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Q: HELP! me use Excel with Outlook to track my notifications to 130 employees? ( No Answer,   2 Comments )
Question  
Subject: HELP! me use Excel with Outlook to track my notifications to 130 employees?
Category: Computers > Software
Asked by: sobelle-ga
List Price: $20.00
Posted: 17 Nov 2004 18:18 PST
Expires: 17 Dec 2004 18:18 PST
Question ID: 430417
Oh, Superior One-ga,

YOU are my attempt at working smarter.

I work in the HR Dept. of an agency with 130 employees (and growing).
Every day I must notify a handful of employees to go for their annual
physicals, attend training classes, or submit
evaluations/forms/documentation, etc. I must also send polite,
semi-polite, and demanding reminders at regular intervals (2 weeks, 30
days, etc.)to these employees when they neglect to follow through on
their previous notifications.

I have all of this information in Excel and I am .xls'd out.  Daily, I
sort this data chronologically in multiple spreadsheets to figure out
who needs what.  There MUST be a more "excel"lent way.  Don't tell me
Access.

Is there some way (I have tried and tried) to import my Excel data
into Outlook and configure it so that each AM I can sip my coffee and
peruse my employee-specific "tasks" for the day? If Outlook won't,
will you detail something else that will.  I really want to use all
the Excel data input I've trudged through.  I promise I shall dunk
each day's doughnut to you from now on.

Many thanks, 
Sobelle
Answer  
There is no answer at this time.

Comments  
Subject: Re: HELP! me use Excel with Outlook to track my notifications to 130 employees?
From: crythias-ga on 17 Nov 2004 23:24 PST
 
Outlook would be a good thing to use... you could easily time messages
to be sent in the future. Before sending, choose the options button
and adjust the date of send.

However, your situation may need more than just a boost in Excel.
While "outlook today" can show you the tasks, the rest is quite
manual. I suppose there are add-ons to make the thing programatically
send reminders. You might wish to check out
http://sourceforge.net/projects/borg-calendar/, though.

This is a free comment.
Subject: Re: HELP! me use Excel with Outlook to track my notifications to 130 employees?
From: manuka-ga on 13 Dec 2004 01:05 PST
 
One reasonable approach might be to implement a macro in Excel that
would extract the required data from all the worksheets for you and
present it in a single table. Integrating this with Outlook would be
harder, and would probably depend on how standardised these things
are. But at least it would be able to give you a single list of the
day's tasks for minimal effort.

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