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Training Record

Alan
Alan
edited 12/09/19 inArchived 2016 Posts
  1. Hi
  2. I am wanting to create a sheet to keep track of our employee traing records.

We have approximately 20 employees all with a number of training qualifications which they need to re-sit at diiferent intervals.

I need to be able to list the employees with rows or columns for their qualifications where we can enter the expiry dates of their training.

I then need the sheet to send a reminder whenever an expiry date is approaching.

I was hopoing that each employee would have their own row or column into which all the dates could be inputted. But it seems that each row or column can only have one reminder set. I need to be able to set reminders for each individual cell. Is this possible ?

Or is there already an existing template which would enable us to do this ?

Any help would be appreciated.

Thank you

Alan

Comments

  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭

    Alan,

    不,它的s not possible.

    I would simply create a sheet with three columns: Name, Qualification, Expiry date. All employees would be listed as many times as many qualifications they have. This way you will be able to set the reminders for the Expiry date column, and the email alert will contain only the names and qualifications you have to deal with.

    The sheet may not be fancy but useful:)-- you can also filter on specific employees to see their qualifications, etc.

    (I didn't find any related templates)

    Hope this helps-

    Atus

  • Brett Evans
    Brett Evans ✭✭✭✭✭✭

    Create a Date column with the formula:

    =MIN([CertDate1]1, [CertDate2]1, [CertDate3]1...[CertDateN]1, )

    Trigger the reminder from the new date column.

    That will alert the user that they have a reminder coming up.

    To filter out past dates when users forget to update a past due cert date for CertDate1..

    .
    =MIN(IF(DATEONLY([CertDate1]1) > DATEONLY(TODAY()), [CertDate1]1, DATE(2199, 1, 1)), [CertDate2]1)

This discussion has been closed.
@v.winters<\/a> <\/p>

If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>

=1 - [%Complete]<\/em>@row<\/p>

\n
\n \n \"Menu.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107019,"type":"question","name":"Data Mesh Run Immediately","excerpt":"I saw a post from 2019 stating that the Run Immediately wasn't working and someone responded that there were issues. Was this resolved? I see the original question is from 2019 but when I tried using \"Immediately\" today it doesn't seem to run either. I was hoping to use \"Immediately\" as a run time since the person who owns…","snippet":"I saw a post from 2019 stating that the Run Immediately wasn't working and someone responded that there were issues. Was this resolved? I see the original question is from 2019…","categoryID":343,"dateInserted":"2023-06-28T14:24:46+00:00","dateUpdated":"2023-06-28T14:53:46+00:00","dateLastComment":"2023-06-28T17:13:57+00:00","insertUserID":120231,"insertUser":{"userID":120231,"name":"Pamela Wagner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Pamela%20Wagner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T17:01:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":91566,"lastUserID":124290,"lastUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-06-28T17:17:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3375936523,"url":"https:\/\/community.smartsheet.com\/discussion\/107019\/data-mesh-run-immediately","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107019\/data-mesh-run-immediately","format":"Rich","lastPost":{"discussionID":107019,"commentID":382913,"name":"Re: Data Mesh Run Immediately","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382913#Comment_382913","dateInserted":"2023-06-28T17:13:57+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-06-28T17:17:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T17:04:09+00:00","dateAnswered":"2023-06-28T16:59:56+00:00","acceptedAnswers":[{"commentID":382898,"body":"

@Pamela Wagner<\/a> - Hello<\/p>

The column mapping you setup in the DataMesh configuration is used to determine what information needs to link or copy and where it needs to go. The Execution Frequency<\/strong> is what tells the system when to run the DataMesh workflow.<\/p>

Execution Frequency: Scheduled execution frequency to update DataMesh values.<\/p>

The Update Immediately<\/em> execution frequency isn't supported when using a report as your source. If using a report this could be why you are not seeing updates immediately.<\/p>

As far as what triggers a workflow to run when \"Update Immediately\" is selected, DataMesh looks for matching cell values and these could come from manual entries, formulas, or cell links. When there is a successful mesh you can see the CONFIG LOGS by clicking the paper icon.<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

After clicking the paper icon a CONFIG LOGS window will pop up showing a history of all the successful and errors.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If it is unsuccessful the paper icon will be red or in the CONFIG LOGS it will show the error.<\/p>


<\/p>

If further investigation is needed I recommend to click here<\/a> to open a Smartsheet support ticket. If you do make sure you include any screenshots without personal or confidential information displayed.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107008,"type":"question","name":"COUNT CELLS BY MONTH WITHIN ONE RANGE (COUNTIFS?)","excerpt":"Hello Everyone! First time asking for help, I always found my answers within everyone else's questions, but not this time! We work off one main sheet where all our leads come in, I would like to create in another sheet a count by month of that \"created date\" column, to see how many leads came in in January, in February,…","snippet":"Hello Everyone! First time asking for help, I always found my answers within everyone else's questions, but not this time! We work off one main sheet where all our leads come in,…","categoryID":322,"dateInserted":"2023-06-28T12:43:18+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T16:36:21+00:00","insertUserID":121475,"insertUser":{"userID":121475,"name":"Dan Benitah","url":"https:\/\/community.smartsheet.com\/profile\/Dan%20Benitah","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTteTBX82EPc5KIaiSjoPiuvvmUQ_FSNi2hlGCTngDw=s96-c","dateLastActive":"2023-06-28T18:25:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-28T18:46:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":41,"score":null,"hot":3375931179,"url":"https:\/\/community.smartsheet.com\/discussion\/107008\/count-cells-by-month-within-one-range-countifs","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107008\/count-cells-by-month-within-one-range-countifs","format":"Rich","lastPost":{"discussionID":107008,"commentID":382886,"name":"Re: COUNT CELLS BY MONTH WITHIN ONE RANGE (COUNTIFS?)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382886#Comment_382886","dateInserted":"2023-06-28T16:36:21+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-28T18:46:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/7UUHRXPOF0WT\/screen-shot-2023-06-28-at-8-35-55-am.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screen Shot 2023-06-28 at 8.35.55 AM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T18:29:37+00:00","dateAnswered":"2023-06-28T14:08:52+00:00","acceptedAnswers":[{"commentID":382837,"body":"

The formula from @Paul Newcome<\/a> should work, though the below would be an alternative:<\/p>

=COUNTIFS({Date created Range 1}, AND(IFERROR(YEAR(@cell), 0) = YEAR([Start Date]@row), IFERROR(MONTH(@cell), 0) = MONTH([Start Date]@row)))<\/p>

Either of these should work.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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