SharePoint · Manufacturing and engineering
A SharePoint Online workflow for lab test requests
A SharePoint Online system where plants raise lab test requests, the lab team accepts or proposes a new date, results are uploaded per test and the request is closed with a full history.
- Client
- An industrial manufacturer with several divisions and plants
- Industry
- Manufacturing and engineering
- Platform
- SharePoint
01The challenge
Lab test requests came in by email with missing details, specifications arrived late, and plants could not see whether the lab had accepted a request or when results would be ready.
02The solution
We built a request system on SharePoint Online. The creator enters the location, division, sample details, tests and reference standards, and must attach the specifications before submitting. The lab team accepts the request or proposes a new date, the creator accepts or changes it, and the lab uploads a result file for each test. Rejected requests can be corrected and resubmitted with a new reference number.
How a request moves through the system
- Create the requestThe creator enters location, division, sample ID, tests, reference standards and whether a customer witness is needed.
- Attach specificationsThe specification file is mandatory, so the lab never starts with missing details.
- Lab team decisionThe lab team accepts the request or asks for a change of date.
- Date agreementThe creator accepts the new date or proposes another one.
- Upload resultsThe lab uploads a result file for each test and completes the request.
- Rejected requestsA rejected request can be corrected and sent again under a new reference number.
Screens from the system
Sample screens redrawn with sample data. They show the real stages of the workflow.
Screen 1 of 4Built for this client
Dashboard
Counters show requests by status for the creator and the lab team.
What the system covers
- Request formMandatory fields and a mandatory specification attachment.
- Draft and submitCreators can save a draft and submit when ready.
- Date negotiationBoth sides can propose dates until one is accepted.
- Results per testResult files are held against each test in the request.
- Dashboard countersEach person sees what needs their attention.
Built with Microsoft SharePoint Online · Custom forms and lists · Email notifications · Excel export
The result
- No request is submitted without its specifications
- Plants see the lab status without calling
- Results are stored against the request
- Rejected requests are resubmitted with a new reference
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