Table Design
Access 97
Greetings. Apologizing in advance for the lengthy post. Looking for clues on the best method to capture data for a management report. I have to capture and report on several categories pertaining to Performance, Leave and Discipline. I'm currently using Excel, but it's clunky.
There are a total of 26 Organizations, which is broken out as 9 Divisions with 17 Branches. Most of the Orgs and Branches are listed in the format in the example below:
ORG - IIEB
Branch - IIEBA, IIEBB, IIEBC
Branches provide their data, which is totaled and only shown at the Division level. Thus in the above example, IIEB-BA-BB-BC would input their data (current month) and it would be totaled and displayed as IIEB. Year to date would also be displayed.
Not all Division Organizations have Branches beneath them, and exist at the Div Org level only:
IAE, IIE, ISE, IXE
Data is collected in 7 categories:
1. Performance Management
2. Leave Management
3. Conduct Issues - Verbal Warning
4. Conduct Issues - Letter Warning
5. Conduct Issues - Written Reprimand
6. Conduct Issues - Suspension
7. Conduct Issues - Adverse Action
Performance Management has the following categories:
1. Standards Signed
2. IDPs Signed
3. Quarterlies Conducted
4. Performance Ratings Completed
5. Awards approved
6. Monetary
7. Non-Monetary
8. Time-Off
9. Performance Counseling
10. Informal PIP
11. Formal PIP
Leave Management has the following categories:
1. Advanced Sick Leave Requests
2. FMLA Requests
Conduct Issues all have the same categories:
1. Unauthorized Absense (less than a day)
2. Unauthorized Absense (one or more days)
3. Misrepresentation of T&A
4. Rude and discourteous conduct
5. Fighting
6. Insubordination
7. Use or possession of alcohol or illegal drugs
8. Sexual Harassment
9. Suspected Leave Abuse
10. Travel Card Debt
11. Other
I have to report on data each month, current month (end of month) and year to date.
I'm guessing that I'll need at least two tables, one for the Organizations & Supervisors, and at least one for the data I need to capture. Or, should I create a table for each category?
Suggestions on how to proceed will be appreciated.
I can provide an Excel example for any who need to see what I'm trying to do.
Thanks much,
Bob in Indy
Access 97
Greetings. Apologizing in advance for the lengthy post. Looking for clues on the best method to capture data for a management report. I have to capture and report on several categories pertaining to Performance, Leave and Discipline. I'm currently using Excel, but it's clunky.
There are a total of 26 Organizations, which is broken out as 9 Divisions with 17 Branches. Most of the Orgs and Branches are listed in the format in the example below:
ORG - IIEB
Branch - IIEBA, IIEBB, IIEBC
Branches provide their data, which is totaled and only shown at the Division level. Thus in the above example, IIEB-BA-BB-BC would input their data (current month) and it would be totaled and displayed as IIEB. Year to date would also be displayed.
Not all Division Organizations have Branches beneath them, and exist at the Div Org level only:
IAE, IIE, ISE, IXE
Data is collected in 7 categories:
1. Performance Management
2. Leave Management
3. Conduct Issues - Verbal Warning
4. Conduct Issues - Letter Warning
5. Conduct Issues - Written Reprimand
6. Conduct Issues - Suspension
7. Conduct Issues - Adverse Action
Performance Management has the following categories:
1. Standards Signed
2. IDPs Signed
3. Quarterlies Conducted
4. Performance Ratings Completed
5. Awards approved
6. Monetary
7. Non-Monetary
8. Time-Off
9. Performance Counseling
10. Informal PIP
11. Formal PIP
Leave Management has the following categories:
1. Advanced Sick Leave Requests
2. FMLA Requests
Conduct Issues all have the same categories:
1. Unauthorized Absense (less than a day)
2. Unauthorized Absense (one or more days)
3. Misrepresentation of T&A
4. Rude and discourteous conduct
5. Fighting
6. Insubordination
7. Use or possession of alcohol or illegal drugs
8. Sexual Harassment
9. Suspected Leave Abuse
10. Travel Card Debt
11. Other
I have to report on data each month, current month (end of month) and year to date.
I'm guessing that I'll need at least two tables, one for the Organizations & Supervisors, and at least one for the data I need to capture. Or, should I create a table for each category?
Suggestions on how to proceed will be appreciated.
I can provide an Excel example for any who need to see what I'm trying to do.
Thanks much,
Bob in Indy