The Challenge

Covid brought a whole new set of challenges to a number of our clients. In this instance, our client was being required to provide proof of vaccination by select clients, so they needed to be able to quickly and accurately assign the correct resources to specific projects.

The Solution

By creating a custom Smartsheet form, the client was able to allow employees to privately submit their current vaccination status. From there, they were able to align their project managers and teams with the most ideal clients based on contract requirements. The client was pleased they were able to provide flexibility through this uncertain time, finding placement for all employees regardless of vaccination status.

The Tools

Process Maps

Smartsheet Forms

Smartsheet Reports

Smartsheet Dashboards