how to build a construction submittal tracking database.. im doing all this in excel but i find it very hard to trace the data that i need.. i have a form where all the data is inputed.
View RepliesI'm having difficulty designing the structure of a datebase that will track product submittals. My submittal table has the following fields:tblSubmittals:Submittal_ID (Autonumber) (Primary)TypeContractor DescriptionStatusRevision#CommentsHere's my dilemma. If the submittal is approved, great. If it is not, it's status would be "waiting for re-submittal" or "waiting for more info" etc. It would be easy to create a query to identify open submittals (any that are not "approved"), but how would I update the submittal as "approved" without losing any of the revisions. For example, lets say on the 4th revision the submittal is finally approved. How would I save all 4 revisions and not show 1-3 as open? My thought is to add another field that is simply Open/Closed. As submittals 2-4 come in I would click on the latest revision, have another record automatically created. The proper revision number would be updated by 1 , the comments and status field would be blank, and the other info would be copied. Once the 4th submittal is approved, it would mark the other 3 revisions as "closed" but all other fields would remain unchanged.If that seems like a resonable approach, I need help making it happen (i.e. how to have the revision number update, how to have other fields copied, how to eventually mark all revisions closed).Please let me know if I need to provide the group with additional info. Thanks.
View 5 Replies View RelatedOur office needs a way to track reports that are due to us, so I'm trying to build an Access database to do that. What happens is this...
We put out a weekly tasking document (called an AFCTO) every Friday that tasks our outside agencies (units) to do various things. Each task in the AFCTO directs a single unit to do a specific thing. Units may be tasked multiple times in the AFCTO (one-to-many relationship), but each task only applies to one unit.
Some tasks require the units to send us reports on the status of that task, while other tasks don't. The reports that are due can occur at different frequencies. For instance, some tasks require our units to send us reports weekly on Thursdays; other tasks may require reports to be sent to us monthly on the 1st; other tasks may require daily reporting.
Now, with all that said, we need a way to see what's due to us each day. What I would like is a report that displays what's due for this week, similar to this:
So far I have a very rough mockup of what the form should look like (fmAFCTOTasks in the attached db):
The user can type in the AFCTO Task Number of the task, the start and end datetime group, the unit assigned to that task, the task desc, what type of report is due, what triggers the report, and the frequency at which the report is due. Reports can have one of two triggers...
1) event driven (something happens that requires a report to be due), or
2) date driven (report is due on certain date or day(s)).
Obviously if a report is event-driven, then there will be no frequency or date/day associated with it. How to structure the tables and the form.
I am looking to create something called a "transactional" database that tracks historical information.I want to track and keep a record of employees at my organization who have had disciplinary action. We currently have a 5 step approach leading to termination.Eg. Step 1: receive Letter #1 Step 2: receive letter #2 + manager meeting step 3: receive letter 3 + manager and director meeting, etc etc.
I believe this is transactional because for each employee, we would need to see when they received the letter in the past, and an employee may receive two or three "step 1 letter 1" notices due to whatever circumstance.I stumbled upon this database and I found the bottom part where you Add/Edit Employee is what I am looking to do...except I can't Design view or anything to see how all this cool stuff is done! The link is: access-programmers.co.uk/forums/showthread.php?t=154187
Essentially, I want to create a user friendly database like the link above where a clerk/admin assistant can open Access, search for an employee by name or department or manager, and then be prompted to add information such as Letter #2 delivered, manager meeting occured, employee signature, etc.
I am planning my new DB and am contemplating the best design. It will be used for warehouse stock rotation and control of pallets. I want to track each pallet (product/time in/time out etc) to each pallet space within the warehouse. There are a total of 400 pallet spaces or 'locations' as i will refer to them as.
Now, would it be possible for me to have a table set up for each location? Will access object to having 400 tables in my data base?? Is there a limit?
Is there a way to track changes made by different users to access tables? For instance if several users update or change data in various records is there a way to track when and what was changed (before and after data)?
View 1 Replies View RelatedI consider myself an intermediate ACCESS user and can get around it with little trouble with the help of the internet and the help file.
I am trying to design a database that is fairly simple in design, it is for tracking the status of documents at our work center. Basically we have personnel reports that are passed around the different people and different dates.
I have a main form that has the info on the person along with dates that it is due.
Then a sub form that has the date sent and where it went to.
My problem lies in that I want to keep track of the whole history of the document but when i print out a report or export the data to excel to put up in powerpoint I need to have just the most recent date sent only item.
I have 2 tables one with user info and another with the routing info with its own primary key along with a identifier key to link the primary and sub form.
