Google Sheets add-on

Managing Community Use of School Facilities with Form Workflow Plus

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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
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Managing an NGO with Form Workflow Plus

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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
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Managing the Digital Office with Form Workflow Plus

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Every office has unsung heroes. These are the diligent staff who make sure printers never run out of paper. Like clockwork, there’s the receptionist who has a steady supply of fresh flowers to greet guests, or the secretary who makes sure stationeries are always on hand. They work in the background and devote efforts toward the smooth running of the office.

Running an office needs uncanny attention to details and anticipating needs. Without a doubt, the number of tasks can often be overwhelming. True to the mantra of working smart, managers need not fret over spreading themselves too thin. Workflow apps can take the burden off of these tasks by automating validation processes. Here are ways a workflow app such as Form Workflow Plus can be an essential tool for the successful office manager:

Break free from repetitive and manual tasks

Robert is in charge of printing business cards in a legal office. They adapted to G Suite for their office apps and this turned out to be a godsend. He created a form for collecting printing requests and plugged this into Form Workflow Plus.

It took him a few minutes to setup the 2-step approval process and saved a lot of man-hours. He used to manually receive, queue up, and archive paper forms. With their switch to digital apps, he got to devote more time towards organizing the office R&R, a committee he also felt passionate about.

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

Track tasks and have a record of approvers for transparency

Beth has worked for almost a decade as the receptionist in a 5-star hotel. She has established a reliable network of suppliers for flower arrangements. In her line of work, bouquets never failed to bring about the welcoming atmosphere.

Beth needed to make sure she’s always on top of the schedule of guests. As these bouquets come at a cost, she used Form Workflow Plus to establish a budget approval tied with the bouquet request and supplier details. Since the add-on tracks requests on a Google Sheet, it’s easy to monitor the queued tasks and supplier contact details.

One feature she likes most is the ability to route requests to different approvers depending on the cost. For her approval workflow, those who stamped their approval were automatically logged on the worksheet for transparency.

Web app for the on-the-go approver

Reese has been in charge of approving office supplies requests for boxes, stationeries, and other small equipment. As a sales representative, though, she needed to be outside the office most of the time to meet with potential customers.

Not wanting to break the supply chain, she set up an approval process using Form Workflow Plus. The add-on includes a web app where she can log on and find all pending requests in a single place. Working with approvals has never been easier as she can set decisions in bulk and be done with the task in a few minutes.

Access a rich Help Center for use cases and FAQs with a dedicated Support Team

We’ve prepared a repository of guides and how-tos to ensure your success with Form Workflow Plus. Search for FAQs and tips to make sure the add-on works for you, here.

If you find yourself in a situation not covered by the Help Center, Form Workflow Plus has a dedicated support via support@wizy.io.

If you’re a manager tasked with jumpstarting office operations after the pandemic lockdown or looking for an app to automate workflows, we got you covered. Book a demo now or sign up for free!

Marko ArcegaManaging the Digital Office with Form Workflow Plus
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