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Dashboard automatic updates
Hello, I am looking for a way to send a weekly message to a group of shared users to view the team's portfolio dashboard. Currently I have a scheduled report that is sent weekly, I want to do the same with the dashboard. Thanks Michelle
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21 CFR 11 Compliance
I work in medical devices, and I have been trying to figure out whether or not Smartsheet meets FDA 21 CFR 11 requirements? Because I would like to use Smartsheet for our logsheets. Does anyone know whether or now Smartsheet meets FDA 21 CFR 11 and how? Thanks!
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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New Electronic Medical Record rollout
Hi, We're about to implement a new EMR system at our clinic system. Was wondering if anyone else has done this with Smartsheet. Would like to hear about lessons learned, how you used Smartsheet etc. Thanks! Linda
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Simplest way to update staff on onboarding tasks
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few options but wanted to ask if anyone had an idea on how to do this. Thanks
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Referencing the last comment to update a column
Hi Community, I've started a Software Issue tracker and so far I've found ways to display the information how I'd like it. I hit a road block when trying to display the latest comment a field on the spreadsheet. I'd still like to use the comments thread so other Project Stakeholders can reference the communication for each…
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Can we decide who receives emails when the comments are added?
I use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example: If the person who submitted the request (Requestor) has added comments, I want an…
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Is there a way to show the report and give edit access to add comments and add attachments?
I have designed a workflow for our team and used the Request system workflow as a start. I created a report and attached the link in the email when someone submits the form. I have this report linked with the underlined sheet where my entire team works. V have information that shouldn't be shared with anyone outside the…
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I want to create a report that filters for the current user across several different columns
I'm setting up a Project Portfolio grid which will be used to enter/update/monitor the current projects for our division. I would like to create a report (and a related dashboard) that will automatically select the rows which the current user has a role in. There are multiple contact list columns, including Strategic…