Hi
I did this in General, but I think now that my needs are probably VBA.
I need some expert help and some hand-holding to get a form filed automatically (hopefully).
I have uploaded a diagram and an Excel workbook.
I'm helping an Admin to streamline a form that must be filled in daily at, say, 4/5 homes that provide care to patients that need care.
There are a number of employed carers that are rostered to work across all 4/5 homes.
There are a few patients (the Clients) in each home.
The form is a checklist to be completed every day (over 3 shifts) by the carers rostered to that shift.
I have created dropdown lists for the cells to be completed - I'm not sure if I have done these in the best way possible. I have protected the sheet and also hidden the un-needed columns and rows. The password for this is "password".
I would like a new (empty) form/template presented each day at each house's computer.
When a carer ends a shift he/she must check off the form. I would like the form to be automatically released in the TEMP area of the cloud with an appropriate file name (using the top line details).
A new empty form to now be on their computer.
(possibly a VBA code to save the workbook into an existing folder "house name", and the filename being the Client+Carer+Shift+Date)
Maybe the Carer would click a cell named SUBMIT and the workbook would be saved and the sheet cleared for the new shift.
These are my thoughts anyway.
The Admin will check the forms saved in the TEMP area and release the form finally into a permanent file area in SharePoint where the management can also access the files.
I don't know if Excel can handle this procedure or if I will have to try and use ACCESS.
Any help would be appreciated. I know some Excel but am by no means an expert.
At the present time a multi-column spreadsheet is emailed to the Admin as a PDF (so it can't be altered) who then has to check it and file it manually again into the cloud. I'm sure this can be done automatically from each home into the cloud - or at least, part of the process automated.
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