Automation to help with Daily Medical Intake Forms

10/14/20
Answered - Pending Review

I am having one hell of a time with the automation to help our school with being alerted to different issues facing out compliance with the Daily Medical Intake Forms.

What I am trying to do is have a couple of reports sent but something is not making it run.

Students' parents fill out the med form daily.

Some of the old ones are still blank - Trying to make that part of the report

Some of the dates are not today - Trying to make that part of the report

The one function we can get to work is if certain symptoms or a temperature above a certain point are present.

When an automation runs, does it look through all of the information or just the most recent? I wish there was a tutor program on here to help with specific sheet issues.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 10/14/20

    Hi @Laura Easley

    Not sure I follow!

    Regarding the when the Automation runs. It depends on how it's set up.


    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Laura EasleyLaura Easley ✭✭✭✭✭

    Ok I figured out a couple pieces but the most important piece I couldn't.

    Families of students are filling out the form daily for each student.

    I want to have a report run that gives us a report of the students that have not submitted something today. When I run it with the automation


    When the report runs I get everyone who submitted a form yesterday, like 200+. When the nurse calls them they have done it and I have double checked. How do I get it to run who has not submitted today?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Laura Easley

    How did it go?

    Did you get it working?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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