General :: Tracking Recurring (Yearly) Training - Table?
Feb 24, 2014
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.
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Sep 1, 2006
Does anyone have a sample training tracking system / database they'd be willing to share?
Or, barring that, can someone point me in the direction of where I might find one?
Thanks in advance! Looking forward to it!
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Sep 12, 2006
Does anyone have a sample training tracking system / database they'd be willing to share?
Or, barring that, can someone point me in the direction of where I might find one?
Bee replied once, suggesting I look in the Samples Databases section of this forum, but I could not find anything even remotely related there.
All replies are gretly appreciated!!
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Jan 4, 2007
I have a DB I'm using to track training for assigned people. Right now the training gets put in the DB at the end of the day by going through each persons record and adding the training that they did for the day. As you can see when training 30+ people a day, putting this in the system can take awhile. I'm trying to find a way to do a mass input to cut down time and could use some help with this.
My tbls are as such,
1st Table:EMPLOYEEtbl
EmployeeID
EmployeeName
(Other information)
2nd Table:CLASStbl
className
classID
3rd Table:CompleteClasstbl
EmployeeID
classID
DateTaken
What I like to do at the end of the is select the ClassID/DateTaken items once and then type in a just the 30+ list of employeeID's click a button and append it to the my 3rd table. Of course writing it out like this makes me think it should be easy but for some reason I'm lost. Does anybody have any suggestions?
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Aug 18, 2006
I am tracking training for employees. I have a database that keeps track of the dates a particular training was taken. Employee training is ongoing from year to year. I have an Employee Training with a subform showing only the specific employee's training. I need a help with a few things. I need to keep track of training by the year. If I enter 2006 dates it will show in one line, if 2007 dates, another, all the way across the list of training classes for an employee. I also only want to limit a person enter more than one date for a particular class for a calendar year...Are these things possible. I have attached the database. Please help, make changes and suggestions. Thank you so much in advance.:eek:
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Sep 16, 2006
Hi
I have a query that tracks employee training that is incomplete. The query grid includes a yes/no fieldsthat show if it is completed, so I put criteria to say no, so if the course is not done, it will show up, But it also has to show if the training was already completed but expired, So i created an expired field in the query grid which calculated the expiry date. To show if training is expired, I put in an OR condition, training complete =yes, and expiry date <=now. It does show the correct results.
My problem is, if someone completes one of the expired courses, and the data is entered with a new expiry date (calculated) I want the previous courses (the expired one) to be removed from the view of the query. Right now it still shows because of the criteria.
What can I add to the criteria for the expired training to make it dynamic, based on the data entered into the table, or do I have to put a new or condition in.
any help would be appreciated
Marlie
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Jun 14, 2013
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.
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Sep 10, 2012
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?
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Jul 8, 2012
I need to design a simple clinical database that will allow me to collect and display recurring data. Example. Every year a patient comes into clinic for follow-up. They complete a fixed data set questionnaire, their vital statistics are recorded and any new clinical results recorded. I have created all the tables/Forms but i don't know how to automatically add a new event that repeats the same data. So far i have 5 excessive years worth of follow-up data. Sadly, I have had to make massive tables by copying the identical data with either a 1,2,3,,, to signify a different year.
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Nov 8, 2014
I am starting out creating a training database to track training needs and expiring training etc.I'm just looking for some tips as to how to structure the tables and relationships..I have an employee table, department table and training type table.However im wondering how i can set up requirments and then match these to check if the person is trained up to date on all required skills?
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Aug 20, 2013
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)
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Jul 9, 2014
Our 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.
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Aug 19, 2013
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.
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Jan 1, 2013
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.
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Dec 10, 2013
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] ....
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May 6, 2015
I have a training matrix that lists employee names and certifications on various operations. The objective is to choose an operation and run a query to display everyone who is certified on that op. There are additional variables.
Code:
Name EMP ID OP1 OP2 OP3 OP4 OP5
-----------------------------------------------------------------------------
John Doe 526261 C C C
Bob Doe 555622 C C C
Sheila Doe 066600 C C C
Okay that looks about right for the data itself. The listbox has all the ops, you choose an op and hit a button and it goes and finds everyone who has a 'C' in that op column and pulls their record.
