SmartSheet for Employee Case Management

Paul Hobbs

Hi there,

I am wondering if SmartSheet could potentially be used as an Employee Case Management System.

The requirement is a system that will allow case managers (HR practitioners) to manage cases of employee grievances, misconduct, fraud and corruption. For each case there will be a prescribed workflow, and we need to have triggered notifications, reminders, etc. Each division within the organisation will manage their own caseload, and visibility needs to be restricted by division or branch. But we also have an Employee Relations unit that needs visibility across all cases. We also need to be able to report on current cases, and export a summary of active cases.

These are obviously very high level requirements, but I'm interested to know whether SmartSheet is potential solution.

Cheers,

Paul

Andrée Starå

Hi @Paul Hobbs

Yes, it sure can.

There are a couple of options.

The first option would be the premium add-on, Dynamic View.

More info: 

https://www.smartsheet.com/product/dynamic-view

The second option is that we could probably structure a thorough structure with the help of Workflows and/or cross-sheet formulas.

What do you think?

Would one of those options work/help?

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!

Andrée Starå

Hi @Paul Hobbs

Yes, it sure can.

There are a couple of options.

The first option would be the premium add-on, Dynamic View.

More info: 

https://www.smartsheet.com/product/dynamic-view

The second option is that we could probably structure a thorough structure with the help of Workflows and/or cross-sheet formulas.

What do you think?

Would one of those options work/help?

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!