We have the following scenario.
- Large project requests come into a SharePoint document library, where we are using metadata from the word document to populate fields (costing, requester, acceptance status).
- We also have projects which are much smaller that we do not require a formal document but we require a couple fields such as dates and requester.
- Data from the small project and large projects needs to be collated, so we can track status and do some analysis on projects completed to date.
In order to have use across the company we need to make the data entry simple. Entering a new line into a list is something we can get managers to do, but filling out a document (even if it is only a step or two more) is pushing it.
I'm wondering if there is a way to merge periodically transfer the 'large projects' which are accepted into a document list. I'm open to other implementation ideas within SharePoint 2007, including Designer-based solutions.