An open request to Microsoft
July 24th, 2008As a Systems Analysts I have an enhancement I would like to see in Microsoft Outlook. But a little background first. I am forced to use Outlook by the companies I work for, and honestly I don’t think it is a bad product. I am able to set rules that will separate emails by project into project folders based on keywords, and I got into a habit of titling all of my emails with the project numbers. So I send out a mail that is titled, “P00001 – Today’s Status”, and all of the people who reply never change the title, so the rule sees the “P00001” and puts it into the correct folder. I also heavily use the calendar and the tasks function as well.
Where I think Outlook comes up a little short is in the voting button functionality. Most companies use some sort of process for the software development process, most likely CMM. If you have done any process, you are aware that documentation is a key aspect of this, and approval of that documentation even more so. So as part of this process, no matter what phase you are in, it is typical to create and review a document (a.k.a work product) and then send out for approval by the business, requirements, development and test teams.
This is where the voting buttons come into play. Our process now is to send out the approval request using an email, embedded with the document in question. We use the Message options to check off “Use voting buttons:” and enter in the very long as specified by process button names. For example, “Approve P00001 Application X requirement document V1.1”, and the same schema for reject. We also flag it for follow up since nearly everyone will forget to open the message and reply on time.
Ok, everything so far is good. The message is sent I am now waiting for responses. They come trickling back, and based on my rules they go into the project folder. But how do I get status on everyone’s response? For a while I did not know you can actually open up the sent mail and see status. Just like if you were to open up a meeting that you sent and hit the tracking tab to see who accepted. When you do this, you will get a nice table of who responded, their disposition and when they did it. All right Microsoft! You are starting to make my life easier. As an aside, if you move the original mail from the Sent folder, it will no longer keep track of any responses that are received after. This is annoying and it would be nice if they fixed that as well, but they do actually give you an option of where to put the message, I just keep forgetting to change the location.
I mentioned documentation before didn’t I? Well the next part of the process after you have harassed everyone into sending a response is to embed those responses in a template that says everyone approved and then place that document in the project control book (what ever version you might be using for that project, it might be Visual Source Safe or ClearCase, maybe just a folder on a shared LAN) so you can say, ”Look, the document is finished, everyone approved it and here is the proof!” if something comes up later to be contrary to what the document stated.
My problem is that I have to save each approved message as a .msg and then embed it in the template. First off for some reason in their own application, Microsoft chooses to default to .htm instead of message, so I have to change that option. I need to change the file name to somehow indicate whom the message was from. Then I need to pick a folder (one I typically created just for the approvals of this document), save the message in there, then go into Word, find the place where I am supposed to put the message. I insert Object, select create from file, navigate to where the message is, find the right person, check off the display as icon option then hit OK. Simple, but very tedious, and I have to do this for usually 20 people or more. I spend a lot of time doing a repetitive task so it is a big hassle. My request to them would be for them to have a nice export function where it would automatically embed the files in a Word or Excel document.
I do not think this is unreasonable and probably not that hard for them to implement. It would certainly play well for large corporations who use exchange as their primary mail service, a nice feature to allow for approvals of really any request that a corporate user might have the need to send and keep track of. I have sent this request in twice over the years, so far no luck.
I did suggest a process change to my companies process people once where we can just take a screen shot of that mails tracking page open. That got shot down, not really sure why. It might have something to do with not be able to get all of the replies in one shot, but you can just scroll again, take another screen shot and so on until all are there. But it seems like both companies like to keep some of my job tasks inefficient.