adminthe MVP for this project will determine the full scope.
1. client provides a sharepoint list for admin only use, where each row represents a case file.
2. automation 1: upon status column update to "open", notify contacts based on two filters A. certifications (assigned to contact profile as meta value) B. geo-location (proximity)
3. contacts receive notification and respond. A. positive response notifies admin B. negative response removes contact from future notification on THIS case file.
4. admin selects from respondents, and assigns case file to one contact by updated column with contact email
5. automation 2: upon assignment A. status column updates to "assigned" and B. contact is notified via calendar entry containing assignment details and form link with attachment uploader (must use one-drive style document scanning for multiple pages)
6. automation 3: upon upload of assignment documentation A. sharepoint row is updated with link to file and B. admin is notified and C. status column update to "pending review"
7. automation 4: upon status column update to "complete" add case file details to corresponding notification recipient BUT generate a queue and provide one daily digest rather than individual notifications.
1. client provides a sharepoint list for admin only use, where each row represents a case file.
2. automation 1: upon status column update to "open", notify contacts based on two filters A. certifications (assigned to contact profile as meta value) B. geo-location (proximity)
3. contacts receive notification and respond. A. positive response notifies admin B. negative response removes contact from future notification on THIS case file.
4. admin selects from respondents, and assigns case file to one contact by updated column with contact email
5. automation 2: upon assignment A. status column updates to "assigned" and B. contact is notified via calendar entry containing assignment details and form link with attachment uploader (must use one-drive style document scanning for multiple pages)
6. automation 3: upon upload of assignment documentation A. sharepoint row is updated with link to file and B. admin is notified and C. status column update to "pending review"
7. automation 4: upon status column update to "complete" add case file details to corresponding notification recipient BUT generate a queue and provide one daily digest rather than individual notifications.
Budget: $1,000
Posted On: January 27, 2024 01:04 UTC
Category: Scripting & Automation
Skills:Business Process Automation, Robotic Process Automation, Data Extraction, Microsoft PowerApps, Microsoft SharePoint, Microsoft Power Automate, Microsoft Power BI
Country: United States
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