I’m not sure what to call this collection of data I need to track so I just called it a metric tracking system. I would like to utilize sp to perform a tracking of data as described below. Can anyone provide any ideas or an example of a design to do this?
I have departments in which I select samples to perform a test on. Let’s say there are 10 departments. For 1st Quarter I tested 2 samples from Department 1 and 2. Department 3-10 did not get tested. Then say in 2nd Quarter I selected samples from Department 2 and 3 which left out Department 4 – 10 and 1-2. What I need to do is track the testing of these departments on an quarterly basis to ensure ALL departments, Dept 1 – 10 get tested on an annual basis. I don’t want to use a spreadsheet and was hoping SP 2007 had something slick I could punch in these numbers and possible create a dashboard view. Any ideas…
good idea! Thank you..I’m going to use this concept and see where it goes..thank you for takin the time to respond..I will let you know how it goes and any other issues I discover. Sherri
You can create a List with Choice fields dept 1- 10, choice columns for Quaters, and create other fields based on your requirement like sample Name, description of sample, date sample taken, date sample tested. etc..
and you can create view based on dept and quarters. and put the column year so you can filter the results based on year.
In addition to those duties I am responsible for some sharepoint design. I have designed an evidence collection site on sp that has saved alot of hours of work.Â
I’m a SOX control tester. So, the test itself is conducted outside of SP. The results are compiled and sent off to management. I need to keep track of all the groups I have tested to ensure all are tested on an annual basis. At this point I would have to open up every document from previous quarters to calculate or track on a spreadsheet. Does this make sense? Any suggestions on keeping track of these groups that have been tested?
