Complete an Excel based request tracker. Basic Layout already built.
I created an Excel Sheet. It has six tabs. The first tab will be a Schedule. This needs to list names entered on the last tab, Data Sheet. The Schedule will then need to show the work days Monday - Friday and offer 2 extra options. 1. Reserve 2. Other
These? columns need to be checkable in some way for each name so that we can show who's responsible for each day or if they are one of the extra options. There needs to be a way for us to check A.M. or P.M. for each day of the week.
The other four tabs should all be interconnected.?
Has a list of name based off of the data sheet.
The Add Row button needs to be able to add a row as demonstrated in the file. It should show the rows, auto fill in "Submitted by" using the name you picked and "Submitted At:" with the current date and time, and add a button at the end as shown. There should be no limit to how many rows, I picked ten as a demonstration. Once content is filled in to the row the user can save the document with the save button. This should fire an email to the email address on the Data Sheet found under the heading "Submitted".
The Coumns need to be sortable.
When? a user chooses a name in the drop down menu and then clicks a Claim button. The row should be moved to the "In Progress" tab.
In Progress Tab:
Once a request has been claimed from the Submitted tab, the In Progress tab should display the request by Autofilling in the "Peer Reviewed By" column using the name selected from the Submitted tab.
If the Complete button is clicked, the row should be moved to the Completed Tab. The Date and Time should Autofill in the Completed column for the time and date the button was pressed.
If the Action Required button is pressed, an email should fire off to the person who first submitted the request, using the emails from the data sheet, and the row needs to be moved to the Action Required Tab.
Action Required Tab:
Any row that is moved here should be highlighted green.
If a name is chosen on the drop down menu, and the Actioned button is clicked, The row should change color to grey to reflect that it has been Actioned and the name should auto fill in the Actioned By: field.
If the complete button is clicked, it should move the row to the Completed tab and fire an email to the original submitter using the emails on the Data Sheet. The Date and Time should then autofill on the Completed tab.
Example File is included.