JamieOwens_Knig
5 years agoQrew Trainee
Creating an Audit Form for Multiple Audit Types
I have the following tables:
1. Audits
2. Audit Findings
3. Questions
4. Auditors
5. Auditor Roles
6. Classes
7. Instructors & Managers
Current relationships are:
1. An Audit has many audit findings.
2. An Audit Finding has many questions.
3. An Auditor Role has many Auditors.
4. An Auditor Role has many Questions.
5. A Class has many Questions.
6. An Auditor has many Audits.
7. An Instructor & Managere has many Audits.
I need to set up an audit form in the Audits table that follows this process:
Manager schedules and assigns an audit to an auditor and instructor. Currently, I have this set up with ana Audit Logistics section allowing someone to assign an auditor, instructor, location, date, and class. All other sections are hidden until the audit is edited.
Auditor opens audit to edit and answers questions based on the class or role of the question. This is currently accomplished by a grid edit report from Audit Findings, but where I'm having my issue.
The grid edit report works great with one exception: I cannot filter that report to show only the questions related to that role. I've attempted to create a report in the questions table that filters by role, but because there is no relationship between Audits and Questions, the report is not available in the form. When I create a relationship (Audit has many questions), it only gives me a record picker, which is filter-able, but gives me one question at a time (there are several questions per audit). I've also attempted to create a filtered report in Audit Findings but due to the Audit Findings relationship with Questions (an Audit Finding has many questions), unless a question is added in a finding, this report is blank.
How can I get a list of drop-down questions filtered by role in my Audits table?
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Jamie Owens-Knight
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1. Audits
2. Audit Findings
3. Questions
4. Auditors
5. Auditor Roles
6. Classes
7. Instructors & Managers
Current relationships are:
1. An Audit has many audit findings.
2. An Audit Finding has many questions.
3. An Auditor Role has many Auditors.
4. An Auditor Role has many Questions.
5. A Class has many Questions.
6. An Auditor has many Audits.
7. An Instructor & Managere has many Audits.
I need to set up an audit form in the Audits table that follows this process:
Manager schedules and assigns an audit to an auditor and instructor. Currently, I have this set up with ana Audit Logistics section allowing someone to assign an auditor, instructor, location, date, and class. All other sections are hidden until the audit is edited.
Auditor opens audit to edit and answers questions based on the class or role of the question. This is currently accomplished by a grid edit report from Audit Findings, but where I'm having my issue.
The grid edit report works great with one exception: I cannot filter that report to show only the questions related to that role. I've attempted to create a report in the questions table that filters by role, but because there is no relationship between Audits and Questions, the report is not available in the form. When I create a relationship (Audit has many questions), it only gives me a record picker, which is filter-able, but gives me one question at a time (there are several questions per audit). I've also attempted to create a filtered report in Audit Findings but due to the Audit Findings relationship with Questions (an Audit Finding has many questions), unless a question is added in a finding, this report is blank.
How can I get a list of drop-down questions filtered by role in my Audits table?
------------------------------
Jamie Owens-Knight
------------------------------