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Apr 8, 2015
I 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.
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Aug 12, 2012
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).
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Nov 4, 2013
I have my database and my form all created and working. Reports and everything are in place. But we need to have a record of what changes have been made. Essentially what I want to make is a table that is essentially a log of all the changes that have occurred.
What I have is essentially a time clock database. So when someone enters our facility the guard will check them in and out. What I want is a list of all the ins and out for a day. So it will be a running list. Then I will create a query to return results for a report. But where I am having problems is creating a table that will house this data. So out of my main table I want a child table that will have certain data fromt he parent table. Mainly the time in and out along with the name of the person. There will be multiple repeat data entries in this table and I am ok with that.
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Mar 21, 2007
i am making a db for a gym. the members pay yearly and the fact that they have paid is shown by a tick box in the members table. i therefore want to reset these boxes to 'No' at the beginning of each year. anyone got any way that this could be done.
thanks
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Mar 29, 2007
Here what I want to do. I want to use the autonumber facility which will restart by itself yearly in the following way.
1/2004
2/2004
3/2004
4/2004
.
.
1/2005
2/2005
3/2005
4/2005
Can you help me on this please?
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Sep 10, 2007
Hello,
I'm having a hard time trying to figure out how I should go about designing the table structure for the hours tracking for the database I'm working on. Basically, I have a table with projects (tblProj) that I need to track the number of labor hours worked per month. The problem lies in the fact that each project could have varying time periods, anywhere from less than a year to more than a year and can start and end at any time of the year.
I was thinking of creating a second table (tblProjHours) to store the hours for the project but I'm not sure what the most efficient way of doing this would be. My idea was to create a table as follows:
tblProjHours
ProjHoursID (pk)
ProjID (fk)
BeginDate
EndDate
Month1
Month2
Month3, etc....
I would create a large number of fields/columns, something like Month1 to Month36 just to make sure I have enough months to enter in the hours. This is of course inefficient since some projects would be way shorter than the maximum allowed months set by the table structure and there is always the possibility of surpassing the maximum allowed months based on the table structure. I was wondering if someone had any better ideas on how I should pursue the design. Thanks in advance!
TheMach
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Jan 29, 2008
I'm currently attempting to setup a small database to track a few things for the company I work for, namely attendance. Currently they use an excel spreadsheet that covers the current year. This worked great for them when they were still a small company, but with the number of employees shooting from 50'ish to a couple hundred the spreadsheet is just not a viable option any more.
What I need is suggestions on the best way(s) to go about implementing this.
First, I need to do a 1 year look back, on a montly level is fine. So from January 2008 back to January 2007 will work fine. What i have currently setup is a form with 12 of the basic Calender controls built into access 2003. Unfortunatley these wont quite work.
Basic layout of my database so far will be an employees info table, a lookup table for Attendance codes and their infraction values and an attendance (or I suppose more technically an absence) table. I would like to have a form that displays a calendar view for the last 12 months, that will allow me to view / update any absences for an employee. I would also like a way to insert company holidays / shutdowns in to the attendance table in a way that marks it on any employees calendar as a scheduled day off. I assumed i could do this with a simple "all" employee along with the dates and have the calendar search for entries with the Employee ID as well as the All flag and mark those on the calendar.
I think if i can just get the calendar setup covered I can figure out the rest of the data aspects, I'm just stuck on finding a decent way to implement the Calendar Aspect.
Thanks in advance!
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Apr 4, 2007
Got a little system going whereby when a job is created it will display the date that the job is next due by.
I'm trying to work out how to create a qry that will display all due dates & not just the next one.
Here is how it should work.
If a job is created on the 1st of April 2007 & the type of job is MONTHLY then I want it to list the rest of the monthly orders that are planned for the year.
Here are the different PPM types that I'm using to calculate with
8784= Yearly
43848= 5 Yearly
2208= 3 Monthly
744= Monthly
168= Weekly
Has anyone done anything similar cause I can't see how it can be done?
This is what I'm using to create the next date due
NextDue: DateAdd("h",DLookUp("[PPMNextDue]","[tblPPMType]","[tblPPMType]![PPMID]=" & [PPMID]),[DateReported])
Here is my qry that the above code is in.
SELECT tblPPMType.PPMID, tblBuildings.PropertyName, tblPPMType.PPMType, tblTasks.DateReported, tblPPMType.PPMNextDue, DateAdd("h",DLookUp("[PPMNextDue]","[tblPPMType]","[tblPPMType]![PPMID]=" & [PPMID]),[DateReported]) AS NextDue, tblContracts.ConDescription
FROM tblContracts INNER JOIN (tblBuildings INNER JOIN (tblPPMType INNER JOIN tblTasks ON tblPPMType.PPMType = tblTasks.JobDetails) ON tblBuildings.ProID = tblTasks.BuildingID) ON tblContracts.ContID = tblTasks.ContractNo
ORDER BY tblPPMType.PPMType;
This is the result.
DateReported---------PPMNextDue--------NextDue
14/03/2007 14:35:34----8784----14/03/2008 14:35:34
15/03/2007 15:08:00----8784----15/03/2008 15:08:00
15/03/2007 10:07:11----8784----15/03/2008 10:07:11
14/03/2007 14:52:56----2208----14/06/2007 14:52:56
15/03/2007 15:10:21----2208----15/06/2007 15:10:21
15/03/2007 10:19:35----43848----15/03/2012 10:19:35
14/03/2007 14:54:13----43848----14/03/2012 14:54:13
14/03/2007 14:55:15----4416----14/09/2007 14:55:15
15/03/2007 22:36:27----744----15/04/2007 22:36:27
14/03/2007 14:56:30----744----14/04/2007 14:56:30
15/03/2007 20:34:27----744----15/04/2007 20:34:27
18/03/2007 22:38:41----744----18/04/2007 22:38:41
15/03/2007 13:39:02----744----15/04/2007 13:39:02
15/03/2007 10:58:55----168----22/03/2007 10:58:55
14/03/2007 14:59:21----168----21/03/2007 14:59:21
Any suggestions will be welcomed
thanks :)
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Aug 17, 2015
I made a report that show a list of data where there is a date. It sorts the report by year then by month.I collects the information about the date from a field in a table where the whole date is inserted (example28.12.2014. (date/month/year)).What I want is to make a combobox or a listbox where you would chose a year you want it to show you the report for and a button that would open the report.So to make it clear in a form you would have a combobox where years would be displayed (and i would like the combobox to somehow know what years are inserted in the table), you select the year and click on the button that would open the report for that year.
The report name is "rptClients". The table from where the data for report is taken is "tblCustomers" and the field where the date is in the table is called "DateOfUse".Also in the report the date is in a field called "DateOfUse" also.
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Mar 12, 2006
hi everybody,
great resource you have here! my employer is tracking around 250 pieces of data for each client at our facility. i am making a new access system based on their existing mysql database and web front end. before i start messing around with forms and reports, i want to see how well this existing structure will work in access, and what kind of approach i should take. i am a newbie with access, but lots of experience with asp/mssql/php/mysql. making web forms is so time consuming that i figured i would be best off moving the whole thing to access and starting from scratch.
client information is stored in eight tables. each table has around 30 fields in it. the first table has a primary key autonumber, and the other seven tables have foreign keys with unique constraints that point back to the first table. that is, for each client record in the first table, there can only be exactly one corresponding record in the other tables.
i did some data massaging, and got the eight client tables into one big table, but the resultant table has almost 250 fields in it, and access doesn't seem to like working with tables that big. so i am thinking that it is best to leave the eight tables separate, but linked in one to one relationships.
i was kind of ideally visualizing a form with eight tabs so that i could edit/update all of the information from the eight tables rather seamlessly.
my question is: what approach to table structure will best suit my needs, and what approach should i take to add/update/delete the info with forms? will i need to do vb for this? any good one-to-one example databases anybody could point me at?
thanks a million,
harry doyle
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