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A Little Conceptional Help Please

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  • A Little Conceptional Help Please

    I have a table of employee names
    I have a table of function names
    I have a table that shows which operation procedures are associated with each function
    I have a table of training records

    What I want to do is allow a manager to select a name from the employee list, associate it with a function, generating a list of operation procedures that the employee needs to be trained on to be certified for that function. I need to then append this list to the existing training table.

    Employee Table contains the employee name and I will use a dropdown control to allow the selection of a name
    Function Table contains rows showing the function name and the associated procedures as rows of data
    ie.

    function 1 procedure 1
    function 1 procedure 2
    function 1 procedure 3
    function 2 procedure 1
    function 2 procedure 4
    function 3 procedure 2
    function 3 procedure 3
    function 3 procedure 5
    etc.

    the selection of the function will also be from a dropdown list

    what I want to is build a table where, for instance, name1 and function1 are chosen and the info returned looks like

    name1 function 1 Procedure 1
    name1 function 1 procedure 2
    name1 function 1 procedure 3

    and then append this data to a larger table assigning the results to the relevant fields thus building a training schedule for that employee for the function selected

    I am having problems getting started with the basic building blocks I need

    I think I need a dialog that generates a new table from the selections made and then a button that appends it. But I am a bit lost as to how to begin.

    Any help would be appreciated.

    Steve

  • #2
    Re: A Little Conceptional Help Please

    Hi Steve,

    It looks to me that your training records table will have the lookup to the employee, a lookup to functions and a lookup to procedures. This last lookup will be filtered by the function that has been selected. I would suggest you change the name of function to operation or something similar, just so you dont get confused with an Alpha function.

    Is this for desk top or web?
    Regards
    Keith Hubert
    Alpha Guild Member
    London.
    KHDB Management Systems
    Skype = keith.hubert


    For your day-to-day Needs, you Need an Alpha Database!

    Comment


    • #3
      Re: A Little Conceptional Help Please

      The table for functions contains the procedure info .
      This is a web application

      Comment


      • #4
        Re: A Little Conceptional Help Please

        Steve,

        If I understand you correctly, "the table for functions contains the procedure info", what happens when a procedure needs to be changed? You would need to change it in all records instead of one.
        Regards
        Keith Hubert
        Alpha Guild Member
        London.
        KHDB Management Systems
        Skype = keith.hubert


        For your day-to-day Needs, you Need an Alpha Database!

        Comment


        • #5
          Re: A Little Conceptional Help Please

          Yep! i too got confused at the same place.
          Sample Forms

          Comment


          • #6
            Re: A Little Conceptional Help Please

            Let me start over a bit.

            I am trying to populate a training table with new records in an automated way. I want to allow a manager to chose an employee and an operation that has several procedures associated with it. The end result would be new rows of records being appended to the training table showing the employee and the procedures they need to be trained on to be qualified to do an operation. Later as the training takes place, these records will be updated with dates and notes regarding the actual training for each procedure.

            The procedures are associated with the operations within a different table. My thought was to extract the procedure list from this table based on the operation selection, use this list of procedures and along with the employee name selected, append this list as new partial records in the overall training table. This will then allow me to extract a list of procedures any employee needs to be trained on and create a status report by employee that shows their training requirement and current status.

            Is that any more clear?

            Steve

            Comment


            • #7
              Re: A Little Conceptional Help Please

              Steve,
              "Is that any more clear?" Yes and No.

              I understand what you want to achieve but I think you have got your thinking not quite right to get to the end result.

              In my opinion, there is no need for all the extraction that you are thinking of. You just need to start with the tables as I suggested and feed the data with lookups into the Training records table. This will have to be based on a set with the Parent doing the lookup to the Employee.

              Think of this as an Invoice and all the child records are the training sessions.
              Regards
              Keith Hubert
              Alpha Guild Member
              London.
              KHDB Management Systems
              Skype = keith.hubert


              For your day-to-day Needs, you Need an Alpha Database!

              Comment


              • #8
                Re: A Little Conceptional Help Please

                I'm not sure a key concept has been properly conveyed. I'm trying to build a place holder for the training record in advance of any actual training. This place holder is the beginning of a record without the complete info such as dates of training, hours spent, who certified the training etc. The place holders will be created from the simple selection of a name and operation and the system would populate the beginnings of the record.