Of course it is easy to create a report with the data to show all the different routing steps but not just the one with the most recent date.
Thanks in advance for the help.
I would like a field on my main switchboard that displays the last time the database was modified.
Simple question, and I can not find an answer anywhere.
Thanks!
Hi team.
I've had a bit of a search around the forums and haven't found this anywhere.
Does anyone have a sample issue tracking database for an IT department?
I don't have too much Access experience so am looking for a little bit of a headstart on this. It seems relatively basic though.
The fields I think I will be needing are the following:
Log No
Status
Priority
Type
Project
Raised by Person
Raised by Department
Description of Issue
Status
1 Active
2 On-Going
3 Hold
4 Finished
5 Cancelled
Priority
1 High
2 Medium
3 Low
Type
1 Bug
2 Enhancement
3 Other
Project
1 Lotus Notes
2 File Maker
3 Tumbleweed
4 Windows
5 Microsoft Word
6 Microsoft Excel
7 Microsoft Outlook
8 Adobe Acrobat
Raised by Department
1 Research & Development
2 Customer Service
3 Finance
4 Data Solutions
5 Communication Services
6 Production
7 Stores
8 Operations
9 Other
Would like to hear from anyone that has designed a database that can be used to track employee compensation on a year to year basis. I am current designing a database to do just that but I'm having a hard time deciding on how to setup the tables. What they use this for is yearly reviews so I need it to be able to pull data from prior years and the current year. I've designed one but don't think its going to work for me. Just interested to see if and how someone has done the same thing.
Thanks,
Chester
Hello,
I am trying to figure out how to setup my tables. The tracking system i am trying to create will have these information:
the Tables will contain these information
- Package number
- Received date
- Sent date
- How long have we had the package
- Status (Sent or Pending)
I will also need to figure out who received and sent the package
- Employee name
Please advise if I setup the tables correctly.
I will also need to query these info:
- all packages received 3 days ago
- how many packages an employee received and sent
- How many sent or pending
Thank you for your help.
I'm doing a database that tracks customer projects and orders.
The Header table contains all the Customer and Project details like customer name, contact details, project leader, etc.
A second table BOM contains the customer orders for a particular project.
I need a way to track changes or revisions to the BOM. It happens when a customer makes changes on their orders like quantities, etc.
Hello Everyone,
I've been looking at all the fine db samples and advice provided in this forum and they are giving me a huge boost in my new job as a DB Admin. :D
Since this forum has a very active group and you guys know and done it all, ;) I thought I would ask if anyone out there has done or could give me an idea on how to buid the following db:
I need to create a db that will keep track of a specific item from the moment it comes in 'til it goes back out. This could be weeks in the process.
What happens is that this is a program where people donate old worned out wheel chairs and they get totally overhauled. As the chairs come in they need to be tracked from start to finish to see where they came from (Somewhere in the USA), what process it took to overhaul it (ItemID and Current location [Storage, Repair BIN, Repair Table, Completed Tabe, Outbound Table, En Route to Destination, etc] and status [For parts, fixable, paint room, repair room, completed]) and where they were donated to, a city in some foreign country (Africa, Asia, Mexico, South America, Etc.).
If someone has something I can use would be great, but if not any idea on how to do it best, would be greatly appreciated.
Thanks!
René
just building my first database. Eventually I want to make it open to others/make changes as new research is done. Can I add change-tracking etc. later (perhaps once I know ANYTHING about code etc.). Basically - can I worry about that later, or--like structure etc.--does it have to be set up before I can enter any data to begin with?
(for the initial part in which I am the only one using the db I was planning on just having it stamp the date of the original entry)
I am developing a database for a friend and have all the relationships,
tables, forms, queries and reports working well. I used the orders template to
build this and just made a few changes. I have an orders form with an orders details
subform that works beautifully. There is also customers table, employee table,
products and inventory table. The inventory table has product ID, units in stock and reorder level
as the only fields. I need an easy way to have the orders detail form decrease inventory as
items are ordered and also some sort of way to enter restock. Can anyone offer advice that a
beginner can understand in regard to this?
I wrote an update query that he can run that will subtract the qty ordered from the units on stock
for orders with order date >= whatever date he enters, but if he enters a date he's previously updated it will update those records again. I think this is not a good way to go but the only way I could accomplish. I have him using the same order entry form with customer name Restock to add items to inventory by putting an if then else statement in the before mentioned update query. This just adds to inventory if customer name="Restock" else the qty ordered is inventory units in stock -qty ordered.
I'm sure someone can suggest a better way. A friend mentioned dsum function but can't explain how to apply it in this instance. Thanks so much!!!!
