approval databases

swarv

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All,

I am trying to get an approval database to work. Basically if somebody fills in a form in the database it sends it to another person to approve. If they say yes then it fills in the database with a yes and also adds the amount of holiday they wanted to the users record. If they say no then it is just emailed back saying no. I have the form set up and it can email another user. I am stuck when the other user says yes they can have holiday.
Any ideas anybody?
Thanks
Swarv
 
When you say that person A completes a form, we are talking an Access form, not a paper form? If the former how are they making person B aware that the form has been completed? and is there, or could they be a time delay between Person A sending and Person B reading?

Ideally, Person A would complete the form and save the record with the status of "Waiting for Approval". Person B then brings up a form that contains records waiting for approval. Person B then approves a record at which point any monetary value is calculated and added to the record. If Person B denies approval he will have to have the facility to be able to delet ethe record.

David
 
ok your second paragraph sounds like a good idea. So person A sends the completed form to a waiting table and at the same time it emails Person B saying there is an approval to check. And the rest would be the same as your paragraph.
Sound about right?

I was trying to do it with sending meeting requests to people but that didn't seem to work.

can access (once approved) add those dates to an exchange calendar?

Thanks for this.
 
I cannot give you a defintive answer to that but most likely Yes. Plenty of other members interact with Outlook and as such will be able to give you guidance.

My thoughts were based upon LAE (Least Adminitrative Effort).

Person A can complete the basic information into a form regarding the holiday and mark it "Waiting for Apporval", once person B "Apporves" the holiday then Person A can complete the remainder of the details. This way the only time all the info is needed is when it has been agreed. However having said that you need to determine the percentage of approved against denied. If the approved is the heavier then it would be prudent to complete all the details.

David
 
the above sounds great, I'll just now try to program it all.

thanks for your help

cheers
 

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