Forum Discussion
Advice sought to build document review workflow in Sharepoint
I'm new to using and setting up workflows in SharePoint so hoping for some direction - hopefully I make some sense! My company has a library of documents, such as Procedures, Forms etc on SharePoint...
I am not an IT guy but I have been building tools with SharePoint for the last 7 years.
We use it to collect info on the floor, Dashboard, SOPs, 6s, FM FMEAs, QA audits, and other solutions where we use out of the box thinking with SharePoint to helps fix issues.
I have a simple solution that works for us, it might help get the creative juices flowing..
I have a setup for our SOPs. Each SOP has to go through an approval process before it can be posted, that process involves the complex manager, HR Manager,plant manager, operational excellence manager, and safety manager.
When an SOP is uploaded, the operational excellence manager is emailed by the task list, once approved, the complex manager's name is added, emailed, and the next person name is add and so forth and so forth.
I have a page on SharePoint that is filtered for each approver and is set to show each items that have not been approved, once they're approved the filter kicks it out and sent it to the next person and the next person so they only see items that they need to approve or items are waiting in the queue for their approval. The page has a web part filtered for each approver so they only see what needs to be approved by them, like a workque.
The way we stay on top of exiration dates is we have those fields in the list which we export to a self refreashing report in Excel that has a micro that refreshes every time you open it and pulls a new data from Sharepoint, and that one has conditional formatting so that it is show us in red SOPs that are about to expire, green means that we have more than that 60 days before it expires, yellow means expires within 3 weeks, and red means it has expired.
That report is sent out by the QA clerk everyday.
I am teaching myself flow, powerapps, and anything I can that involves Office 365.
It's a game changer, Office 365 just leveled the playing field for small business that did not have the IT budget for customized IT solutions and Apps. You just need some snacks, coffee and YouTube. Microsoft has the content and training to get you the rest.
We use it to collect info on the floor, Dashboard, SOPs, 6s, FM FMEAs, QA audits, and other solutions where we use out of the box thinking with SharePoint to helps fix issues.
I have a simple solution that works for us, it might help get the creative juices flowing..
I have a setup for our SOPs. Each SOP has to go through an approval process before it can be posted, that process involves the complex manager, HR Manager,plant manager, operational excellence manager, and safety manager.
When an SOP is uploaded, the operational excellence manager is emailed by the task list, once approved, the complex manager's name is added, emailed, and the next person name is add and so forth and so forth.
I have a page on SharePoint that is filtered for each approver and is set to show each items that have not been approved, once they're approved the filter kicks it out and sent it to the next person and the next person so they only see items that they need to approve or items are waiting in the queue for their approval. The page has a web part filtered for each approver so they only see what needs to be approved by them, like a workque.
The way we stay on top of exiration dates is we have those fields in the list which we export to a self refreashing report in Excel that has a micro that refreshes every time you open it and pulls a new data from Sharepoint, and that one has conditional formatting so that it is show us in red SOPs that are about to expire, green means that we have more than that 60 days before it expires, yellow means expires within 3 weeks, and red means it has expired.
That report is sent out by the QA clerk everyday.
I am teaching myself flow, powerapps, and anything I can that involves Office 365.
It's a game changer, Office 365 just leveled the playing field for small business that did not have the IT budget for customized IT solutions and Apps. You just need some snacks, coffee and YouTube. Microsoft has the content and training to get you the rest.