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Posted to microsoft.public.word.docmanagement
Bob
 
Posts: n/a
Default Doc management, workflow or job tracking?

I want to keep track of files that go with a job. I get a job in and
there are lots of files that flow in over time and change or are
replaced: quality control files, CAD files, spreadsheets, P.O.s, etc. I
want to be able to find these files by: job-num, date, part-num,
invoice-num, etc...

Is this document management?
Workflow?
Job tracking?

Workflow seems wrong: it's all about publishing (google "workflow", see
what I mean). Document Management seems wrong: it's all about scanning
and archiving. Job tracking seems wrong: it's about time and billing.
So, what is it? That's my first step.

I also want all this on a server/networked so others have access to it,
not just me.

I could just make a folder structure on our file server, and have a
folder for each job. I could name the folders with their job number.
That's close, but that doesn't allow me to find a specific job folder
quickly or easily by anything other than the job number.

Thanks for any ideas.