What SharePoint 2007 features will enable me to:

  1. Assign and track tasks where each task will require a sign off before it is considered complete.
  2. Enter and Store daily status logs (i.e. each shift / person can details events).
  • Its not totally clear to me how the task list should work. You create tasks like A, B, C and D. All tasks need to be done every day? Therefore each task for every single day need a "Completion" information? – AlexPoint Jul 19 '11 at 15:29
  • Essentially, yes...it would be a daily checklist of items basically, and each day the checklist would refresh itself and archive the previous day (so it can be reviewed at a later date). – Windows Ninja Jul 19 '11 at 15:43

The native task list will allow you track individual items. You can attach simple Workflows to manage what happens as tasks are updated. SharePoint will track the last person to edit an item, which can serve as your digital signature of the person completing the task. Additionally you can enable auditing on the list if you need more granular insight into how is reading / modifying the lists.

Shared Blog template would indeed fit your daily status log requirements. You can additionally look at the Wiki template, or an simple issue tracking list. The issue tracking list has the benefit that you can associate other list items that may be relevant to an entry made. It really depends on your requirements for displaying the data, archiving the data, and working with the data.

I would encourage you to pick up this great resource by Robert Bougue http://www.sharepointshepherd.com/default.aspx

  • I'm going to check all of this out, ensure it does the trick, and then will award the answer. Thanks for your help Jesus! – Windows Ninja Jul 19 '11 at 16:37

If you would consider a 3rd Party SharePoint add-on, then I would suggest you take a look at DocRead for SharePoint. DocRead allows you to 'send and track' reading tasks straight from a SharePoint document library. Automated e-mails also get fired to remind employees to sign-off on a task. We also have another add-on module released in 2013 Q1 to allow you to quiz and survey employees before they sign-off.

To read more, take a look at DocRead.

Disclaimer : I work for the company that sells DocRead.

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