I’d like to detail my problem and my proposed solution and request advice on my strategy for using Excel to solve this. Until now I have not had any meaningful experience with Excel.
My supervisor tasked me with creating a way to track travel requests and approvals securely and still allow support staff to input new requests.
The workflow will consist of two tasks:
1) input of travel request details, and
2) approval and notes.
Task 1 will be done by support staff; Task 2 will be done by the supervisors.
After thumbing through an Excel book (Excel 2003 Bible) I am thinking of doing this:
Two separately password protected workbooks, one for each task.
I have set up task 1 details as a list am thinking that I want to link this task info to the task 2 workbook for supervisors to approve and add notes.
My questions are:
Is the linking function the best (most simple, easiest, secure?) way to bring workbook1 info into workbook2, or is consolidation “better”?
Am I overlooking an easier way to link workflow in separate workbooks?
How exactly is a “link” between workbooks made?
Sorry for all the questions, it’s just that this is not inherently complex, it is merely complicated and I don’t know enough.
Thanks
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