Dispatching Database

[RickeyP21]

Hi everyone. I'm very new to access and have no code experience. I work for a crane company and I have already created a database with our work order forms and bid quote forms. I am now trying to get our dispatchers into it as well so they can view these as well as plan our jobs. Currently they use excel and have a worksheet for each month of the year, and they go into it daily and beside the crane unit number they type in the operator and riggers for that job. They sometimes schedule these jobs as far as 3 months in advance. I'm wondering what the best way to set this up might be? I need to be able to schedule well in advance, have drop downs for the cranes, operators and riggers names, and be able to pull the data up in a monthly or daily format.

Thanks in advance for any help you guts might be able to give!

 

[Alansidman]

Look here and see if you can find something that works for you

http://www.databaseanswers.org/data_models/index.htm

 

[khodr]

Hi Rickey,
are you planning to have users in this database entering information via the network?
be specific so the guide will be more easy.

 

[RickeyP21]

Sorry. Yes, it will me multiple-user. I plan to split the front and back ends up and install the fe on each desktop, and keep the be on the server.

 

[RickeyP21]

Allen, I found that site with google when I started this a couple of weeks ago. It has a nice diagram of the relationship models, but I wrote them requesting more info or to purchase the DB to help me get started, but I have not heard back from them yet.

 

[khodr]

Hello Rickey,
you are in the right way, you should have be and fe, and then you dispatch your fe database as accde file to users where they can use,
first you need to setup a customized login and logout procedure, your users table should have, ID, UserID, UserName, UserPass, UserStatus, UserLevel
then create your form based on the users table, setting up the user form is very important, because from this form you will go to all other forms,
My current database I am using I did it on these basis and there is 15 users using it,
it is all about how to setup the user form, if you don't really know how to do it maybe I can support you to do that. and i always use the userlevel to tell the launch the other forms to hide and show what i want as per the user level.

 

[RickeyP21]

Thanks khodr. I guess I should elaborate more on what I have so far. I have set up a records table for our bid entries, and a form for them to fill them out on. The bid number is generated on submit, adding 1 digit to the last entered bid. They can also click print to print the record, or click email to attach it to an outlook email as PDFS to mail it to customers. There is another "section" they can look up/search customers from a combobox and add new customers. A seperate search form is set up for the bids, and they can click the bid number to open that bid in form view. This is all for our salesmen who put the customers and bids into the system. I am using access 2010, but I have manually set up "security" so that they have to login and can only access what their number gives them access for. (I know access security isn't good, this is more to protect them from themselves.

What I want to do now is add another "section" for dispatchers, where they can schedule the jobs in advance and view the daily jobs to see which employees and cranes are where. They currently are using excel and have a spreadsheet with the following fields: truck, crane, job, time, operator, and rigger. I am trying to figure out the best way to put this in access, since it would be more like a big calendar than a spreadsheet. I want them to be able to view that day, or click a cmd button and see the whole week, and another to see the whole month. I'm just not sure where to start this one. The table and fields are pretty obvious i think...they pretty much have them now in their spreadsheet. But making it look like a calendar or seeing one week or one month at a time....is this possible?

 

[khodr]

Ok Mate,
I almost understood what you want to do, but as I have seen that your sales can login without a user name and password I think, here is the key, to be able to work fine with the database you must have a users table, in the users table you can specify their level and from there they can see what they have to see,
now as they can login and see the records which is related to their number here you have passed a stage, but then to add the dispatchers here you have to identify them as dispatchers,
because your user table in the level section you can identify the user as sales or as dispatcher or as admin, and then from the entry form of the user you will write the code on the click button,

Private Sub cmdLogin_Click()
Dim msg, style, title
'this is to tell your control which level is your user _
If Me.UserLevel = "Dispatcher" Then
GoTo CL_Dispatcher
ElseIf Me.EPosition = "Sales" Then
GoTo CL_Sales
End If
'this Command Line to apply condition in case the user is a dispatcher _
CL_Dispatcher:
docmd.openform, "frm_Dispatcher
Goto ExitCmd
' and this Command Line to open the sales form _
CL_Sales:
docmd.openform, "frm_Sales"
Goto ExitCmd

'to stop the code every time you apply a condition _
ExitCmd
Exit sub

End Sub

on this command button you write the code and put all the conditions of the users entry and what they can see and which forms they can log in to, and on every form you can write a code on the OnLoad event to check the user level on the Login form and show or hide whatever controls you want.

this is a short Idea for how to setup the login to your database, and by the way from the users table in the user level field, if you manage to really know how to setup you can by then divert each user on your database to where ever you want you can even know who is using the database now and you can also kick them out, actually I have to pay a thank to ( The Doc Man ) a member in this Forum, who opened my eyes to how profitable it can be if I make the User form as a main entry form to the database because now I manage to block users, kick users, see the users who is online and who is offline and also I can know from which machine the user has used his password and user name on my network. there is a lot of things which we can cover on this which is not enough to be covered by one session, just check my reply and see if it is useful and then we can cover more,
Join my group and let's learn group name is ( The New To Access Group )
See ya.....
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think logic and you can do everything, Access has no limits,
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