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Question

Question

Workflow needed for acknowledging a memo

asked on October 6, 2015

I have a client who needs users to acknowledge that they have read a memo.  The memo document will be in LF and each case will vary in the number of users who have to acknowledge that they have read it.

The distribution list will need to be specified in every case.

Management would like to be able to track the memo and see who has signed, and who is yet to sign.

A workflow may be needed to facilitate distribution, acknowledgeme

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Replies

replied on October 7, 2015

My first thought on this would be Laserfiche Forms Portal where you could get an electronic signature for everyone who goes to the site and reads the memo. 

 

If you don't have that you need to determine if everyone has access to Laserfiche (i.e. their own login). If they do you could have them acknowledge it by creating a workflow that sets the security to only that person and then have them change a metadata field to acknowledge it. 

 

Assuming neither of those are true, I'd build a workflow that took a scanned copy of the memo with a generic cover page on the back.  At this point it would reference a SQL table that has an index field, the person's name, an email address and a field to indicated if they have signed. On that cover page I'd have a place that they could sign and use a text box to place the persons name, and a separate text box in a couple of places that has a unique code that includes the index number. When the user reads that memo, they will email a scan of that page to someone (or scan to a folder monitored by import agent). 

 

When the person who collects those emails places them in Laserfiche an OCR process should let you pick up the person's name if you have designed the text box correctly. I tend to design a "code" for scanning and place it in 2 different places with something like "HHH (Code) HHH". Some easy to OCR set of letters, the code, and another set of letters. 

 

Then you can simply set a seperate workflow to extract the text from each of these pages, find the HHH AAA ##### HHH with pattern match and extract the numbers. The numbers would ideally just be the index # of the distribution list DB you created. The AAA pattern of letters would figure out which distribution list it is, so it knows which DB to look at to figure out which name was checked and mark it as signed.

 

If you want you can have an additional workflow run periodically to look through your db's to see if there are any that are not signed. 

 

 

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replied on October 12, 2015

Kevin,

 

This page has the information for how to publish - when you publish it will create a URL for you to include in your emails. If everyone is an authenticated user then you should be able to just send them that link (so you can use a simple mass email to everyone). But remember, each authenticated user has to have a username & license for Laserfiche already. 

 

If they do not all have a laserfiche login and license of their own but you have Forms public portal I thought of another way to do this...

 

1st: Create a database that has every name & email address, plus a random number. 

2nd: Create a form with your information, and have a field that does a lookup in the database for that random number. This will auto-populate the person's name. 

3rd: Use this database to loop through each entry and email them a unique URL to fill out the form with. The URL will look something like this: "http://servername/Forms/FormName?RandomNum=0987654321"

As a bonus, you can update the database every time someone fills out their form and have a resource to easily know who hasn't filled out the form.

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replied on October 12, 2015

Hi Chris.  I prefer option 1.  All users would have forms access.

I'm imagining the user would receive an email to advise them a form is assigned to them.  They would click on a link in their email to open the form.  However, before signing the form, the user needs to read the document(memo) that resides in LF.  

How would I insert a link in the form to the document in LF?  This is needed for the user to read the memo, then they would return to the form to sign that they have read it.

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