Big Ask!!

[Jennifer Van]

I want to be able to record work undertaken in the course of a day - so date - time taken maybe - if home visit, groups, case managements, phone calls etc.

Then is there a way that by ticking a cell stating what the contact was, it records it on another worksheet. This is the same for say 5 staff members each filing in the notes and selecting data information on the information they are recording on the notes.

This is then merged to a single sheet where I can add a pivot table and add up the activities undertaken during the time period?

I know it is a big ask? Currently I have separated notes in word, a spreadsheet that staff use to enter their daily work and hours etc on, which I then turn into a pivot table for reporting purposes.

Any suggestions???
Jennifer

 

[ranman256]

make a form, add the boxes you want to input.
add a save button, when clicked it saves the data in the boxes to the sheet.

sub btnSave()
sheet1.activate
activecell.offset(0,0).value = txtName
activecell.offset(0,1).value = txtDate
activecell.offset(0,2).value = txtHomeVisit
'etc

'move to next row
activecell.offset(1,0).select

end sub

 

[Jennifer Van]

make a form, add the boxes you want to input.
add a save button, when clicked it saves the data in the boxes to the sheet.

sub btnSave()
sheet1.activate
activecell.offset(0,0).value = txtName
activecell.offset(0,1).value = txtDate
activecell.offset(0,2).value = txtHomeVisit
'etc

'move to next row
activecell.offset(1,0).select

end sub

Thanks for the quick answer - I have the "record" I want to use however it is in word and it is and ongoing record - everyday it is added to and across the top I have seven tick boxes showing what sort of communication was done on that day ie groups, case management, external support, phone calls, referrals, Life Style Assistance, Assessment - I tick each one that I did that day with written notes underneath. The I add to this for the next day and the next etc.

The tick box section I would like to be inputted automatically to an excel spreadsheet for data so that at the end of the month I can see how many groups were run, case management etc There will be around 5 people using the forms and I would want the tick box info going to the same sheet and continuously added.

Does that make sense and is that possible?
Many many thanks
Jen