Hi All,
This is my first ever experience in a forum. Having read the rules, I ask for advance apology if I am posting in a wrong place.
I feel to explain a bit how we work so it helps to understand my requirement. I have also attached a sample workbook.
I work in a company where team leaders plan the quarterly site visits. There are mainly three types of visits as shown in the workbook. Field staff get to see the plan for each month and update their work on it as and when they can during a month. All the staff have their own machines/laptops with unique login IDs on our intranet and each machine has a unique asset no.
Team leaders plan the quarterly visits as in sheet ‘Planning’ under three main types. I want this sheet to generate 12 sheets (or 3 for each quarter), one for each month with details of only planned sites. I have shown only 25 sites here whereas the actual numbers are much more, so the need for omitting non-planned sites is quite important.
Now the field staff update these monthly sheets (like the one att, i.e ‘Apr’). I have included a column for names for staff to input their names against each completed visit. I think the login IDs or machine no could help in omitting this column and excel should automatically include the person’s name based on their ID/Machine no. But, if this is not possible-its not a problem.
I want the monthly sheets to update already existing sheet – ‘Work record’ based on the details updated by the field staff for only completed visits.
Last sheet, ‘To be carried forward’ needs to catch all the visits marked as ‘ carried forward’ by staff in the monthly sheets (‘Apr’ in this case) and add this to next quarter’s plan in ‘Planning’.
If you think the layout of the sheets needs a bit of modification, please do so, as long as it contains the basic info as I have included.
Finally my sincere thanks to all those who will help me out of this problem.
Ciao
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