When an employee leaves our company, there are a number of things that need
to happen, some of which occur on a timeline. For example, they give
notice. On the morning of their last day, I disable their alarm
code..during the day I setup changes to voicemail and email processing...at
end of day I flip the switch on the voicemail and email changes and
disable/change usernames/passwords for various systems...at one month I
delete their mailbox...etc, etc, you get the idea.

I'd like a way to create a workflow or a series of reminders, tasks,
whatever...so when, for example, an employee leaves, I can easily create a
whole set of tasks to accomplish for that event. It seems to me that we
should be past the days of having to work off a simple checklist and
manually create/schedule all the tasks that must be accomplished for a
particular scenario. I'd like to pick a scenario - "New Employee",
"Employee Leaving", "Employee Fired", and have a preconfigured collection of
tasks/reminders ready to fire according to a predetermined schedule.

Can Office somehow do this?

Thanks in advance for all comments.

Bryan

You'd need a 3rd party add-in for that. See
http://www.slipstick.com/addins/tasks.asp and
http://www.slipstick.com/addins/project_management.asp for some possible
solutions.

--
Jocelyn Fiorello
MVP - Outlook

*** Messages sent to my e-mail address will NOT be answered -- please reply
only to the newsgroup to preserve the message thread. ***


"Bryan L" wrote:

When an employee leaves our company, there are a number of things that need
to happen, some of which occur on a timeline. For example, they give
notice. On the morning of their last day, I disable their alarm
code..during the day I setup changes to voicemail and email processing...at
end of day I flip the switch on the voicemail and email changes and
disable/change usernames/passwords for various systems...at one month I
delete their mailbox...etc, etc, you get the idea.

I'd like a way to create a workflow or a series of reminders, tasks,
whatever...so when, for example, an employee leaves, I can easily create a
whole set of tasks to accomplish for that event. It seems to me that we
should be past the days of having to work off a simple checklist and
manually create/schedule all the tasks that must be accomplished for a
particular scenario. I'd like to pick a scenario - "New Employee",
"Employee Leaving", "Employee Fired", and have a preconfigured collection of
tasks/reminders ready to fire according to a predetermined schedule.

Can Office somehow do this?

Thanks in advance for all comments.

Bryan