A manager wants to track time it takes handlersto complete a series of monthly process steps. The goal is to track Step Duration and view associated KPIs based on target step duration times.
I will lay out the scenario and ID then my specific problem.
I have a list of Process Steps (parent content type is Issues list). The same set of steps repeat every month but the handlers may be different. A manager assigns each step to a handler at the start of the month. (The manager has specified that is all he wants to do/can do in terms of data entry.)
Hidden columns include "Start time" and "End time" whose values will derive from other workflows (described below). Each list item also contains a Status column (default at creation = Not Started) and a calculated "Step Duration" column that gets its value from (end time)-(start time).
WF 1) On item creation, handler recieves email alert that step has been assigned to them. A link in the alert email takes them directly to a Custom Edit Page for that item showing only Step Title and Status drop-down. When handler is ready to begin the step, he clicks the link and changes the status to "In Progress."
WF 2) When the handler changes the status from the default "Not Started" to "In Progress," value of "start time" field is set to equal "modified." This 'starts the clock" on the step completion timeframe.
WF 3) When the handler is done - he must change the status from "In Progress" to "Completed." The value of "end time"is set to equal "modified." This "stops the clock" and logs his Step Duration in the hidden calculated column.
My problem is this: How do I get the handler back to my custom edit form when he is ready to change the status to "Completed?"
The first time, he got an email containing the direct link. I can't count on him saving that email, so I need to make it possible for him to get to the Custom Edit Form some other way on his own. I DO NOT want the handlers to be able to get to the regular Edit View where they could potentially mess with the other values.
I wanted to put a column in the list called "Update status," which would be a hyperlink to my custom edit page, then provide a list view that shows that column to the handlers.
However, I can't figure out how to make that column default to my custom edit page URL. I do not want my manager to have to manually add that URL to every list item on creation. Is a hyperlink allowed to be a default value?
How else could I make the custom edit page available easily and quickly to my handlers? They must be able to get there fast once they've completed the step becasue the clock is ticking and they need to be able to log their completion time ASAP.
Thanks for all ideas!
