Database: Standard Operating Procedures

Staff

Fields

• Name (Text)

• Email (Email)

• Link to ics file (Url)

• Tasks (Link to table)

• Department (Link to table)

• Procedure steps (Link to table)

• Password (Password)

• Link to view (Url)

• Open tasks (Formula)

Views

• All staff members (grid)

• All staff members grouped by department (grid)

• Staff members with open tasks (grid)

• Staff members without open tasks (grid)

• Add new staff member (form)

Departments

Fields

• Name (Text)

• Staff (Link to table)

• Procedures (Link to table)

• Open tasks (Rollup)

Views

• All departments (grid)

Procedures

Fields

• Name (Text)

• Description (Text)

• Procedure steps (Link to table)

• Department (Link to table)

• Frequency (Single select)

Views

• All procedures (grid)

• All procedures grouped by frequency (grid)

• All procedures grouped by department (grid)

• Standard tasks (grid)

• Additional tasks (grid)

Procedure steps

Fields

• Name (Formula)

• Procedure (Link to table)

• Days to complete (Number)

• Step order (Number)

• Tasks (Link to table)

• Department (Rollup)

• Checklist (Long text)

• Step name (Text)

• Default assignee (Link to table)

• Default note (Text)

• Last modified (Last modified)

• Open tasks (Formula)

Views

• All steps (grid)

• Steps with open tasks (grid)

• Steps with default assignee (grid)

• Steps without default assignee (grid)

• Steps with 1 day to complete (grid)

• Steps with +1 day to complete (grid)

Tasks

Fields

• Name (Formula)

• Deadline (Date)

• Assignee (Link to table)

• Status (Single select)

• Procedure step (Link to table)

• Feedback (Long text)

• Day (Formula)

• Note (Long text)

• Feedback processed (Boolean)

Views

• All tasks (grid)

• All tasks grouped by procedure step (grid)

• All tasks grouped by assignee (grid)

• All tasks grouped by status (grid)

• All tasks stacked by their status (kanban)

• Calendar for all tasks (calendar)

• Calendar for Janice Fitzpatrick (calendar)

• Calendar for Clayton Best (calendar)

• Calendar for Bran Lopez (calendar)

• Calendar for Leroy Tye (calendar)

• Calendar for Richard Rethman (calendar)

• Calendar for Jane Dradder (calendar)

• Calendar for Allie Ecker (calendar)

• Calendar for Cinda Pullen (calendar)

• Calendar for Elizabeth Cunningham (calendar)

• Calendar for Eric Rothman (calendar)

• Calendar for Paul Garcia (calendar)

• Calendar for Nora Mott (calendar)

• Calendar for Michael Robicheaux (calendar)

Improvement suggesions

Fields

• Name (Formula)

• Proposed action (Single select)

• Reason (Long text)

• Feedback summary (Long text)

• Status (Single select)

• Updated name (Text)

• Updated checklist (Long text)

• Steps to merge (Link to table)

• Merged name (Text)

• Merged checklist (Long text)

• New step 1 name (Text)

• New step 1 checklist (Long text)

• New step 2 name (Text)

• New step 2 checklist (Long text)

• Step (Link to table)

• Step name (Formula)

• Step checklist (Formula)

• Procedure name (Formula)

Views

• All suggestions (grid)

• All suggestions grouped by proposed action (grid)

• All suggestions grouped by procedure (grid)

• Accepted suggestions (grid)

• Rejected suggestions (grid)

• Open suggestions (grid)

• All suggestions stacked by their status (kanban)

Application: Standard Operating Procedures

shared

Data sources

• Get staff member

Actions (event)

• logout (5d2eb662-1930-4c9d-af23-50fe39c53b32_click)

Home

Data sources

• Available procedures

Procedure details

Data sources

• Procedure details

• Related steps

Actions (event)

• http_request (submit)

• notification (submit)

Procedure improvements

Data sources

• Considered updates

Actions (event)

• update_row (click)

• update_row (submit)

• refresh_data_source (click)

• update_row (submit)

• refresh_data_source (submit)