                It is different from the invoice concept in that the system needs to actually build an incomplete record set.

                I am not at all convinced that you aren't right in saying that I have my thinking not quite right. Just not seeing what you are suggesting as a solution yet.

                Comment


                • #9
                  Re: A Little Conceptional Help Please

                  Originally posted by SteveK3003 View Post
                  I'm not sure a key concept has been properly conveyed. I'm trying to build a place holder for the training record in advance of any actual training. This place holder is the beginning of a record without the complete info such as dates of training, hours spent, who certified the training etc. The place holders will be created from the simple selection of a name and operation and the system would populate the beginnings of the record.

                  It is different from the invoice concept in that the system needs to actually build an incomplete record set.

                  I am not at all convinced that you aren't right in saying that I have my thinking not quite right. Just not seeing what you are suggesting as a solution yet.
                  So for each function within a business you have a set of training procedures that need to be implemented by an employee to enable them to undertake that function. The managers decide which functions an employee will need to have training on.

                  The procedures that are required for a function are those that are in place at that particular time. Over time these procedures may change and that would be a matter for further training.

                  Is this correct so far?
                  Glen Schild



                  My Blog

                  Comment


                  • #10
                    Re: A Little Conceptional Help Please

                    Yes,

                    I have a table that allows the addition of new procedures to an operation. That table has the operation name and procedure name/number as it's fields.

                    ie: Operation 1 Procedure 1
                    Operation 1 Procedure 2
                    operation 1 Procedure 3
                    Operation 2 Procedure 1
                    Operation 2 Procedure 4

                    etc.

                    This table can have additions or deletions to stay current.

                    when you select operation 1, you get 3 records, Procedure 1, Procedure 2 and Procedure 3

                    I want to add the name of the employee and append these procedures as 3 new records to the overall training table thus creating 3 records with employee name and the 3 required procedures as new records. I also want to weed out any duplicate procedures but I believe this can be done within the append function.

                    Comment


                    • #11
                      Re: A Little Conceptional Help Please

                      So you have a master list of functions, you have a master list of procedures (training requirements) each of these procedures is linked to one or more functions and they are either active or inactive.

                      You have a master list of employees and for each employee you require a master list of required functions and for each of these there needs to be a master list of required procedures

                      So when a manager decides a specific function needs to be applied to an employee a new record needs to be appended to the required functions table which is linked to that employee. Subsequently for each new required function added, the current required procedures relating to that function need to be appended to the required procedures table for that employee.

                      The required function and required procedure tables need to have foreign keys enabling the link back to the employee record.
                      Glen Schild



                      My Blog

                      Comment


                      • #12
                        Re: A Little Conceptional Help Please

                        Almost. There is also a master training table with each record showing the employee and a procedure that he is required to master. This record shows the current status of the training for that particular employee for that particular procedure.

                        What I want to do is have a manager assign a function to an employee, have the list of procedures associated with that function tied to the employee and the series of records (employee + each of the required procedures) appended to the master training table. The status will start as required but not completed and as the employee masters the procedure, the training record will be updated to reflect this status.

                        Comment


                        • #13
                          Re: A Little Conceptional Help Please

                          Is that not the required functions table ?
                          Glen Schild



                          My Blog

                          Comment


                          • #14
                            Re: A Little Conceptional Help Please

                            Since you didn't define the elements of your required functions table it could be a symantecs thing where we are indeed talking about the same thing. At the end of the process, the master training table should contain several new records each with the employee name and one of the procedures. I can then extract reports easily showing which employees are trained on what procedures and of coarse which functions. Other reports will show which procedures have been assigned to an employee but not yet mastered.

                            Comment


                            • #15
                              Re: A Little Conceptional Help Please

                              Originally posted by SteveK3003 View Post
                              Since you didn't define the elements of your required functions table it could be a symantecs thing where we are indeed talking about the same thing. At the end of the process, the master training table should contain several new records each with the employee name and one of the procedures. I can then extract reports easily showing which employees are trained on what procedures and of coarse which functions. Other reports will show which procedures have been assigned to an employee but not yet mastered.
                              the required procedures table for that employee.
                              indeed symantecs! You have the required structure! With each table having the required fields to record training status etc.
                              Glen Schild



                              My Blog

                              Comment

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