Documents not uploaded in project guide
Hi,
we run several projects simultaneously over a period of often months at a time and have to upload/link a number of documents in the process that need to be available at later stages (document from A and B need to be submitted to C, and so on). Is there a report or overview that can be gotten from SuperOffice that either shows the documents that have been uploaded and thus the activity completed or the other way around which ones are still missing? I was unable to find anything so far without the potential need to program anything. We are using the web version of SuperOffice.
BR Mathias
All Replies (5)
Hi Mathias
You are able to make a search for all created documents connected to a specific project (or projects with a specific stage, a specific type or i.e. not completed). This will result in a list with created documents. But you can not compare it with a list of documents that are suggested in the project guide, because that is just suggested documents, and are not registered in a way, where you can compare.
For each project you can se which documents are used, and which is still available as "Create".
The same goes for follow-ups, - you can only get a list of those which are actually planned/completed and connect to a specific project/projects, but you can not compare it with the follow-ups suggested in the project guide.
Hope it replies you question :)
//Susan
Hi Mathias
You mentioned that you run several projects simultaneously over a period of often months, so my conclusion was that these projects all had a project status which indicates that they are "open", and I guess that the projects also has a specific "project type".
So if you search for "Documents" (with the type e-mails), and combine the document criteria, with criteria from the project (project status =) and (project type =), you will be able to find e-mails on several projects at a time, and not only on one specific project.
//Susan
Hi Susan,
Took me a moment to understand what you had in mind and bit of experimentation but figured it out. Thank you very much.
BR Mathias