Tracking Template Usage Weekly

Hi, I have a set of mandatory templates/sheets within smartsheets that need to be filled in weekly by my team. I have a date cell recording when the sheet was last edited and who is responsible for filling the sheet in and am looking to create a record of who has filled in their templates each week.

Unsure of the best way to approach this so was wondering if anyone had any ideas?

EXAMPLE:

Sophie must fill in Sheet 1, Sheet 2 and Sheet 3 every week.

Week 1: Sheet 1 complete, sheet 2 incomplete, sheet 3 complete

Week 2: Sheet 1 complete, sheet 2 complete, sheet 3 complete

Week 3: Sheet 1 complete, sheet 2 incomplete, sheet 3 complete

The reason I want this view is to be able to review and say "Sophie fills in sheet 1 100% of the time but only fills in sheet 2 33% of the time, is she having issues with sheet 2, does she understand how it works? etc"

Thanks!!

Answers

  • Hi @Sophie Humphrey,

    Could you run this through sheet Summary's and a dashboard?

    Or have a separate Helper Sheet that collates all of the info from the other three sheets per user?

    Eg - A table for Sheet 1 - Column Headings are weeks 1, 2, 3 etc

    rows would be the names of the users. And then SumIf's for the week number and the name?

    repeat the tables for sheet 2 and sheet 3?

    Thanks