Software package or platform suggestions



  • Under one of my hats I have to manage quite a bit of documentation on personnel (briefings, forms, etc.) for compliance reasons. I'm wondering if any of you know of any configurable software packages that could do something like this. I can't use a cloud solution of any kind. I'd prefer something OSS/FOSS, but I am willing to pay a reasonable fee. I need to be able to either store documents within it, or link to them.

    Assuming that there isn't anything off the shelf that would work, what recommendations would you all have for building something like this by hand? I've done this kind of work in Access, but I'd like something a bit more robust and not built in Office so I can distribute it to my peers if I ever get it to that point.

    From a DB perspective I would end up with multiple tables: Employee, Briefings, Clearances, Reports, etc. I'd like to have some sort of GUI on it to make it easier to use. I don't imagine it would be that hard overall, other than the document handling.



  • @Kelly said in Software package or platform suggestions:

    Under one of my hats I have to manage quite a bit of documentation on personnel (briefings, forms, etc.) for compliance reasons. I'm wondering if any of you know of any configurable software packages that could do something like this. I can't use a cloud solution of any kind. I'd prefer something OSS/FOSS, but I am willing to pay a reasonable fee. I need to be able to either store documents within it, or link to them.

    Assuming that there isn't anything off the shelf that would work, what recommendations would you all have for building something like this by hand? I've done this kind of work in Access, but I'd like something a bit more robust and not built in Office so I can distribute it to my peers if I ever get it to that point.

    From a DB perspective I would end up with multiple tables: Employee, Briefings, Clearances, Reports, etc. I'd like to have some sort of GUI on it to make it easier to use. I don't imagine it would be that hard overall, other than the document handling.

    Would something like Alfresco or some other Sharepoint type alternative work for this?



  • Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.



  • @dafyre said in Software package or platform suggestions:

    @Kelly said in Software package or platform suggestions:

    Under one of my hats I have to manage quite a bit of documentation on personnel (briefings, forms, etc.) for compliance reasons. I'm wondering if any of you know of any configurable software packages that could do something like this. I can't use a cloud solution of any kind. I'd prefer something OSS/FOSS, but I am willing to pay a reasonable fee. I need to be able to either store documents within it, or link to them.

    Assuming that there isn't anything off the shelf that would work, what recommendations would you all have for building something like this by hand? I've done this kind of work in Access, but I'd like something a bit more robust and not built in Office so I can distribute it to my peers if I ever get it to that point.

    From a DB perspective I would end up with multiple tables: Employee, Briefings, Clearances, Reports, etc. I'd like to have some sort of GUI on it to make it easier to use. I don't imagine it would be that hard overall, other than the document handling.

    Would something like Alfresco or some other Sharepoint type alternative work for this?

    I'll take a look at it. Thanks. Is Alfresco, like Sharepoint, closer to Excel in its data handling than SQL? I thought about Sharepoint since I have some experience with it, but since it isn't relational at all it wouldn't work for me.



  • @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.



  • @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    How does it work now? pieces of paper in a file cabinet?



  • @Dashrender said in Software package or platform suggestions:

    @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    How does it work now? pieces of paper in a file cabinet?

    Right now I have scans stored in a file share. That is better than the files in the cabinet, but it makes knowing what is not done very hard. I have to manually go through each folder to check.



  • +1 for Alfresco ...



  • @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    Are these like PDFs? If so, Sharepoint or Alfresco are best. If it is just data, a quick web front end to a database might be best.



  • @scottalanmiller said in Software package or platform suggestions:

    @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    Are these like PDFs? If so, Sharepoint or Alfresco are best. If it is just data, a quick web front end to a database might be best.

    Ya this could probably be done in Drupal in an afternoon if it's not PDFs.



  • @scottalanmiller said in Software package or platform suggestions:

    @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    Are these like PDFs? If so, Sharepoint or Alfresco are best. If it is just data, a quick web front end to a database might be best.

    They are PDFs, but I don't think Sharepoint will work. I believe I need to be able to build relationships between my tables. Sharepoint is very flat, and there is little to no relationship between two lists. At the most basic level I could probably do it. I could do it in Excel for that matter, but it isn't designed for it.

    Maybe I'm not communicating as clearly as I think I am...

    I'd like a means to track all my employee information. This includes PII, numerous forms (PDF), and date/check boxes. I'd rather not make a non-normalized, scroll-forever-to-the-right list or spreadsheet. If I were to build this in Access I would have several tables on the backend linked relationally, and then use a form with several tabbed subforms as my interface.

    Does that clear things up at all?



  • So this could be done in Drupal and you could have a section to attach the forms.

    I've never seen a pre built solution but they may exist.



  • @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    @Kelly said in Software package or platform suggestions:

    @scottalanmiller said in Software package or platform suggestions:

    Something custom certainly would do this easily. Of the shelf, I can't think of something that would work, but I can't quite picture your workflow, either.

    I have a number of things that I have to track for every employee (only 50 employees right now), all of them required by some level of government compliance. Many of them require documentary evidence, while others would simply be a date. Others would require both. Workflow is something that is more random aside from new employee starts as it would be based on need rather than a schedule.

    Are these like PDFs? If so, Sharepoint or Alfresco are best. If it is just data, a quick web front end to a database might be best.

    They are PDFs, but I don't think Sharepoint will work. I believe I need to be able to build relationships between my tables. Sharepoint is very flat, and there is little to no relationship between two lists. At the most basic level I could probably do it. I could do it in Excel for that matter, but it isn't designed for it.

    Maybe I'm not communicating as clearly as I think I am...

    I'd like a means to track all my employee information. This includes PII, numerous forms (PDF), and date/check boxes. I'd rather not make a non-normalized, scroll-forever-to-the-right list or spreadsheet. If I were to build this in Access I would have several tables on the backend linked relationally, and then use a form with several tabbed subforms as my interface.

    Does that clear things up at all?

    You can have multiple lists and build relationships via a higher level if you wanted. But that seems like a lot of work.


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