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J.R. Sitman
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looking for management software to control all our forms

We have many forms, such as Supply requests, Marketing requests, Help desk tickets.

What we would like to do is have a system where all forms are managed.  So they can reviewed, for items such as how long they took to be assigned, completed, etc.  Some forms will need management approval before being processed.

We currently use Spiceworks for our Help Desk Tickets, but it won't do what management wants.

I have no idea where to start.   I'm hoping EE users have some type of system like this at their companies and can point me in the right direction.

Thanks
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phoffric

8/22/2022 - Mon
aikimark

What do you mean by "managed"?

What document management software have you looked at?
J.R. Sitman

ASKER
"Managed" is probably the wrong word.  I haven't looked at anything.  I was handed this project and don't know where to start.  Hence, looking for advice.
aikimark

First step is to get the people who handed you this project to define their terms and requirements/needs
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rwheeler23
J.R. Sitman

ASKER
I have what they want.  It's pretty simple.  Manage all our in house forms from one central location.  e.g. maintenance forms, supply requests, marketing, IT Help desk, etc.
Be able to get reports, view status of a form, how many forms for a particular department were processed in a give time frame.

I just need to know what software will do this?
aikimark

How do they define managed?
How do they define processed?
J.R. Sitman

ASKER
forget "managed"   I used the wrong word.

If someone submits a Maintenance form, they can review it to check the status.  Is it still open, in process or closed.
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aikimark

Are these forms paper or electronic, like PDF forms?
If paper, do you need OCR capability or handwriting recognition if scanned?
J.R. Sitman

ASKER
PDF
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phoffric

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J.R. Sitman

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@phoffric, thanks, this is helpful
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James Murphy
phoffric

I've been required to use them both at different companies . The SharePoint program is very formal allowing review by multiple people requiring multiple people to sign off before the document is permitted to move to the next set of reviewers . This may be overkill for your needs but you be the judge .

 I liked working with the confluence and Jira programs because we could add comments or questions to various sections of the document and there was a way for one or more other people to reply to that particular comment thread . And the dialogue might go on for a while until there was a consensus or until we decided that the discussion was complicated enough to require another document.
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J.R. Sitman

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J.R. Sitman

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We are buying Happyfox.  Does everything we need
phoffric

How did you find out about Happyfox?
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J.R. Sitman

ASKER
Googled Help Desk Software.
phoffric

smart.
Glad you got what you needed.