SharePoint with Power automate
Budget: $250 – $750 USD
1, Build a KMS SharePoint library with the listed Metadata below
2, Each of the sectors will have 1 or more than 1 sector responders
3, KMS admin can upload the document, but the status is Draft.
4, KMS admin needs to assign at least the sector and document type of the uploaded document. then will request approval from the sector responders. once the document is approved, the status will change to Approved, Then the document number will be automatically generated, and the review date will for 2 years after the document is approved.
5, In any document library users can post by a power automate script (a form that at least has "the sector" and "document type") their document or PDF to KMS, then the file will be copied to KMS as a Draft, then an email approval will be sent Sector responder
6, KMS admin can trigger a power automate in the KMS policy to send an Employee Policy Acknowledgment email to the employee.In the email should have the link of the policy document and an agree and acknowledged link back to the power automate for the record.
7, Once the document's Review date is on or after today. the status of the document will turn to Review and an email will be sent to sector responders for act
8, Using PnP search combines metadata with the filters
Metadata:
Document type: Case study/ Change control / Form /Policy /Presentation/ Procedure / Product documentation / Statement of work / Template / Training Material / User guide / Magazine
Gate: 0 expect /1 explore /2 explain /3 experience /4 expand /5 expert success
Sector (Chose): Finance/ People / Information Tech / Legal / Admin /
Document number:
Version: YYYY-(sector code)- (serial number)
Status: Draft, Review, Rejected, Approved, Published, Obsolete, Archived
Review date:
Tag(Enterprise Keywords):
2, Each of the sectors will have 1 or more than 1 sector responders
3, KMS admin can upload the document, but the status is Draft.
4, KMS admin needs to assign at least the sector and document type of the uploaded document. then will request approval from the sector responders. once the document is approved, the status will change to Approved, Then the document number will be automatically generated, and the review date will for 2 years after the document is approved.
5, In any document library users can post by a power automate script (a form that at least has "the sector" and "document type") their document or PDF to KMS, then the file will be copied to KMS as a Draft, then an email approval will be sent Sector responder
6, KMS admin can trigger a power automate in the KMS policy to send an Employee Policy Acknowledgment email to the employee.In the email should have the link of the policy document and an agree and acknowledged link back to the power automate for the record.
7, Once the document's Review date is on or after today. the status of the document will turn to Review and an email will be sent to sector responders for act
8, Using PnP search combines metadata with the filters
Metadata:
Document type: Case study/ Change control / Form /Policy /Presentation/ Procedure / Product documentation / Statement of work / Template / Training Material / User guide / Magazine
Gate: 0 expect /1 explore /2 explain /3 experience /4 expand /5 expert success
Sector (Chose): Finance/ People / Information Tech / Legal / Admin /
Document number:
Version: YYYY-(sector code)- (serial number)
Status: Draft, Review, Rejected, Approved, Published, Obsolete, Archived
Review date:
Tag(Enterprise Keywords):