How to make a target audit Calendar in Lists, send automatic appointments from that, collect resuklts in MS Forms and update the Calendar with actual result

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Posted on 31 Mar 2024 09:10:00 by glusal

Hello, i wish to automatize a process i actually manaage manually:

1. I have a calendar of audits to be performed in a list of areas, by a list of people in the organization

2. i monthly send an appointment in outlook to the auditors, with target area and time to perform the audit

3. The audit is done in Forms, so when a new one is done, i take the results and i make a report in a standard template. then i share the report by email to a mailing list of the owners of the specific area

4. Last step is to update the calendar to track the actual value of the audit and the actual date when it has been performed

i have the calendar in excel but i could make it in MS Lists

how to put in place all the process?

thanks

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annajhaveri 8,531 Most Valuable Professional on 01 Apr 2024 at 10:19:27

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Re: How to make a target audit Calendar in Lists, send automatic appointments from that, collect resuklts in MS Forms and update the Calendar with actual result

@glusal you can create MS List to store the the audit data that you are currently storing in Calendar. Then you can create a flow to send monthly appointment to auditor, the flow can be triggered from selected record in the list. When you say audit is done in forms, is it microsoft forms?

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