Adding New Records:
- Loc Desc
- Work State
- Supv Name
Modifying Existing Records:
The user can also modify existing records. in order to populate the userform the user must select a record. The user can select an existing record by either one of the methods below:
- Selecting a CRIS number
- Selecting a name
The client also wanted the ability to be able to modify certain fields in batches.
Example 1: Change the Loc Desc of all fields that have a their Loc Desc set to “BECKLEY, WV – 200 WOODLAWN AVE” to “DELAND, FL – 1398 S. WOODLAND BLVD”.
Example 2: Change the Supervisor of all fields that have a their Supervisor set to “HUDSON,ROBERT H” to “KORTZ,AMBER”.
Upload Data in Batches:
The client also wanted the ability to upload data in batches from an excel workbook:
Again this is achievable through the “Group” tab. By pressing the “Path” button a select file dialog will open from which the user can locate the workbook with. Upon import the user can select a “Loc Desc” and “Supervisor” to apply to all the records: