Okay, here goes: (Is this something I can do?)
My database tracks all of the files in my office. It stores basic info, like name, account number, addresses, case type, case history, etc. It also has a "tickler" system which gives each of the secretaries a list of files they should get to that day. There is a field for the tickler date, a field for the name of the secretary who gets the tickler, and a checkbox which gets check if the file is urgent and *needs* to be seen on that day. Once the file has been worked on, the secretary will change the date on the database for the next time she needs to see it.
Unfortunately, not all the files can be seen on that day, so I want to set it up so that the tickler date updates itself if it becomes out of date. Do I need to set up an update query? Can I get it to automatically run? And here's the kicker - is there some way it can put the updated ones on top of the list, because though they may not be urgent, they should still have some sort of priority. How do I do that? I don't know anything about writing code for Access, so if I have to do any of that, please show it to me like I'm in Kindergarten...
Also... I currently have all my information on one table... it didn't seem necessary to make a second table because everything was related... but should I be adding another table devoted to the ticklers? Would that make things easier in the long run, or would it not do much at all?
Thanks so much!!!
--Sara
My database tracks all of the files in my office. It stores basic info, like name, account number, addresses, case type, case history, etc. It also has a "tickler" system which gives each of the secretaries a list of files they should get to that day. There is a field for the tickler date, a field for the name of the secretary who gets the tickler, and a checkbox which gets check if the file is urgent and *needs* to be seen on that day. Once the file has been worked on, the secretary will change the date on the database for the next time she needs to see it.
Unfortunately, not all the files can be seen on that day, so I want to set it up so that the tickler date updates itself if it becomes out of date. Do I need to set up an update query? Can I get it to automatically run? And here's the kicker - is there some way it can put the updated ones on top of the list, because though they may not be urgent, they should still have some sort of priority. How do I do that? I don't know anything about writing code for Access, so if I have to do any of that, please show it to me like I'm in Kindergarten...
Also... I currently have all my information on one table... it didn't seem necessary to make a second table because everything was related... but should I be adding another table devoted to the ticklers? Would that make things easier in the long run, or would it not do much at all?
Thanks so much!!!
--Sara