general flow control

B

BorisS

I am completely unfamiliar with Outlook in more terms than how to efficiently
use it for myself (tasks, notes, etc.). I'd like to take it to a higher
level for a portfolio company which my investment fund has a stake in. Their
problem, I believe, is work flow control. Specifically, folks don't seem to
follow up as they should on tasks, and when they do follow up, it takes a
while. My main questions regarding whether forms are an inexpensive way for
us to control workflow are the following:

1) can forms be audited for things like time of movement into and out of
someone's inbox
2) can the data in forms be aggregated (even if necessary through VB) for
further analysis in something like Excel
3) can a form exist for something like an expense report, where the
functionality of locking and validating cells (like Excel) is programmable,
with that form then being aggregated at the administrator level?

Can these types of things be accomplished within forms? And is there a good
book someone can recommend that shows clever uses of forms, and describes in
detail the ins and outs of using them?

Thanks in advance.
 

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