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Tracking progress on fields in uploaded data

  • 1.  Tracking progress on fields in uploaded data

    Posted 11-29-2018 15:26
    Every month, we receive a simple excel file with student data. The file has key fields (immunization, attendance, fees etc) with a status (compliant, non-compliant, waived) for each student. Every month, we upload this data in a table called Student Progress, in which every student gets a new record showing the most recent status on each of the key fields. Each month we notify a caseworker with a list of fields that are non-compliant (the table is a child of the Student Profile table).

    However, we'd like to notify the caseworker only if the status changes from compliant or waived to non-compliant. That is, if the status is non-compliant this month and is still non-compliant next month, we don't want to notify the caseworker again. 

    My hope was to find a way to create a field that, upon upload, checks, say, if immunization status from last month is not equal to immunization the status this month and if this month's status is non-compliant. If the check is positive, then use the field to send notification to caseworker.

    Please help.