And the whole thing might happen several times, because something was forgotten in the first run or users got strange ideas while editing the Excel form. Use the possibly already existing planning system for this? It is better to leave that alone before you break something - unless CoPlanner is in use.

Data doodle for controlling

CoPlanner takes up the challenge to provide the data doodle for controlling. Since it is confidential data, not quite as pragmatic as the free appointment service - data protection and security must be maintained, but similarly simple and fast.

Within a few minutes, an own data model can be set up and its (also large) distribution circle can be asked for its input. Via the workflow you can see who has already replied.

If desired, participants can also see the data of other participants - useful for intercompany voting, for example.

What does the process look like in CoPlanner?

  • Design data model and form - existing structures (e.g. cost center plans) can, but do not have to be used
  • Assign user: (who should participate in the data collection) and set deadlines
  • Initialize workflow and notify user.

The users receive a web link (in the intranet), use their web browser for data acquisition and release the task. Well, if only everything was as simple as with CoPlanner ?. Look forward to CoPlanner 10 - available this year!

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