Asking if Access is the Tool I need.
Hello Access Experts!
I wanting to see if Access is the tool for the job I have.
The short version is I need to keep data and also track it as part of a project.
We manage subsides. We receive applications from students, and employers. Once we have the application form both, we then vet the parties and request further documents.
So typically Jane Smith and her potential employer both send in a form. We enter the data and then request a contract and a few other documents from the employer. And then as the placement goes on, we'll request paystubs and pay out a certain amount. So what I need my database to do is the following.
1, Intake & and match information. Once Jane and her employer fill out the forms, I want Access to know it's the same application so I don't need to manually enter in the information on whatever form comes in second.
2, Be able to easily track stages. I'm going to have situations where I have Jane's form but not the employer, of vice-versa. Or I have yet to request the required documents. Or, I am waiting to receive them.
I need a quick at-a-glance way to see where things stand.
3, All of this needs to be easily saveable as an Excel sheet as uploads to various systems are required.
4, I need to be able to use the same structure for each quarter with fresh data.
Is what I'm describing do-able and relatively easy to create, AND make user friendly for less technically inclined humans?
Oh one other thing. The data we're receiving doesn't have to be saved in Access. I just need to be able to record that it *was* saved.