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HaunSolo's avatar
HaunSolo
Copper Contributor
May 07, 2019

Sharepoint Training Site

Hello everyone.

 

I am fairly new to SharePoint. No-one at my organization really understands SharePoint well and I've been tasked with building an electronic process for tracking certifications for our production employees. For this, my IT manager and I decided SharePoint was the best solution. I'm trying to understand how I should build out the site. 

 

Our current certification process: Engineers create paper certification forms. Supervisors fill out the forms to show the employees are certified in each work area and the completed forms are scanned and sent to me. I place the forms into SharePoint. Employees must be re-certified at specified intervals. This data is kept in an excel spreadsheet.

 

My vision: Supervisors fill out a Microsoft form or Power apps form which auto populates into a SharePoint list which has flows that auto remind supervisors when their employees need to be re-certified. Supervisors simply follow a link and select the form for the work cell on which they are going to certify an employee(employee are certified on multiple work cells). Supervisors never see the SharePoint lists, they only enter data via a form.  

 

What I have so far: I have a basic site setup so far. I've got two lists of data, one for each production division and I've been working on forms for the lists.

 

What I'm struggling with: Each work cell has its own unique form. I want a form to available for each work cell and populate data into one master list. It seems that I can only create one form per list? I could use Microsoft forms and then use a flow to populate data into the master list but a Microsoft form is too basic and does not have all the functionality I need. Powerapps has the functionality I need but I can only create one per list. I have 50+ certifications, do I need to create a list for each certification so that I can create a Powerapps for for each certification? 

 

Here's an example of how I'd like the process to work: Imagine that you own a Burger Restaurant. You certify employees in three areas: Grill, Fry Station, and Packaging. Each certification form for each area is unique. The form contains check boxes, date pickers, and text boxes. You re-certify employees yearly to ensure they are up to date on training. You create a SharePoint site that contains forms and lists. Supervisors have a link to the certification forms. They fill out the certification form and the form auto populates a SharePoint list. Flows send an e-mail to remind Supervisors when employees need re-certified. 

 

 

1 Reply

  • Djavan ROA's avatar
    Djavan ROA
    Copper Contributor

    Hi,
    You could probably use a "PowerApps standalone App" instead of a "SharePoint list customized form using PowerApps". This will enable you to have a single "form" for all work cells. (https://wonderlaura.com/2018/12/06/powerapps-standalone-app-versus-customized-list-form/)
    On the SharePoint list you could use a ContentTypes per work cell. This will enable you to store all forms in the same list regardless of the type and number of columns (https://sharegate.com/blog/sharepoint-content-types-understand-use-create)

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