Record Review Process

[kidkosmo]

Hi, Gang,

I'm hoping you can help me out with a concept question. I have a
database which collected employee information for several different
group within our department organization. I need to institute a
process in which each team lead needs to check off each of their
employees as reviewed each month and be able to run a report to know
which employee records have not been reviewed for the previous month.

I have two tables already: one for the employees (tblFTE) and one for
the review process (tblRev). I am using the EmpID as the parent-child
field between the tables. Where I am struggling is how to create the
form/populate the table for each month. For example, I have a subform
on frmFTE called frmRev (linked by EmpID). On frmRev, I also have a
yes/no for "Active", Review Month (in mmmm yyyy format), Review Date
(actual date of the review) and Reviewed By. I'm pretty much stuck
after that.

Oh, and I need to add some validation to prohibit them to mark the
record reviewed for the current month until after the 20th of that
month.

Any direction would be greatly appreciated.

 

[Tom van Stiphout]

On Thu, 1 Apr 2010 21:18:40 -0700 (PDT), kidkosmo

It appears you have a one-to-many between tblEmployees and tblReviews
(I'm taking liberty with your unnecessarily brief table names). To me
it seems you should have a M:M:
tblEmployees:
EmployeeID autonumber PK
EmployeeNumber text(10) required
FirstName
'etc.

tblReviews:
ReviewID autonumber PK
ReviewMonth datetime uniqueindex required

tblEmployeeReviews: (maybe this is your ReviewProcess)
EmployeeID longint PK
ReviewID longint PK
ReviewDate datetime required

And use the Relationships window to draw the relationships AND enforce
them.

Focus on correct database design before worrying about forms design.

-Tom.
Microsoft Access MVP

 

[Risse]

Hi, Gang,

I'm hoping you can help me out with a concept question. I have a
database which collected employee information for several different
group within our department organization. I need to institute a
process in which each team lead needs to check off each of their
employees as reviewed each month and be able to run a report to know
which employee records have not been reviewed for the previous month.

I have two tables already: one for the employees (tblFTE) and one for
the review process (tblRev). I am using the EmpID as the parent-child
field between the tables. Where I am struggling is how to create the
form/populate the table for each month. For example, I have a subform
on frmFTE called frmRev (linked by EmpID). On frmRev, I also have a
yes/no for "Active", Review Month (in mmmm yyyy format), Review Date
(actual date of the review) and Reviewed By. I'm pretty much stuck
after that.

Oh, and I need to add some validation to prohibit them to mark the
record reviewed for the current month until after the 20th of that
month.

Any direction would be greatly appreciated.