Hi There!
Need assistance figuring out if there is a better way than what I'm doing today to intake forms and information from those forms. I'd like to automate this process more, but unfortunately the way it is built now it is VERY manual.
Once a month, we send out an updated form to each workgroup to get an update on the Work Requests they are working on. We ask them to provide us with: Phase, Target Date (if still on target), New Target Date (if they're not on target), Group Participation, Status Notes, and if they are in need of our assistance.
To prevent the Chairs of each workgroup to have to submit multiple forms, I've setup the forms like this one: https://app.smartsheet.com/b/form/affb5a2f3198411289b43570226e8482 Here you can see there are two work requests we're asking for updates on and then it goes into do they need assistance and rating their Facilitators assistance.
The form populates into each group's respective sheet: https://app.smartsheet.com/b/publish?EQBCT=1318ec9759644624b919c0837bf50424
I then have to take that information from each workgroup's sheet and copy and paste it into a "repository" to organize the information to view it all in one place: https://app.smartsheet.com/b/publish?EQBCT=a5decb91a702400a94138b6d2c77946e This sheet has a formulas linked to it to a Master Work Log that updates the last entered phase, group participation, and status notes - which is why I have the most recent on the top.
As you can see the process is VERY cumbersome, it is not scalable and if I ever had to train someone they'd think I was out of my mind.
Any suggestions or help you can provide to improve this process?
