I need to make a checklist database can someone help me please

[cdell7up]

Hi,



I am trying to make a checklist database that is used to make sure everything is done in a specific process. There are 216 possible questions that need to be check Yes, No, N/A, and I need to be able to store the answers and create reports. So the process is create a differt types of contracts. The database will used to review that everything that is supposed to be done to create the contract is being done.


I have imported an excel spreadsheet into access that contains all 216 questions plus the indexed number for the question. I have also created a table that has that information concerning the individuals who would be creating these contracts, firstname, lastname, contractnumber, date, type of contract, name of contractor.


I am trying to figure out how i can create a form to enter the personal information and then answer the 216 questions. My mind is boggled at this point.

[Megood]

First make sure the questions have a unique number. Have another table for the answers that has the question number, client number and the answer(like a lookup field). Create an Append Query with both the Question ID number(from questions table) and the client ID number(From clients table) and append to your answers table.

I hope this helps. Let me know it you need any more. Here is a quick example AppendQuestions.zip

[cdell7up]

Thanks for you help. I looked at the example you provided and it gave me some inspiration but I am not sure if that is what I am after.

The checklist has a number of specific questions 216 in all, some are a couple of paragraphs long. They all have unique numbers. The follow is an example.

QuestionNum Question Answer Answer Answer
1006 Does the contract provide evidence of funds availability? Yes No N/A

Now there 216 of these such questions, each contract specialist with be evaluated with this form so the would a form with the client info married to this form also.

I hope I am not being confusing.

1006. Was this award issued on a competitive basis?

[Megood]

Autonumber does not have to be use(or can be used in the background) as long as your numbers don't repeat. Link the main for to the client table and the subform to the answers table. You can even add the field for the actual question and include in the append query. As for the answers, if you don't want a dropdown for it, just use option group. Then you can select check boxes, option buttons or buttons. I hope this helps.

[cdell7up]

I am sure that this is helpful but I probably don't know enough to make it work. I think I know what you are saying but am not sure how to proceed with the info i have on hand.

Right now I have imported an excel spread sheet that has all the questions with unique numbers for each. So should I create a table with two columns, first column with question numbers, second column with the actual questions. Next a client form (not sure how to create the relationship between the two tables). Then a table that will accept the appended data?

[Megood]

Yes to the first. You should be able to import the table info. Your question number will be your primary key.

Then create your client info table like you said. You will need to have a unique number(Autonumber may be good, even if you never see it).

Create a third table with the fields of Question number(this will be that unique number), Client ID(That one you just created) and then an answers field(if you want to use the option group then use number format, or a lookup field for selection.)

Then open the relationship page and show all three tables. Drag the field that has the question number to the field that has the question number inyour answers table, drag the client ID from the clients table to the client ID in the answer table.

Then you make your query.

[cdell7up]

Between the ClientID of the client table and the ClientId of the answer table, what type of relationship should be established? and how do I go about establishing the relationship. Right now I have a one to one, I am thinking maybe a one to many. Not sure how to change it.

[cdell7up]

I think I might almost have a grip on this but I need some clarification. What is the purpose of the append query? Will i use it to capture client and answer info together?

how do I go about creating a form that has the client info at the top and the questions and answers at the bottom?