Currently, the department uses Smartsheet and automation workflows to send 30-day reminders and update requests.
However, these workflows pose several issues:
- The current “system is cumbersome because the staff that updates it constantly changes, and it must be manually updated by the ‘owner’ of the document.”
- There is no view of relevant information needed for approval processes.
- The current software only displays whether an approval has been completed and a source data link. It does not include a repository of past submitted reports. To put this into perspective, the department submits approximately 2,000 reports.
For example, specific system requirements include:
- Microsoft Word-like production and collaborative editing ability
- Pre-existing templates and formats (PDF preferred) required by federal and state stakeholders
- A due date-based dashboard for executive and program director information and planning
- Visibility well before the actual due date, as well as sending calendar and email reminders
- Historical and archive reports so historical comparisons can be made