Hi
I need some pointers for a company policy acknowledgment workflow. Would like to know if the scenario we have is possible to implement or if there are potential issues that others can forsee with what is possible in Nintex. I found some old posts on the subject but none had any solutions that I could get help from hence posting on this subject again.
System in use: Sharepoint 2013 on-premise, Nintex Workflow Enterprise, Nintex Forms Standard
Scenario: All company policies are located in a document library as Word/PDF documents. They have metadata such as Status (Current/Superseded), Date Last Reviewed, Date Superseded etc associated with them. Up till now these policies were merely advertised in the staff newsletter however the business would like to:
- start sending policies to every staff member through nintex workflow+forms.
- This can happen at the time a policy is modified, in which case an AD group containing all users would be used
- Or when a new employee joins us, in which case just the employee's account will be added to policy
- get staff to acknowledge they have read and agreed to the policy
- place a copy of the policy as it was at that point (the footer would contain version control) with some sort of digital signature into the employee's personnel file (located in another site collection; URL of each personnel folder into which document needs to be copied can kind of be crafted based on each employee's first and last name)
- automated reminder to staff if they haven't done this within a specified timeframe
- run reports on which staff have acknowledged which policy and which haven't
Feedback/Guidance we need:
- Should we use a to-do task instead of a Flexitask or Approval Task because the only options those provide are: task finishes when first person responds; task finishes when majority respond - there seems to be no option for task does not finish till every last person responds. We don't want the task to end pre-maturely before all staff have acknowledged the policy
- Can the to-do email notification task take the user to a link that leads to a customised form containing a link to the policy and a check box and button?
- To-do tasks don't have branches like Flexi tasks and approval tasks so how can we added the additional step of copying the policy with some digital signature into the personnel file of the employee
- Can we copy items from one site collection's doc lib to another's in a straightforward manner
- What variable can we use to craft the personnel file URL into which the file needs to be copied. E.g. Initiator won't make sense as the Policy team will be the Initiator. Is there such a thing as current approver or current person assigned task as using their first and last name will craft the necessary URL into which to copy the document
Any tips or pointers from those more experienced with the system than us would be apreciated :)
Thanks
Parul