Thomasray123
New Member
- Joined
- Apr 30, 2019
- Messages
- 3
[FONT="]Hello! I have a spreadsheet with a list of items each day pertaining to cases employees work. Each case has an assigned owner but cases pile up and need to be evenly distributed. [/FONT]
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[FONT="]I’ve attached a dumbed down version of my spreadsheet without sensitive information. [/FONT]
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[FONT="]I need to assign the list evenly amongst the available employees (for example this is located on a separate worksheet but I may change this to be a user form with checkboxes at a later date). [/FONT]
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[FONT="]-Clients with multiple cases should be assigned to the same user regardless of if it would put them over the evenly distributed amount. [/FONT]
[FONT="]-Late Stage cases should always go to the case owner if available and if they haven’t reached the evenly distributed number. [/FONT]
[FONT="]-Cases over $500 would follow in priority.
the sample is here:
[/FONT]
[FONT="]http://s000.tinyupload.com/index.php?file_id=00162126403251717312
[/FONT]
[FONT="]Example and priority list is on another worksheet for reference. If user 1 is available and has 30 late stage cases and there’s 5 available users and 100 cases, user 1 should get 20 late stage cases of their own. Sorry if this is a bit confusing but I’m rattling my brain on how to accomplish this! [/FONT]
[FONT="]
[/FONT]
[FONT="]
[/FONT]
[FONT="]I’ve attached a dumbed down version of my spreadsheet without sensitive information. [/FONT]
[FONT="]
[/FONT]
[FONT="]I need to assign the list evenly amongst the available employees (for example this is located on a separate worksheet but I may change this to be a user form with checkboxes at a later date). [/FONT]
[FONT="]
[/FONT]
[FONT="]-Clients with multiple cases should be assigned to the same user regardless of if it would put them over the evenly distributed amount. [/FONT]
[FONT="]-Late Stage cases should always go to the case owner if available and if they haven’t reached the evenly distributed number. [/FONT]
[FONT="]-Cases over $500 would follow in priority.
the sample is here:
[/FONT]
[FONT="]http://s000.tinyupload.com/index.php?file_id=00162126403251717312
[/FONT]
[FONT="]Example and priority list is on another worksheet for reference. If user 1 is available and has 30 late stage cases and there’s 5 available users and 100 cases, user 1 should get 20 late stage cases of their own. Sorry if this is a bit confusing but I’m rattling my brain on how to accomplish this! [/FONT]
[FONT="]
[/FONT]