I am working on a project where I am creating a database that tracks open orders (old and new orders that still need to be billed but haven't been billed for one reason or another).
I have my "Master" table built and now I need to create 2 queries, one query retrieves the Top 20 orders based on value and that are older then 30 days and the second query is to retrieve the Top 100 orders based on the same criteria but the Top 100 query should not include the orders that appear in the Top 20 query.
My Top 20 query is below
SELECT TOP 20 MASTER.COMBO, MASTER.[Customer Name], MASTER.Status, MASTER.CCD, MASTER.Area, MASTER.[Order Type], MASTER.[Order Value], MASTER.AGE, MASTER.ANALYST, MASTER.COMMENTS
FROM MASTER
WHERE (((MASTER.AGE)>=30))
ORDER BY MASTER.[Order Value] DESC , MASTER.AGE;
I have tried multiple ways to do the Top 100 query and exclude what is returned in my Top 20 query but so far no success.
I am designing a shipping container tracking system for my work and would like to know what the best design is for this.
There are many excel sheets that provide data on the status of containers along the supply chain i.e. shipping schedule, data from the logistics supplier showing status at the wharf, data for movements on our site etc.
Each container has a unique identifier according to what stock it carries and also a container no. designated by the shipping line. I was planning on use the first one as a primary key.
My first instinct was to have a main table that contained all of the information, with queries that updated the fields from the other data sheets.
Hi,
I have a list of 500 PDA users, spread over 7 offices.
I want to keep an eye on what happens with the devices and their SIM-cards. As they are often swapped between offices and SIM-cards get lost.
I am pretty sure that I don't have to re-invent the wheel.
Do you have any idea of a free/shareware tracking tool for PDA's and cell phones ?
Thanks in advance !
I'm creating a Gym Database and need to be able to track attendance for specific classes. I need to have a system in place allowing me to do a register for attendance for each activity.
I also need to be able to calculate fees based on attendance. So if a person attended Gym 5 times in the month (ÂŁ5 per session) and then Swimming 3 times in the month (ÂŁ2 per session). My system should automatically calculate this based on the attendance tracking.
Also: In the booking stage, I need to have a field telling me how many spaces are left on each activity. Say for example I'm booking Person 99 in for Swimming and there is only 11 places left I need the field to display 11 places left. After that booking it should update saying 10 places left because Person 99 is booked in.
I am trying to track a yearly training in Access 2010 but am not quite sure how to accomplish it. The training originally was just a one-time thing, due within two weeks of a new hire's start date so I currently have it displayed as three fields in my employee table (Due Date [Calculated], Completed [Date/Time], Paid [Yes/No]). Now, employees will be required to complete this training every year (beginning January 1st, not from employee's start date) and I don't know how to accomplish the tracking it.
I need to keep each year's completion date and whether or not the employee was paid. Currently, the "Paid" field is linked to a query that populates a list of employees that have not completed the training. If the "Paid" Yes/No box is unchecked, the employee's name will be listed in the query; once I check the Yes/No box then the employee's name is removed.
What would be the easiest way to track this training for each year? There are several other training that I am tracking but are one-time only events; these too are separate fields in my Employee table.
I have been tasked at my work to create a database for tracking time off from work. I have built several databases in Access 2003 and have now transitioned to 2010 and it is seems to be going well. My past databases have been rather simple data in data out not really that big of a deal. However on this database they need a report that will show them a week view that shows them all the employees regular days off and any additional time off they have schedule in that week.
I have an employee info table that has employee basic info, Emp name, Emp number, Work Week code (which identifies which days off the employee has) Hire Dates (for seniority sorting) and then I have 7 fields listed as D1, D2, D3 and so on until D7 (I will try to explain these fields later).
I have another table (Time Requests) that has 3 fields, Date, Emp number, and Time code (which identifies why they are off work or unavailable to be assigned).
The last table I will refer to has 7 fields, they are Date1, Date 2 – Date7
I now have a form. This form has the 7, fields Date1, Date2 – Date7.
On my form Date1 field is updated by a manager with a date that is a Sunday then Date2 = [Date1]+1,
Date3 = [Date1]+2 and so on until I have all 7 fields showing date from Sunday – Saturday.
These fields are lined across the top in a vertical direction positioned above a subform of the employee info table. So directly below the 7 Date fields are the D1, D2, D3, D4, D5, D6, D7 fields then to the right is the Emp name and Emp number, This gives me a Week view of who is working.
