Status Report Form Library
Status Report Form Library
A template for the form library in Windows SharePoint Services used for this solution can be found as a library template file in the sources for the existing solution.
Views
The existing solution provides a number of useful custom views:
- All Forms View – This view targets the general audience member who wishes to see all status reports that are submitted to the form library. The following setting provides added benefit:
- The Group By setting displays status reports organized by groups according to ending period and then by project name.
- Merge View – This view targets the project manager who needs to generate project-level summaries from the status reports submitted by the team members for a specified reporting period. The following settings provide added benefit:
- The Group By setting organizes status reports according to group first by descending ending period and then by descending project name.
- My Forms View – This view targets the status report author who wants to see all status reports that they have submitted to the form library. The following settings provide added benefit:
The Filter setting shows only status reports that the current user created.
The Group By setting organizes status reports by group according to ending period.
- Project Manager View – This view targets the project manager who wants to see a summary of the budget and time expenditures associated with a specified project, broken out by reporting period. The following settings provide added benefit:
The Columns settings show time and budget totals.
The Group By setting organizes status reports by group according to project name and then by ending period.
The Totals setting performs a sum operation in each of the time and budget columns.
- Team Member View – This view targets the team member who wishes to see a summary of the budget and time expenditures associated with a specified project. The following settings provide added benefit:
The Columns setting shows the time and budget totals.
The Filter setting shows only status reports that the current team member created.
The Group By setting organizes status reports by group according to project name.
The Totals setting performs a sum operation in each of the time and budget columns.
- Recent Submissions View – This view targets the general audience member who wishes to see all status reports that have been recently submitted to the form library. The following setting provides added benefit:
- The Filter setting displays only status reports created within the past seven days. Since it is not possible to use the Modified column in the required calculation (for example, Modified >= [Today]-7), the filter compares today's date with that of a calculated column named LastModifiedOnPlus7 (for example, LastModifiedOnPlus7 >= [Today]). The LastModifiedOnPlus7 value, calculated by adding seven days to the current date, is calculated in InfoPath when the form is submitted to the form library.
Windows SharePoint Services Alerts
This solution leverages Windows SharePoint Services Alerts to keep the scenario moving.
The Project Manager alert is configured to notify when any document is added or changed in the Status Report form library.
The Project Sponsor alert is configured to notify when a new form is added by the project manager to the Status Report Summary form library.