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Web page design for employee access page with database integration

$30-5000 USD

Closed
Posted about 13 years ago

$30-5000 USD

Paid on delivery
We need new "Employee Access" password-protected pages on our website which can be accessed by each employee with links to each page containing a database for each employee for day to day progress updates. Each empoyees' page needs to automatically update our master database. ## Deliverables I am not fussed if any of the spreadsheets (master or employee) are in Excel format or any other format as long as we can search each spreadsheet/database in the same manner as we can already with Excel. (eg search for ref, search for Defendant name etc). We also highlight individual rows in different colours at the moment depending upon what level of progress the particular job has reached (eg job completed and awaiting invoice is highlighted in yellow, job totally completed and already invoiced is highlighted in green). I would also need to transfer all the data from our existing Excel Master Spreadsheet to any new format. I attach hereto both the master (blank caseload spreadsheet - page 2 - 5 of PDF) and employee spreadsheet with sample entries(pages 6 -7 of PDF. With first page being the Confirmation of Service. I will try to give you a concise run-down of our set-up and how I envisage the entries working. We currently have four office addresses in England. The post at each office is collected and sorted by one employee at each office. Hence the procedure is the same at each office as follows but effectively repeated four times each day (as there are four offices):- 1. Each day the employee opens post which will consist of several new jobs. 2. Employee then enters each job under a new Reference (which I want to be automatically generated as the next available row number derived from the Master Spreadsheet). The Date Received field should be automatically generated if possible. Employee will also enter as many details as available in the fields contained on the Employee Spreadsheet (normally Reference, Date Received, Client, Defendant, Postcode, Retained). I want all of these new jobs to automatically appear on the Master Spreadsheet. Some of these new jobs will be retained by the particular employee to deal with himself in which case the job should remain on his particular spreadsheet (these jobs are determined by whatever the employee enters in the field titled "Retained". Some of these new jobs will be passed over to our southern office in order to be dealt with in another fashion in which case the job should be deleted from the employee's particular spreadsheet. In other words the Employee Spreadsheet should only end up showing the jobs which he is dealing with himself. However all jobs will still appear on the Master Spreadsheet. 3. My General Manager (who has access to the Master Spreadsheet) is based at my southern office and he will normally simply enter all of the jobs received at his office directly onto the Master Spreadsheet. 4. Over a period of several days, the employee will progress each job and need to make notes of each little step. These notes will be entered under the field on the Employee Spreadsheet titled Attendance Notes. These notes need to be automatically updated onto the Master Spreadsheet without deleting the entire job from the Employee Spreadsheet. 5. Once the job is completed, the employee enters the "Date Served" on the Employee Spreadsheet and completes the drop-down form (which I emailed you already as a pdf form called Confirmation of Service). These details should also be updated automatically onto the Master Spreadsheet and then delete the entire job from the Employee Spreadsheet. 6. Some jobs are never completed fully by the employee and in those instances either I or my general manger will close the case ourselves. Hence we will need to be able to delete the entire job from the Employee Spreadsheet. Obviously we would still have the job listed on the Master Spreadsheet. 7. All fields on the Master Spreadsheet which are not covered by the fields on the Employee Spreadsheet are completed by myself or by my general manager as each step is actioned by us on a daily basis. **The basic idea is that I want each employee to have his own spreadsheet which shows only the current jobs with which he is dealing with personally. All jobs received in total need to appear on the Master Spreadsheet with the separate employees jobs being updated onto the Master Spreadsheet as and when they enter any additional information about each job.** ** **
Project ID: 3167721

About the project

8 proposals
Remote project
Active 13 yrs ago

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