I have been able to get the D1, D2….. fields to show their respective Work Week codes by writing very simple “If Then” statements . So here is where I AM STUCK…When I am showing this week view how do I get D1 –D7 to identify what date they are supposed to be in reference to Date1 – Date7 then compare themselves to the table “Time Requests” to see if they have a match and then set the value of D1, D2 …. to the “Time code” in that table. D1 – D7 need to auto populate and do this for about 50 employees.
Here is a screen shot of what I have so far and where I am stuck: [URL] ....
I have a database tracking a budget. It is like a cash boom. I have deposit and make payments. Supplier, invoice# etc. I would like my form to show a running balance of my deposits and expenditure.
View 3 Replies View RelatedI have been asked to create a access data base (using 2007) on tracking patients medical tests that then alerts you when it is overdue set against a scale:
Physical Test - age 20-39 - every 3 years - Male and Female
Physical Test - age 40-49 - every 2 years - Male and Female
Physical Test - age 50+ - every 1 years - Male and Female
PAP Test - 20+ - every 3 years - Female
There is about 10 of these tests like this and then tests specifically for Cancer type patients.
I figured out one way by creating a table with each column being a test but this didn't really work as I need to keep a record of each time they come in and the test is done and then it spits out the next reoccurring test from that date.
I then will need to make a report created from this that alerts on everybody who is overdue to not gotten any of the tests by category.
I then thought okay I will create a table that has the fields as ready something that this is better and to append the records to another form:
Illness - Pulling from tables of Illness
Test - Pulling from table of Tests
AgeGrp - multi-field, referenced from Table of Patients
Gender - Multi-field, pulling from the Table of Patients
Frequency - pulling from table of frequencies with amount of days to calculate
I did this and now I can't figure out anything past this point and how to link all this data up so the right information pops out.
Or is there a better way of going about this.
I 'm trying to create a database for tracking time off from work and print a weekly roster. I have built several databases in Access 2003 and have now transitioned to 2010 and it is seems to be going well. My past databases have been rather simple data in data out not really that big of a deal. However on this database they need a report that will show them a week view that shows them all the employees regular days off and any additional time off they have schedule in that week.
I have an employee info table that has employee basic info, Emp name, Emp number, Work Week code (which identifies which days off the employee has) Hire Dates (for seniority sorting) and then I have 7 fields listed as D1, D2, D3 and so on until D7 (I will try to explain these fields later).
I have another table (Time Requests) that has 3 fields, Date, Emp number, and Time code (which identifies why they are off work or unavailable to be assigned).
The last table I will refer to has 7 fields, they are Date1, Date2, Date3, Date4, Date,5 Date6, Date7
I now have a form. This form has the 7, fields Date1, Date2.... Date7.
On my form Date1 field is updated by a manager with a date that is a Sunday then Date2 = [Date1]+1,Date3 = [Date1]+2 and so on until I have all 7 fields showing dates from Sunday - Saturday.These fields are lined across the top in a vertical direction positioned above a subform of the employee info table. So directly below the 7 Date fields are the D1, D2, D3, D4, D5, D6, D7 fields then to the right is the Emp name and Emp number, This gives me a Week view of who is working.
I have been able to get the D1, D2.. fields to show their respective Work Week codes by writing very simple If Then statements . So here is where I AM STUCK, When I am showing this week view how do I get D1 - D7 to identify what date they are supposed to be in reference to Date1 - Date7 then compare themselves to the table Time Requests to see if they have a match and then set the value of D1, D2 . to the Time code in that table. D1 - D7 need to auto populate and do this for about 50 employees.
I have visitors who come in from one to several days at a time through different times of the year. Usually someone visits each day. Currently I use Excel to track visitors but I often keep typing and retyping the same persons over and over.
I would like to create a database of these people but I'm stuck with how to enter and retrieve the information on a daily basis. Should I create a table with many date fields (up to several); or just two; one FROM and one TO and try to draw the information out through a query? If so, how would one ask ACCESS with a query to PRINT TODAYS LIST and another VIEW TODAYS LIST (of visitors) with a button on a form (I know how to create buttons).
I am developing a claim tracking database that tracks dates of events that occur in the course of processing a claim; such as, Loss Date, Report Date, Estimate Date, Payment Date, etc.
I currently have the following tables set up:
tblClaim
ClaimID
ClaimNumber
tblEvents
EventID
EventName
tblClaimEvents
ClaimEventID
fkClaimID
fkEventID
EventDate
With this table structure there is a many-to-many relationship between Claims and Events, but, there will only be one of each event per claim. Is there a better way to set up the tables to enforce a 1-to-1 relationship?
I was planning on creating a form for the Claim table with a subform for the Events joined on ClaimID and fkClaimID, but that would allow users to create more than one set of Events per claim, if that makes sense.