I am very new to access and I am still trying to work out if it is what is right for what I think I need. I apologise if this rambles - I have just spent the last 8 hours updating files.
Background: My role is administration of stairlifts and hoists for a LAHSCP. We use CES360 but it is not what we need for the admin of these items due to how fast they go out and come back. It also does not allow data to be exported in any useful useable way!
We have 2 companies that do the Install, service and removals. One of which uses a system called Maximus(I think that right). They need us to send them data in an excel table, laid out a specific way so that it uploads correctly.
Because of this we have 11 spreadsheets for the products! We have to track what we install, when a product is serviced and then when it is removed.
I am trying to think about how this would be constructed.
I see it as our clients as one group - that keeps a history of the equipment that they have had.
Then the equipment as another group, and each piece of equipment has its own profile that tracks service history and also tracks a user history.
Right now we have a spreadsheet for what was installed each month that gets sent to the service company, one that tracks who has what-its last service and next service date, one that historically tracks what was removed and when and a monthly one that lists the removals that we sent to the service company.
I would have to be able to pull the required information, in the required format of the servicing company, in excel format from the database.
I want to have one database where I record everything but I can just have different views that pull different data to meet the requirements of the spreadsheets the other company wants.
My brain is rather stuck here. I have watched the guide on transferring info from an excel but I am just struggling to see what would be the relationships.
Years ago (2007-2014) The company I was at used a database in Sharepoint that recorded ALL the info on orders but we could change the view to show the data in different views that each section needed. I am not sure if this is something linked into Access now - as its all advanced so much since I used it.
Background: My role is administration of stairlifts and hoists for a LAHSCP. We use CES360 but it is not what we need for the admin of these items due to how fast they go out and come back. It also does not allow data to be exported in any useful useable way!
We have 2 companies that do the Install, service and removals. One of which uses a system called Maximus(I think that right). They need us to send them data in an excel table, laid out a specific way so that it uploads correctly.
Because of this we have 11 spreadsheets for the products! We have to track what we install, when a product is serviced and then when it is removed.
I am trying to think about how this would be constructed.
I see it as our clients as one group - that keeps a history of the equipment that they have had.
Then the equipment as another group, and each piece of equipment has its own profile that tracks service history and also tracks a user history.
Right now we have a spreadsheet for what was installed each month that gets sent to the service company, one that tracks who has what-its last service and next service date, one that historically tracks what was removed and when and a monthly one that lists the removals that we sent to the service company.
I would have to be able to pull the required information, in the required format of the servicing company, in excel format from the database.
I want to have one database where I record everything but I can just have different views that pull different data to meet the requirements of the spreadsheets the other company wants.
My brain is rather stuck here. I have watched the guide on transferring info from an excel but I am just struggling to see what would be the relationships.
Years ago (2007-2014) The company I was at used a database in Sharepoint that recorded ALL the info on orders but we could change the view to show the data in different views that each section needed. I am not sure if this is something linked into Access now - as its all advanced so much since I used it.