in 1 90 min session, then we could cover update requests, reports and dashboards in another 90 mins session.  This would give you the solution you need whilst learning all the skills involved in setting it up.

Happy to make contact if you'd like some training

Kind regards

Debbie

Loving the irony of suggesting training for your training requirement - made me smile!

Andrée Starå

Hi Julia,

Did you manage to get something set up?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting