petercoleman

Its late now so its hard to concentrate. Thank you again for your effort. I suppose I really need to get several bits of info from the file. The goals are: 1. To see that all staff have taken all the exams they are supposed to 2. To make sure that that any exams that need to be renewed are flagged to be taken again. 3. To be able to enter new and updated exams. This is for a health care centre and, for example, Nurses are required to undertake various exams and tests. The manager for a section of the centre should be able to look at the card for one staff member and see what they, should do, what they have done and is it all in date. I visual a simple card layout with a 4 tabs showing a portal in each with "Required", "Not Done", "Completed" and "Overdue". Maybe my initial structure is wrong. Reports are easy and maybe I need to generate those instead. The portals are easy and the only thing that I can't work out I show to show what is required, but they have not done. You previous file looked perfect, but did work with roles done by multiple staff. Forgive me for my rant but I will look at the new file in the morning. Again, thanks for your time.

The report is easy because I can use sub-summaries. For the GUI, I want to be able to look at a list of all the exams a person should do, and see what is current. I have attached your file with the problem. Bob has done an exam 3 times, but I want to see that it is not overdue. Only the first date will appear in the portal. and thanks again.. Edit: I thought it was there but I have a problem with the file you posted. Each role is not unique, and if it enter an exam for one person, everyone in that role is also marked as having done the exam. damm StaffTraining.fp7.zip

Thanks for the quick reply! That was the effect I was looking for but your suggestion of a portal filter maybe more ideal. The final product should allow a manager to see what exams his staff have taken. Some exams are one offs, while other are taken annually or some other time period. They need to generate a report that shows which staff are up to date on which exams. I think I can play with what you have done and get it happening, but any better ways to achieve the goal would be great. One issue you may be able to do better than me is creating a portal with completed and current ie "in date" exams. My method is a script to find staff and exam, then sort by descending date to give me the latest exam, then flag a field in the first record. A portal filter on this flag gives me the result. I prefer to use calculations for "calculations" like this. This method is a little bit clunky for me. Thanks again.

I am working on a database to track training of staff. I have one table of all staff and their roles. I have one table of all exams and the roles required to take them. I use a join table to enter what staff have done what exams. I use portals on the staff layout to see what exams should be done and portals on the exam layout to see who should do them. All this is basic so far. What I want to do is see a list of all the exams a person is required to take and somehow see which ones they have actually taken (with something like conditional formatting) I cannot work out a relationship to make this happen. Thanks ;)