Access Database

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Houser

I need to create an access database to track action items assigned to team
members. I'm using Access 2003. The fields I need to include are:

1) action item #
2) Date assigned
3) source of the action item
4) Description of the action item
5) Assigned to
6) Date due
7) Date closed
8) Status
9) Days late
10) Comments / Status
 
I need to create an access database to track action items assigned to team
members. I'm using Access 2003. The fields I need to include are:

1) action item #
2) Date assigned
3) source of the action item
4) Description of the action item
5) Assigned to
6) Date due
7) Date closed
8) Status
9) Days late
10) Comments / Status
Click to expand...

Ok. What would you like the volunteers here to do?

All I can suggest is that the "Days Late" field should be calculated on demand
rather than be stored in your table, and that you need a table of team
members.
 
Hi John,

What I would like the volunteers here to do is maybe offer up a suggestion
on how to go about creating a database. I have no clue how to use Access and
have been asked to come up with a better way to track action items other than
using an Excel spreadsheet. I was hopeful that someone may be able to point
me to a template or something.
 
Hi John,

What I would like the volunteers here to do is maybe offer up a suggestion
on how to go about creating a database. I have no clue how to use Access and
have been asked to come up with a better way to track action items other than
using an Excel spreadsheet. I was hopeful that someone may be able to point
me to a template or something.
Click to expand...

Well, probably not a template for your very specific project file, but here's
some tutorials and other references. I'd suggest starting with Crystal's
tutorial. Note that Access is indeed complex and has a steeper learning curve
that Excel or Word or the like:

Jeff Conrad's resources page:
http://www.accessmvp.com/JConrad/accessjunkie/resources.html

The Access Web resources page:
http://www.mvps.org/access/resources/index.html

A free tutorial written by Crystal (MS Access MVP):
http://allenbrowne.com/casu-22.html

MVP Allen Browne's tutorials:
http://allenbrowne.com/links.html#Tutorials
 
I need to create an access database to track action items assigned to team
members. I'm using Access 2003. The fields I need to include are:

1) action item #
2) Date assigned
3) source of the action item
4) Description of the action item
5) Assigned to
6) Date due
7) Date closed
8) Status
9) Days late
10) Comments / Status
Click to expand...

I'd suggest you do a http://groups.google.com search for Steve Santus before
you commit to having him do your work.

This should be fairly easy. Your table design is the first step; I'd see the
following tables. I'm assuming that one action item will be assigned to one
and only one team member, but that a team member may have multiple items
assigned; you can do a many to many (each item can be assigned to multiple
people, each of whom will have multiple items) with another table and a bit
more work on your forms.

Members
MemberID <perhaps an existing EmployeeID, or maybe an autonumber, Primary
Key>
LastName
FirstName
<other biographical data as needed or appropriate>

Statuses
Status <Text, Primary Key, e.g. Started, In Progress, On Hold, Complete>

ActionItems
ItemID <Number or Autonumber primary key>
Description <Text or Memo>
MemberID <Link to Members, Long Integer if that's an Autonumber>
DueDate <Date/Time>
DateClosed <Date/Time>
Status <Text, same size as Statuses.Text>
Comments <Text or Memo>

Use a Form based on ActionItems for data entry; base a combo box on Members,
displaying the name but storing the ID, by using a row source query like

SELECT MemberID, LastName & ", " & FirstName AS MemberName ORDER BY LastName,
FirstName;

and another combo for Status, based on Statuses.

Put a textbox on the form labeled Days Late with a control source

=IIF(DueDate > DateClosed, Null, DateDiff("d", DueDate, NZ(DateClosed,
Date()))

and maybe another labeled Days Left:

=DateDiff("d", Date(), DateClosed)
 
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