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Best method for form distribution and data collection

 
 
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      23rd Jul 2007
Using Office 2003 and Windows XP.

We use three basic forms that are used to collect user information from
other departments. One form may be completed electronically, but must be
printed and submitted with by hard copy. The other two may be completed and
submitted electronically and are also controlled with a unique number (could
be electronically generated). The data collected is a mix of numbers and
text; mostly financial in nature.

Users need ability to print and save a copy of their completed forms
locally. The contents of some forms are reused by users in which only the
dates change; so the users need to be able to import a previously completed
form - into a current blank and then the control number would update.

All three forms are processed centrally. Does anyone have any suggestions on
how best to approach this? I am pretty good with MS-Access, but my forte is
MS-Excel. Many users prefer MS-Excel. It is difficult to explain all the
dynamics involved in this short space, but I am hoping a few good suggestions
may be contributed for ideas.

My gut tells me to distribute a shortcut to an Excel template (xlt) that is
coded as necessary. MS-Access could be used for some of the data collection.
Any ideas? Comments? I can clarify anything about this if more info is
needed...

Thanks much in advance for your assistance/suggestions/comments.
 
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