Hey Sharepoint Experts,
As a school project we are working for a non profit organisation. We are trying to build a SharePoint site for them. One module they want to see implemented is a module wich creates evolution reports.
The cases they are working on are document sets on their sharepoint. 6 months after the creation of a case (document set) they are obligated to make an evolution report. 6 months after the 1st evolution report they need to make a new evlution report, this keeps repeating until the case is set as "closed" (a column in the document sets is used to indicate it is closed). every case is assigned to an employee (sharepoint user)
They want some kind of reminder when a new evolution report needs to be made and also want an overview of what cases still need an evolution report and what cases are overdue.
my thought was to make this by using a workflow but my knowledge is a litte small.What i'm trying to do is have a loop where it creates a task every 6 months to make an evolution report. The loop ends when the statusfield in the documentset "cases" is put on stop!. Here is what I have at this moment. I'm kind of new making workflows so any tips or help would be appreciated