kermitklein
New Member
- Joined
- Nov 26, 2004
- Messages
- 11
Hi!!!
Sorry for the newbie type qustion ut I don't know where else to turn for help..
Let me give you a little background into what I am doing, FIrst I was struggling to choose between excel and access to do this and the n I figure access would let me do this a whole lot better than excel can at this moment int time. WE have @ work a paperbased form that we use when our main system goes down to log and book jobs for engineer visits., We then fax this to sevral offices thoughout england and scotland - now you can imagine the paperwaste when we take anything from 400 to 12000 jobs. first all the info to written manually and then for these to then be faxed over to another office.
The form will have the following fields
Name of customer
Address
Postal code
telephone 1
telephone 2
Job patch code
Call centre agent name
call centre agent extension
Call centre manager name
Call centre manager extension
Date of call taken
Time of call taken
Job type chosen from 3 drop down boxes ( 1 for type of job), 1 for type of appliance, 1 for type of charge)
job date
job time (chosen from a drop down list)
Additional job detail
Problem #1
There are going to be multiple people using this min 12 max 7000. what is best to be used in this case, a plain regular form or a data access page?
Also a couple of the field need to be automatically generated from an excell sheet (ie agent name, agent extension, agent's manager name , agent's manager extension, this file will be stored on the users personal drive P:\
Problem #2
Can Access generate a calendar for the date to be chosen instead of being inputted manually?
Problem #3
Depending on the combination of the job type combination (problem, appliance and charge code) can excel impose a restriction on the job date, so certain job types can have availability for next day whilst a comnbination of other jobs would have availabilty in 2 or 3 days time (NB this facility needs to have the fuctionality of being overriden and need something like a popup box saying the date should be 3 days later but need be can be changed to the next day ifa managers approved it.
Problem #4 the job type combination, there will be 4 values for problem namely value a, b, c ,d and 8 values for appliance type, 8 value 1,2,3,4,5,6,7,8 and 7 types of charge code AA,AB,AC,AD,AE,AF,AG,...
Is there anyway if for example the problem type has value a then list for appliance will only have values 1-5 showing and values AA to AD showing for the charge code?
Problem #5 a new table needs to be created at the start and end of every shift - this needs to be manually done so is there anyway we can export the content value of the main table to an excel spreadsheet then this can be saved in 2 different locations for backup
problem #6
AS you might or might not know british postcodes are aranged in 2 parts part A and part B - part A in the form LLNN NLL or rarely LLNL NLL where L are letters and N are numbers I would need access to automatically look for the patch from the postcode list. This is in an axcel sheet but can be easily transferred to an acccess table the only problem being postcodes conatins the above format but our patches only rely on the first 4 or 5 digits ie LLNNN or LLNLN to find the code - if this porblem cannot be solved, we can always input in manually.
problem #7
After all jobs have been inputted I need the jobs to be sent to a particular excel spreadsheet this can be doen one ofeither ways, either a control button from access which will creat an autmated table with an automated filename as well as today's date or a button from excel to improt data form I take it this would be an access query which would show jobs for today for a particualr area or jobs for tomorrow for a particular area. but this will be needed i a predesigned excel spreadsheet where for example the name would go in cell A3 and the patch code in A1 as an example.
I will be most grateful for any reply you could give me..
PS anybody know any good access course that I may be able to do either classroom based or distance learned? As you can see it will be best if I started form the beginer level.
Cheers ppl
ray: ray: yours in eternal gratitude ray: ray: ray:
Kermit Klein
Sorry for the newbie type qustion ut I don't know where else to turn for help..
Let me give you a little background into what I am doing, FIrst I was struggling to choose between excel and access to do this and the n I figure access would let me do this a whole lot better than excel can at this moment int time. WE have @ work a paperbased form that we use when our main system goes down to log and book jobs for engineer visits., We then fax this to sevral offices thoughout england and scotland - now you can imagine the paperwaste when we take anything from 400 to 12000 jobs. first all the info to written manually and then for these to then be faxed over to another office.
The form will have the following fields
Name of customer
Address
Postal code
telephone 1
telephone 2
Job patch code
Call centre agent name
call centre agent extension
Call centre manager name
Call centre manager extension
Date of call taken
Time of call taken
Job type chosen from 3 drop down boxes ( 1 for type of job), 1 for type of appliance, 1 for type of charge)
job date
job time (chosen from a drop down list)
Additional job detail
Problem #1
There are going to be multiple people using this min 12 max 7000. what is best to be used in this case, a plain regular form or a data access page?
Also a couple of the field need to be automatically generated from an excell sheet (ie agent name, agent extension, agent's manager name , agent's manager extension, this file will be stored on the users personal drive P:\
Problem #2
Can Access generate a calendar for the date to be chosen instead of being inputted manually?
Problem #3
Depending on the combination of the job type combination (problem, appliance and charge code) can excel impose a restriction on the job date, so certain job types can have availability for next day whilst a comnbination of other jobs would have availabilty in 2 or 3 days time (NB this facility needs to have the fuctionality of being overriden and need something like a popup box saying the date should be 3 days later but need be can be changed to the next day ifa managers approved it.
Problem #4 the job type combination, there will be 4 values for problem namely value a, b, c ,d and 8 values for appliance type, 8 value 1,2,3,4,5,6,7,8 and 7 types of charge code AA,AB,AC,AD,AE,AF,AG,...
Is there anyway if for example the problem type has value a then list for appliance will only have values 1-5 showing and values AA to AD showing for the charge code?
Problem #5 a new table needs to be created at the start and end of every shift - this needs to be manually done so is there anyway we can export the content value of the main table to an excel spreadsheet then this can be saved in 2 different locations for backup
problem #6
AS you might or might not know british postcodes are aranged in 2 parts part A and part B - part A in the form LLNN NLL or rarely LLNL NLL where L are letters and N are numbers I would need access to automatically look for the patch from the postcode list. This is in an axcel sheet but can be easily transferred to an acccess table the only problem being postcodes conatins the above format but our patches only rely on the first 4 or 5 digits ie LLNNN or LLNLN to find the code - if this porblem cannot be solved, we can always input in manually.
problem #7
After all jobs have been inputted I need the jobs to be sent to a particular excel spreadsheet this can be doen one ofeither ways, either a control button from access which will creat an autmated table with an automated filename as well as today's date or a button from excel to improt data form I take it this would be an access query which would show jobs for today for a particualr area or jobs for tomorrow for a particular area. but this will be needed i a predesigned excel spreadsheet where for example the name would go in cell A3 and the patch code in A1 as an example.
I will be most grateful for any reply you could give me..
PS anybody know any good access course that I may be able to do either classroom based or distance learned? As you can see it will be best if I started form the beginer level.
Cheers ppl
ray: ray: yours in eternal gratitude ray: ray: ray: Kermit Klein
