Google Sheets add-on

Managing Catering Requests with Form Workflow Plus

No comments

An assortment of snacks and refreshments never fail to liven up formal functions and seminars. Queuing up to the buffet table presents opportunities to mingle and exchange ideas or simply talk about the weather. Behind all these are the trusty caterers and event organizers. They attend to individual guest preferences and make sure the event proceeds smoothly.

If you’re a food concessionaire or managing a catering business, it’s important to fulfill client orders. Catering requests need to be properly tracked and scheduled. Consider Richard, who’s the manager of an in-house caterer for a tech firm. Teams regularly hold training and seminars so it was at first a challenge to track which team would require their services and when.

Fortunately, Richard came across Form Workflow Plus on the G Suite Marketplace. This allowed him to have an efficient system of collecting orders and scheduling. It’s easy to lose requests when done via email or on a separate form. Here are the important features that helped Richard:

Seamless integration with G Suite apps

Form Workflow Plus works with native G Suite apps. Richard simply set up a Google Form then collected these responses on a Google Sheet. With Form Workflow Plus, set up took only a few minutes.

The add-on also had the flexibility to specify several reviewers. This proved useful for when some of the reviewers are not around to approve requests and ensure continuity.

Form Workflow Plus is available for a 14-day free trial here.

Unlimited reviewers and conditional approvals

Automating their order taking workflow was a perfect decision for Richard. Working with the add-on allowed him to easily add approval steps, include or remove reviewers, and set up conditional approvals. These features allowed the add-on to meet their use cases.

Richard has even set up their staff leave requests and purchase order workflows via the add-on!

Web app for overseeing requests, managing billing, and adding users

Form Workflow Plus includes a web application accessible here. It provides account owners and admins a dashboard for managing workflows as well as requests. It’s also a one-stop solution for managing billing, updating credit card details for auto-renewal, and upgrading subscription.

Easily delegate roles and add/remove users via the included user management tool.

Accessible Support and extensive Help Center

For simple queries on setting up workflows to using advanced features, Richard found answers on the Form Workflow Plus Help Center. This was where he came across the idea of using conditional approvals for budget workflows.

For questions not covered by the Help Center, queries can be emailed to support@wizy.io. Better yet, a demo can be scheduled here:

Marko ArcegaManaging Catering Requests with Form Workflow Plus
Read more

Managing Community Use of School Facilities with Form Workflow Plus

No comments

Schools are hubs for community development. Besides providing educational services, school facilities and premises become venues for team sports, local competitions, or even fairs. This is why certain school districts allow communities to rent out school facilities. This provides an extra source of income for the school and promotes camaraderie among community groups.

Consider Sam. He is the Facilities Coordinator for a K-12 school. Their campus is also a popular venue for soccer practice, baseball tournaments, and the host for the annual organic farm fair. He also manages the schedule for pool use by the local swim team.

He started out by managing requests via email. However, given the number of facilities, queuing groups, and different schedules, he soon realized he needed a better tool. Sam came across Form Workflow Plus in the G Suite Marketplace and his job has since become a lot easier.

Here are some of the ways a workflow app such as Form Workflow Plus helped Sam manage the community use of school facilities:

Easy setup with multi-step workflows and multiple reviewers

Since their school already uses G Suite, setting up the workflow took a few minutes. Form Workflow Plus can easily accommodate multi-step workflows and once he specified the reviewer email addresses, he had a working approval process. He got to try the add-on for a free 14-day trial as well.

Feel free to sign up here.

Track schedules via Google Sheet

Sam moved away from receiving email requests and moved on to Google Forms. Responses are automatically collected on a sheet where he runs Form Workflow Plus. The add-on has a user-friendly interface for tracking request status. The best part is that Sam never lost sight of any request!

Automatic routing of requests based on facility type

Form Workflow Plus accommodates conditional approvals. Requests are routed to the appropriate department depending on the facility being rented out. This saved Sam a lot of manual and repetitive work as the add-on did this for him.

To learn more about setting conditional approvals, here’s a handy guide:

A multi-purpose web app for managing workflows, billing, and users

Form Workflow Plus includes a web app. It’s a one-stop shop for managing workflows, upgrading plans, as well as managing users.

Reviewers can also log in to work on pending requests. They have a dedicated view where they can set decisions all in one place.

Curated Help Center

For FAQs and guides on setting up workflows for tough use cases, Sam found the Form Workflow Plus Help Center as a valuable resource. He found video tutorials to walk him through the basic and advanced features of the add-on.

Inquiries can be forwarded to support@wizy.io for anything not covered by the Help Center. A quick demo can also be requested via this link:

Marko ArcegaManaging Community Use of School Facilities with Form Workflow Plus
Read more

Managing an NGO with Form Workflow Plus

No comments

Working in an NGO (Non-Government Organization) can require a lot of effort. Beyond addressing important sectoral issues, one has to hurdle dealing with limited resources, allocating budget, and managing manpower. At the end of the day, the fulfillment of having made an impact in uplifting human lives is a reward in itself.

Managing an NGO need not take a lot of one’s time. Using the native apps of G Suite can help with communication (Gmail), budget planning (Google Sheet), and creating technical documents (Google Doc). A workflow app based on G Suite would be a perfect addition to an NGO worker’s tools. Here’s how Form Workflow Plus can help with NGO work:

Setup approval process in minutes

Fresh from college, Andrew joined an NGO working with food security in Southeast Asia. After stumbling upon Form Workflow Plus on the G Suite Marketplace, he was able to set up a procurement workflow in minutes. The add-on worked seamlessly with their organization’s G Suite apps. The feature he liked most is the flexibility of the add-on to accommodate as many reviewers as his workflow requires.

Notes feature for approved requests

Andrew soon learned that he can activate a Notes feature on Form Workflow Plus. This came in handy for attaching Invoice Numbers as well as Purchase Order Numbers for approved requests. Keeping tabs on the team’s procurement workflow has never been easier.

To learn more about customizable notes on Form Workflow Plus, visit this guide.

Conditional approvals for automatic request routing

Sabine is part of an NGO seeking to improve child development in remote South American villages. Given the need for transportation, she manages car repair requests as approved by their regional office. This helps efficiently schedule mechanic visits. For this, she used Form Workflow Plus to automatically route requests depending on the repair type. Having automated the approval process allowed Sabine to focus more on her organization’s advocacies.

Form Workflow Plus offers discounted pricing for non-profits

Chris was happy to learn that Form Workflow Plus offers 40% discount for non-profits. He works as the IT Coordinator for an NGO in the education sector. The lower subscription fee allowed them to allocate budget for teaching materials instead.

Try Form Workflow Plus for free here. Reach out to support@wizy.io to check if you’re eligible for discounted pricing. Feel free to book a demo as well:

Marko ArcegaManaging an NGO with Form Workflow Plus
Read more