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Claris Engage 2025 - March 25-26 Austin Texas ×

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I have a database I created for the company I work for. We schedule service technicians on a daily basis. What you will see below is a copy of a layout/form we use to schedule our techs. The data is based on the service tickets that are generated for our techs to perform their jobs from. We use this as a visual interpretation of our service calls.

The data you see on the Dave's book pdf is a copy of the layout I am working with. On the bottom is a portal used to display the calls from that day, At the top of the page you will see a list of check boxes. The check boxes are the techs we have working that day. In the paper form we use this list to double check our scheduling. We first check the box when the tech has been scheduled. Then once all the jobs have been distributed we cross off the techs name with a highlighter. This allows us to know that the tech has been scheduled.

Basically I would like to create a dynamic list that each name on the list will be highlighted once we schedule them for that day. I know I can accomplish this task through conditional formatting. I would then like to to use a check box to check I have used that tech appropriatly. It is double work I know but its how we verify we have given out the jobs to the correct tech.

Here comes the dynamic part, 9 out of 10 techs listed below work every day. The other 10% work every once and a while. I need a list or sorting method that will allow me to keep some techs on the list every day and drop them only when they are off. Then I would like the occasional techs to be added to the list on the dates they are scheduled to work. I have the tech names stored in a different table. I have the options for active and nonactive. But the active section does not correlate to any particular date.

What I need help in is a means to hold a daily schedule that can be linked to my table that will allow me to add select workers on scheduled days and drop other workers on their day off. I will then need to export this info to a field that can have both a check box and condition formatting for each name on the list and correlate it to the date in question.

Can anybody help?

daves_Book.pdf

Database_relationship_table.pdf

This topic is 5734 days old. Please don't post here. Open a new topic instead.

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