Hi everyone,
I need to create a register at work but am unsure whether I’d be best doing it via Excel or Access.
It will be a Uniform & Equipment register. Currently working off a excel spreadsheet (manual data entry, no formulas)
The spreadsheet currently shows:
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Sizing
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Date items handed out
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Quantities
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Expiry dates for some equipment
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Key numbers
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SIM Card details
This is the general idea of what I’m currently filling out:
I’d like to be able to track historical data on items mailed out, so currently at the moment if someone ordered 2 pairs of pants today, I’d overwrite the last entry against their name and add a comment for the last date and quantity.
Originally I thought about using the spreadsheet I have as a ‘summary page’ and build up the data fields across multiple tabs however we have 160 – 170 employees with a quite high turnover rate which makes it slightly more work to constantly be changing out the tabs.
Another person in the organisation has recently created a vehicle register in Excel which I was thinking about using as the bones for the register but I think I overcomplicate things and get a bit confused and stuck in my head.
The Summary Page of the Vehicle Register looks like below, it pulls all information from individual registration tabs, this page does not require manual updating.
The individual tab that feeds into the summary:
In an ideal situation, I’d love to be able to combine the uniform & equipment register with our training matrix which is also just basic excel. Example of the information in there is as follows:
I don’t know whether I need to go all out with Excel and have fancy formulas and stuff, including multiple tabs for individual employees (like the vehicle register) or whether Access might be a better way to run.
Ideally, I’d like to be able to also have a few alerts come up when I need to action things – like organise new car or IDS, arrange training, etc.
Thoughts and advice would be appreciated, I'm just not sure where to start!