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Posted

Hi,

(Roster)

I have a simple task to do but do not know where to begin to set it up.

The idea is that i need to categorise a list of people into set categories according to their skill level. (There may be up to 10 levels).

Then there is up to 10 different tasks to do.

What the solution would be is to be able to have a layout display each set task each week to certain people, that are skilled in that task.

EG.

On WED and SUN of each week there is at least 5 jobs to be done on each day, but the same crew for WED as SUN of that week.

Not all people can do all jobs.

So i want to be able to create a new record each time and have the NEXT person due to carry out hat task, placed in the task field.

This would avoid having to go through a list of names each week and choosing a name that can carry out that particular task.

Does anyone have something as an example file i could look at to do this?

Any help appreciated.

Corey....

Posted

Thanks for the sample file.

I cannot seem to understand what the sample does, in comparison to what i need.

The main aim i am after is that each of the 'Say 5' tasks have names put next to them for people to carry them out.

But i cannot have a simply top to bottom listing of the names, as NOT all persons can do all tasks.

Having people on a level i understand to grade them, but how can i have a NEW RECORD, place the next names in the corresponding tasks that they can do, without manually going through the list of capable people to see who is next on the list?

Corey....

Posted

No sample (takes too long) but ... you need:

a categories table

a skill levels table (child of categories)

a persons table (child of skill levels)

a task table (child of categories) with a date field

then, a layout based on persons, with a portal to tasks. If you search on filtering portals you'll find how to limit the tasks based on anything in the relationship, in your case it would be something like persons::skils = Max ( persons::skills )

finally, you need to create a log in for each person, and set permissions so they can only see records with their AccountName (and have an AccountName field in the persons table).

This topic is 7140 days old. Please don't post here. Open a new topic instead.

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