Client: Facilities Management
Platform: MS Project and InfoPath integrated with SharePoint
Delivery Date: May 2015
Description: Department desires Project Management Information System to record and share project information with contractors and vendors.
Features: A fully-featured PMIS including contractor/vendor landing page, InfoPath forms for Requests for Information, Change Requests, and Risk Register submissions. Project home page displays project calendar, project tasks, and project announcements. All communications are linked from MS Outlook to discussion board on site. Gantt chart with project milestones and percent completion can be linked from MS Project and refreshed as needed.
Project home page (click to enlarge):
Change request form:
Resources used for this project:
Building a multifunction InfoPath form
Auto-Generating Filenames for InfoPath Forms
Autonumbering InfoPath forms
Auto-Numbering InfoPath Forms
SharePoint for Project Management
How to build a PMIS with SharePoint
Information on list forms versus library forms:
List forms vs library forms
Client: Patient Services
Platform: InfoPath list form and SharePoint list
Delivery Date: February 2015
Project Description: Administrative assistants throughout organization need to issue temporary parking permits (daily and monthly).
Features: Separate security groups control available dropdown options on form. Submission of InfoPath form creates list item. A repeating section allows submission of multiple permits (list items) from one form. A workflow creates a Word document in a separate library from a password-protected template, using the information submitted by the user. A workflow on that library sends an email to the user with a link to the parking permit document, for printing or forwarding.
Client: Patient Services
Platform: MS Access Web database integrated with SharePoint
Delivery Date: January 2015
Project Description: Department needs to accept online parking permit applications, process applications, assign and retract permits, and monitor expiration dates.
Features: Directors can access forms on SharePoint to request parking permits for their staff. Data macro notifies admin when a new application is entered. In back end, admin/manager can assign, retract, or inactivate permits; view unassigned permit numbers; track permit expiration dates; print report of new applications to present for approval; search for vehicles.
Web form page 1:
Web form page 2:
Back end user navigation:
Sample code, updates 3 tables when permit is assigned (click to enlarge):
Sample code, updates 3 tables when permit is inactivated(click to enlarge):
Phase 2: Add-on module to track parking violations, determine need for citation after multiple violations, track citation requests