I am trying to figure out the best task management process for our Field Officers who monitor environmental and cultural aspects on a reservation. If you could even just give me a few words or ideas as the best tract to go I would appreciate. I am trying to think of the best way to set up the following in Smartsheet:
I have 4 field officers who are each responsible of environmentally inspecting a portion of 344 well pads on the reservation.
Each officer is given an area with a portion of the 344 pads based on location defined as Section – Township – Range and this inspection is completed quarterly.
Each pad is inspected for operational components, environmental status, and other issues. The inspected aspects are reported by officers by selecting yes and no fields, dropdown menu options, and comment fields.
Finally, I have an inspection checkoff list after the inspection is done which then moves the row to a separate “Archive” Master sheet which reduces the sheet list of pads the officers need to inspect that quarter.
Since a completed pad inspection is moved to the Master Archive each time inspected, at the start of each quarter any uninspected pads are counted and noted and a complete new set of the same officer inspection pads and associated Administrative info are input into their pad inspection sheet for officer inspection cycle start over.
I want to design a sheet form that optimizes the selection process for each officer and their particular pads they are responsible for inspecting. For example, I am considering creating a conditional field in the form where the officer selects himself. There would 4 field officer to select for the field. When the officer selects himself, using conditional logic SS brings up only the fields for that officer. The fields would be Pad name field and location field for the Pads that particular officer is responsible for. The Pad would be selected from a dropdown list. Challenge - each officer has about 75 Padnames or Pad locations which seems very big for a dropdown selection. Picking the pad would automatically populate a row with the stored administrative fields for that pad. This would allow the officer to focus on just the inspection and inputting the inspection fields.
Finally, one of the officers has very little pc knowledge and comfort. He really likes the current form we have now but that form requires he continually input his pads administrative information over and over. So I need to make it straightforward and easy to operate.
All of my work are Bucket list items that have been missing for decades on an Indian Reservation. I would like to leave them eventually knowing I don’t have to be here for them to have the right tools.
