I have a checklist of Items that I use will all my clients each quarter. I want to design an access database to keep track of the check lists after each visit.
Need some thoughts on how to set up the tables - here is what I have so far:
- my check list has SECTIONS on top - under sections are CATEGORIES - under categories are QUESTIONS (y/n or NA answers & note area)
An Example would be: SECTION = Firewall then CATEGORIES = Installation then QUESTION = Firmware updated?
There are 2 parts I need help with:
1) Need tables that store the Template Check list. Then I can have a form that I can assign a client to the template and then turn on or off parts of the template if it doesn't apply to them. I would save the modified template so I have a modified Checklist per each client.
2) I bring up that modified check list by client and have a form to answer the questions + have a comment section - then save the checklist by date after each visit.
Not sure where to start here - any advice would be greatly appreciated.