Survey Form... based on database information

[SG666]

Hi all,

I'm hoping someone can assist me with something I'd like to create for the company that I work for.

Short background on what im looking for....

We have engineers out on the road that attend peoples properties to undertake electrical testing. They identify faults and list them on their reports.

What I would like to do is create a spreadsheet where tab No.1 "Faults" has a list of boxes that they must complete and then a submit button when all boxes are done. This will then move all the information from the boxes to the "Report" tab and populate it in the next avalilbe row.

Then the Faults tab resets to blank ready for the next fault to be input and submitted... and on it goes...

To add to this, I have a fairly substantial list of faults that I want the engineers to be able to use. So rather than a drop down list of 100+ possible faults it would be great if all they had to do was start starting a key word and it would bring up any faults that have that word in them and they can pick the correct one....

So they type... "Damaged" and it will bring up....

Double Socket Damaged and in need of replacement
Light Switch Damaged and in need of replacement

Etc etc....

IF anyone has a form or can point me towards something I can use to build this it would be great. It has been suggested that Microsoft Access might be a better solution but im not sure, and as its £100 I don't want to waste the money finding out its no good, and I guess if we had 10 engineers out on the road they would all need it too (or can you create it in Access to be used in excel??) if they need to then thats another large expense

Any help here would be super!

Thanks,
Shawn

 

[dmt32]

Hi all,

I'm hoping someone can assist me with something I'd like to create for the company that I work for.

Short background on what im looking for....

We have engineers out on the road that attend peoples properties to undertake electrical testing. They identify faults and list them on their reports.

IF anyone has a form or can point me towards something I can use to build this it would be great.

Any help here would be super!

From what you say you want to do & whilst Excel could be made to do what you want in a roundabout way; my personal view is Excel is probably not the application you should be considering. With teams out on location, a data collection tool utilising mobile technology probably a better fit for your need.

There are providers who specialise with APP form builder applications for paperless workflow that can be used to build data collection tool without any technical experience & although unlikely to be free, suggest would be worth searching these out. Such an approach can automatically distribute the data in Reports of your preferred format (PDF, Excel, Word etc) to meet your business need.

Others here may have alternative suggestions.

Dave