Monday, July 29, 2013

Managing Sign Off Documents Using Google Forms and Spreadsheets

One of my tasks each year is to track who has signed off on our acceptable use agreements across the district. To do this for over 1000 people I use a google form and spreadsheet. Employees sign off on a form that automatically collects their username:


That data is cross referenced in a spreadsheet using a couple of formulas against a pre-populated list of users to "cross them off the list". A couple of pivot tables keeps everything straight. You can see it in this spreadsheet. For those wanting more features I have combined it with formMule to kick out emails as well to those that have or have not completed their requirement - which can be seen in this spreadsheet. The video below outlines the whole process.