New to Access- Creating a Form

[mbaxter]

First off thank you for the help in advanced. I am new to Access and am trying to create a form to make my life at work a little easier.



I use a process to notify service personnel what I am wanting done to a specific machine, at a specific location, in a specific shop. This process is repeated multiple times and each time is based on a different model, what needs to be done to the machine, what location it's currently at, which shop is working on it at that location, who the primary contact is, and includes a second contact with information for him to do as well.

The Base information looks simular to this:

Sweetwater-Main Shop

John
Make Rent Ready
PDI Machine
Apply Stickers
install radio

Ordering personnel for Texas:
Sam
Order Radio


I use different tabs in Excel to seperate machines and further information for each person, then narrow down what needs to be done with the filter option. I also add Rows for extra information special to that make ready.

Specific machine:
300 model machine

Tampa Bay- Main Shop

Jim- Rental Shop
Make Rent Ready
PDI Machine
Apply Stickers
install radio
install coupler (this is specific to the machine Model)
Weld serial on bucket (this is specific to the machine Model)
Used equipment:
Please give me an estimate (this is specific to this document)
Check Oil (This is specific to this document)

Ordering Personnel Florida:
Bill
order Coupler (This is specific to this machine model)
Order Radio

What I want as an end result is to be able to have a form that I can enter the location, which shop is doing the work, the machine model, and have a few questions auto populate based on different machines chosen, along with an extra's box to add any extra requests in, and have an excel spread sheet with all the correct information on it that I can email to the appropriate people.

The biggest part of all of this, is through all the research I have done to learn access , I still do not even know where to start. Please help!!!

[andy49]

I'd say it's pen to paper time. You have all the details in your hands. Organise them into areas (tables)

Eg a model table containing model name, modelID, special requests for that model

Once you've done that you'll have a better idea where you're going and we'll happily continue to assist.


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