SharePoint Asked by dk20202 on November 8, 2021
I am using SharePoint Online as a document management system. I have 25 users that are all employees under the same Office 365 subscription. I want an employee to read a document in the default SharePoint library, then somehow sign-off that they read the document. I can also start the process manually by starting a workflow that a specified employee must sign-off that they read a specified document.
The employee could approve something and SharePoint would record their approval, which document they approved, a time stamp, and their name. Ideally, I want to also have the option to sign-off myself that a certain employee read a document. I want to record data that somewhere and export it on-demand as a PDF or excel.
I’ve installed SharePoint Designer 2013 and SharePoint Online Management Shell. I’m a newbie in both.
I’m sure this is an easy solution that I cannot find. I researched and here are some possibilities already. I’m failing pretty hard at all of them right now.
Please help! I would greatly appreciate if you could point me at a relevant guide or someone who’s done this before. I’m sure it must exist out there.
Instead of running it from the Document Library, you might tie a Task Approval workflow in a separate list. Once you've created the document, create a task for each individual user that they need to complete saying they've read the document. While it's an extra step, it's a much cleaner design using OOTB functionality that SP was intended for.
Answered by Brandon James on November 8, 2021
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