S/OX Chain of command- recording users who approve

[krozar]

Right now we're sending e-mails from person A--> B --> C --> D where A
submits, B & C approve, D processes. This seems quite hectic/inefficient.
Here's how I'd like to do it (we use microsoft exchange server):

Person A submits to general Mailbox
Persons B and C -- who have permission to the Mailbox folder -- sign off
Person D then processes.

The problems:
-Person C & D would have to know when the message is ready for them to sign
off
-The final message user D prints out, would have to print out some sort of
verification where the e-mail of the user is recorded by the system, i.e.,
proof that that user signed off
-There should only be one total e-mail. When I open that folder, I only
want one message/e-mail per submission from person A.

I've looked at voting & tracking, I've looked at posting to a folder, but I
keep coming up empty. I want a clean, low-volume final product that would
qualify under S/OX as proof of verification by B & C.

Help!

 

[Sue Mosher [MVP-Outlook]]

You might want to look into using InfoPath for this, not Outlook. I'm not sure anything you build with Outlook would be robust enough for S/OX, but InfoPath is designed to be.

Alternatively, look at the workflow objects for Exchange, but note that they don't have much (if any) support in the next version.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers