Work Allocation Tool - Business Version

About the Tool

Work Allocation Tool is an Excel based VBA tool which helps to allocate and manage work using Excel Application. The tool can be saved at a common place like SharePoint/OneDrive where multiple users can open the tool at the same time. Tool has inbuild dashboard and configurations to manage it effectively.

Tool Features

• Multiple Configurations: Configure the tool and use it as per your requirements. Configurations available for Admin password, Case Types, Status and User Management.
• Login Enabled: All users are required to login into the tool to access their respective sheets. This helps to control modifying other user’s data.
• Import from Excel: You can also import transactions or cases from any other Excel file.
• Easily Allocate and Get Latest Status: Allocate cases directly from excel sheet. To get latest status by simply click on a button.
• Filter Cases: Use the pre-defined filters to easily identify recent updates, In-Progress, Un-allocated or Completed Cases
• Archive Older Items: Get rid of older items by archiving them to new file and remove from admin sheet.
• Monitor progress through interactive dashboard: You can monitor progress using pre-defined charts and pivot tables.
• Compatible with online platforms: You can use SharePoint, OneDrive, Teams or any other shared path where all users can access and open the file at the same time.

Benefits

• Easily and efficiently manage work.
• Get real time processing status along with status history and time taken to process any case.
• Saves huge amount of time, avoid manual consolidation, reporting and monitoring by using centralized tool in place.

System Requirements

• Installed version of MS Excel 2016 or above