Access 2003 : I Need A Hand Before Getting Started

May 18, 2007

Hi all,


I need a hand from your side with the following.
The attached Excel workbook needs to be transformed into an Access 2003 database.
It is a list of clients’cases represented by lawfirms and the amount of money that is involved.
The case comes in under the ‘Aufstellung’ worksheet and can progress to a Claim or 2 different other Requests.
Purpose of the database :
1.Fast entry of new cases
2.Easy look up of existing cases
3.Conform updating of existing cases (warning when a certain case number already exists)
4.Easy report running
5.Keep the entire history of updates, changes, deletions and processing to a Claim
Tables :
1.Aufstellung
2.Claim Request
3.MB Request
4.MFA Request
-Question 1 : In the tables you will see that several different appointment dates and hours for one case are listed in 1 cell. In order to keep the history of updates do I need to create a separate Appointments table ? How would I structure this then ? The unique identifier is the Case Number. But 5 columns (Columns E, F, G, H and K) are ellegible to be treated this way. Do I need to create 5 separate Appointments tables ? And how do link them ?
-Question 2 : In order to split all the packed Appointments information in one cell I need to transfer the column to Word, replace the manual break by e.g. *, re-import the table in Excel and do text to columns ? So that each Case Number gets a number of columns accordingly to the number lines in the original cell ?
Queries :
1.List all Failed cases per form
2.List all Open cases per form
3.List all Filed cases per form
4.List all New Date set by Authorities per form
5.List all No results per form
6.List all ABC per form

Forms :
1.Aufstellung
2.Claim Request
3.MB Request
4.MFA Request
-Question 1 : How do I set up a check box in the Aufstellung form which, by checking off, will transfer the current record to the Claim Request form ?
-Question 2 : How can I make a field to be a lookup field ? e.g. When typing a name, it will give a drop down list of existing names of the table and the possibility to type a new name which will be stored in the table ?
-Question 3 : How do I make a pop-up warning message in the Austellung form when a certain case number exists already in the database ? And how do I block the case number field for duplicate entries ?
Reports :
1.Aufstellung complete table
2.Claim request complete table
3.MB request complete table
4.MFA request complete table
5.List all Failed cases per Form and include count of Failed cases plus sum of the Main demand in Euro
6.List all Open cases per Form and include count of Failed cases plus sum of the Main demand in Euro
7.List all Filed cases per Form and include count of Failed cases plus sum of the Main demand in Euro
8.List all New Date set by Authorities per Form and include count of Failed cases plus sum of the Main demand in Euro
9.List all No results per Form (empties) and include count of Failed cases plus sum of the Main demand in Euro
10.List all ABC per Form and include count of Failed cases plus sum of the Main demand in Euro
-Question 1 : How do I include a count of the records into the report ?
-Question 2 : How do I include a sum of the Main demand in Euro into the report ?

Switchboard :
1.Make a new entry or update an existing one
a.Aufstellung
b.Claim request
c.MB Request
d.MFA request
2.Search
a.Case Number
b.Applicant’s Name
c.Date
d.Court record Number
3.Reports
a.Failed case
b.Open cases
c.Filed cases
d.New date set by Authorities cases
e.ABC cases
4.History
a.Export history table to Excel through e-mail
b.Who updated the record and when ?
-Question 1 : Do I need to create a switchboard at the very beginning of my database ?
-Question 2 : A switchboard can only contain 8 buttons, how do I create a sub switchboard ?
-Question 3 : How do I set up the user access tracking – who updated what when ?

Thanks in advance !

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