Some Coda docs I have been working on

So far my team & I have used Coda to develop the following:

FYI I have not shared any of these docs yet as they each contain information that must be scrubbed before sharing. I will be sharing all of these eventually. Contact me for more information about any of these.

For Work:

A solution that tracks Notices of Violation and subsequent enforcement actions for our Air Quality Bureau. This one is really nifty as it utilizes data APIs to keep the tables updated from the System of Record in our Oracle Database. This is in production and is our most-used Coda doc so far.

An Application Inventory. I work with a mid-sized State Agency and we have over 100 COTS and custom-built web applications. This doc helps us manage our inventory and derive aggregate information from it, including the databases each is attached to and the servers to which they are deployed, last deployment dates, support staff, etc. Undergoing refactoring to take advantage of Coda features that did not exist when it was built.

Change Management requests, approvals & tracking; Undergoing refactoring to link to the inventory doc, and to allow for group approvals.

An expense tracking system for my bureau. Tracks expenses, type, category, work unit, vendor & more. Includes reminder notifications as subscriptions and other yearly items become due. Undergoing refactoring to leverage the Coda Recurrence Pack.

A contracts, projects and contractors tracking system for my agency. Tracks Contracts, Contract amendments and Purchase Orders through the approval process and throughout their lifetimes. Provides status report data entry for Hourly contractors and sums their hours by Project, Contractor, Vendor, PO Line Item and contract deliverable. Provides Project Portfolio functionality and individual project tracking. This is actually 5 documents:

A tracker for Contracts (and Contract Amendments and Deliverables), Purchase Orders, and invoices against those POs/Contracts; Still under construction and initial data entry:

Status Reporting & Hours input tracking for contractors, cross-doc linked to Contracts & Projects. In production.

includes a special Read-only status reporting doc for contractor vendors. In production.

Project Portfolio Tracking, including individual project tracking via filters. In User Acceptance Testing.

Task scheduling & Tracking, cross-doc linked to Project Portfolio Doc. I actually use this daily to keep track of the 10,000 things I’m supposed to be doing. Intended eventually for others to use also which will then provide direct insight and metrics for project stats and work unit performance. Will also eventually connect to Status Reporting & Hours doc. Undergoing refactoring to leverage the Coda Recurrence Pack.

A Learning Resource Center, for training and reference materials for our solutions. In User Acceptance Testing.

License & Privilege Assignment Tracking, to keep track of to whom we’ve assigned what license or privilege among our many COTS and cloud tools. Complete but still adding data.

A Single Source of Truth doc for data shared across multiple docs, like work units, funding codes, and status identifiers. Intended to be accessed typically only via cross-doc. In production.

For Personal Use:

A Rental Property Tracking System. Tracks renters, deposits, rent received, late fees, repair items to address and work already complete, including the contractors used and materials purchased. Still under construction.

A contact tracking database. My significant other meets a great many people in the course of her work and needed a system to track people she’d met, elements of the conversations she’d had with them, friends they had in common and other information. She hadn’t found any CRM systems that suited her needs and so we built this system to suit. Undergoing refactoring based on user feedback.

A website Administration tracking system. A side business I run requires that I keep track of almost 200 web domains, their registration renewals, DNS settings, what servers they have been deployed to, what blogs or websites is on each, and admin dashboards for all of the above. In production.

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