ZJones3205
New Member
- Joined
- Aug 20, 2017
- Messages
- 3
Some help here would be much appreciated in figuring out how to do this, as I feel it should be quite possible.
I would like to create auto-populating lists of "To-Do's" based off of risk assessment levels, creating a task list that is ultimately sorted by likelihood. For example. I created a risk assessment table (likelihood vs. consequence) and rated things 1-10, 10 being most likely/most costly. I indexed this table so I can answer a fixed set of questions I am examining for each potential project to take on.
I would like the following to happen when filling out the risk assessment... Each question deemed 8 or higher on likelihood would fall into a "definite" list, each item from 4-7 fall into a " likely" list, 2-3 is the "I hope this doesn't happen" list, and 0-1 is the "don't do" list.
Here is the real life context to provide fuller understanding. I approach an antique instrument to consider restoring. I fill out a checklist of potential to-do's by assessing each part and area, assigning each task a likelihood, and the financial consequence assuming the work were to happen. By filling out this risk assessment, I have simultaneously built my to-do checklist sorted by likelihood ranges. This gives immediate feedback on scope of job, basic risk assessment, and a full production list for my service team to immediately examine and begin working on. Obviously, this will also tell me a ballpark idea of whether to accept a restoration job, provide a relatively accurate quote, or decline services.
Any suggestions in how to accomplish my wants with this many moving parts? Any recommendations to simplify w/o sacrificing depth of data would certainly be welcome.
I would like to create auto-populating lists of "To-Do's" based off of risk assessment levels, creating a task list that is ultimately sorted by likelihood. For example. I created a risk assessment table (likelihood vs. consequence) and rated things 1-10, 10 being most likely/most costly. I indexed this table so I can answer a fixed set of questions I am examining for each potential project to take on.
I would like the following to happen when filling out the risk assessment... Each question deemed 8 or higher on likelihood would fall into a "definite" list, each item from 4-7 fall into a " likely" list, 2-3 is the "I hope this doesn't happen" list, and 0-1 is the "don't do" list.
Here is the real life context to provide fuller understanding. I approach an antique instrument to consider restoring. I fill out a checklist of potential to-do's by assessing each part and area, assigning each task a likelihood, and the financial consequence assuming the work were to happen. By filling out this risk assessment, I have simultaneously built my to-do checklist sorted by likelihood ranges. This gives immediate feedback on scope of job, basic risk assessment, and a full production list for my service team to immediately examine and begin working on. Obviously, this will also tell me a ballpark idea of whether to accept a restoration job, provide a relatively accurate quote, or decline services.
Any suggestions in how to accomplish my wants with this many moving parts? Any recommendations to simplify w/o sacrificing depth of data would certainly be welcome.