Good afternoon
I’ve made an app that allows me to gather performance indicators on employees across a range of sites. Here are some example tables:
Contacts Table
SiteID | Site | Suburb | Employee | Employee Mobile | Employee Avail. | Employee Email | Region | Manager | Manager Email |
---|---|---|---|---|---|---|---|---|---|
123 | Site Jelly | Suburb A | Julie | M, T, W, Th, F | Alpha | Tracey | tracey@email.com | ||
456 | Site Oreo | Suburb B | Wendy, Luke |
M, T, W W, Th, F |
Alpha | Tracey | tracey@email.com | ||
789 | Site Jelly | Suburb C | Charlie | Th, F | Delta | Linda | linda@email.com |
Employee Records
Date | Site | Employee | Work Overview | Workload | Projects | Comments |
---|---|---|---|---|---|---|
01/01/20 | 123 | Julie | Completed monthly sales reports | High | None at this time. | |
01/01/20 | 789 | Charlie | Completed onboarding | Average | Sales initiative |
These tables are referencing each other via the Site cell (i.e. SiteID is being used as the Key and Site as the Label).
I may also need to change the Key and Label used for the Contacts table as not every site name is unique. (i.e. I could possibly use a Virtual Column for these purposes?).*
I’d like to be able to set it so Mangers are only able to view Contacts and create/view Records for Sites/Employees for their Regions (i.e. Tracey can create Records for Alpha Region, Linda can create Records for Delta Region).
Managers change frequently so it would potentially need to be based off of what data it entered into [Region] and [Manager].
Any advise is appreciated - please feel free to ask for further information.
Kind regards
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