VBA Excel Automation for Case Management
Budget: $10 – $30 USD
In the folder, there are the following files
1. Audit Trail Report (Format : Excel)
2. Name Screening (Format : Excel)
3. Data Population (Format : Excel Binary) - main case assignment details
4. Checklist (Format : Excel VBA)
*Kindly take note that i could not replicate exact name file, name columns due to sensitivity of data
** File 1, 2 and 3 are linked using "Customer Number 1" details
In the data population, Staff 1 has 95 cases (Individual 70, Entity 25).
I require a VBA task on the following
- to select data population from destination file
- to select Name Screening from destination file
- to select Audit trail report from destination file
- to select checklist file (VBA format) (either entity or individual)
- input which name e.g. [BATCH 1 ]Staff 1
- input select which type case (individual or entity)
- input free-text name of checklist (e.g. QA_Staff_1)
- input starting numberformat "0000"
- desired outcome is as per "sample" folder
- each checklist will follow input name + starting number
(say input 294 so "Staff 1" would have 363 individual cases)
- assigned individual case will be parked in each folder respectively
- details of data population (transposed), audit trail report and name screening (transposed) are captured accordingly
- not each case has name screening details (if none, do nothing)
1. Audit Trail Report (Format : Excel)
2. Name Screening (Format : Excel)
3. Data Population (Format : Excel Binary) - main case assignment details
4. Checklist (Format : Excel VBA)
*Kindly take note that i could not replicate exact name file, name columns due to sensitivity of data
** File 1, 2 and 3 are linked using "Customer Number 1" details
In the data population, Staff 1 has 95 cases (Individual 70, Entity 25).
I require a VBA task on the following
- to select data population from destination file
- to select Name Screening from destination file
- to select Audit trail report from destination file
- to select checklist file (VBA format) (either entity or individual)
- input which name e.g. [BATCH 1 ]Staff 1
- input select which type case (individual or entity)
- input free-text name of checklist (e.g. QA_Staff_1)
- input starting numberformat "0000"
- desired outcome is as per "sample" folder
- each checklist will follow input name + starting number
(say input 294 so "Staff 1" would have 363 individual cases)
- assigned individual case will be parked in each folder respectively
- details of data population (transposed), audit trail report and name screening (transposed) are captured accordingly
- not each case has name screening details (if none, do nothing)