Designing a workbook to schedule staff to 2 different types of clinics, clinic parameters (date, time in, time out, number of staff required) update frequently. The clinic schedules are generated by a corp sales team, I can run a query and export into excel, it contains columns/data that aren't needed.
requirements:
Any suggestions/comments welcomed
requirements:
- ability for more than one person to update partial data. (shared workbook, use compare and merge)
- highlight/track updated clinic info, and added clinics.
- Create a Master shared workbook
- One WSheet for each month and clinic type = 24 (the two different clinic types are from different reports, no way to combine)
- Master schedule WSheet; pull only required scheduling information from all clinics and add additional columns to enter staff names, confirmations, etc
- Active schedule; the person assigning staff will enter dates in two cells and the code will display the clinics between those dates. (Q. How to update on this worksheet and have it copy back to the Master schedule WSheet. Q. Is the a way to sort and view only the clinics between the dates selected?)
- Create two copies from the Master shared workbook and rename them, keep them in a folder on a shared work drive. Use the Cmopare and Merge feature
- Active Clinic schedule.xls ~ Hide all WSheets except the Active Schedule, include macro to save and close WBook at end of day to prevent staying open on personal computer and preventing merge of data.
- Clinic Schedule Update.xls ~ When the clinic reports are created from the corporate portal, I can copy the entire WSheet for the month for each type of clinic, and paste it in the Update WBook. When I use the compare and merge, it should update the Master and highlight/comment on what has changed
Any suggestions/comments welcomed