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Check list suggestions

Question asked by Matty_1 on Mar 11, 2013
Latest reply on Mar 11, 2013 by Matty_1

Title

Check list suggestions

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     I'm currently building a hire termination check list where our HR Manager can make sure each new employee receives all their appropriate documents/tools and returns them if terminated.  I'm looking for suggestions on how to best approach this.

     I have one table which houses all the employee records and a second table (administrative TODO) that only has one record and a bunch of tabs and portals where I have all sorts of conditions that populate each appropriate portal when a particular TO DO action is required.  I'd like to include the hire termination check list as well.

     Here's where I would like some input.  My initial thought was to create a table for all the hire termination records.  In the employee records layout I have a create new employee record button, along with that script I was thinking of adding steps that would create a standard list of records in the hire termination table for each new employee with an relationship to the unique employee record ID so that they show up in a portal ... easy enough.

     Some of the elements in the list can vary, IE Keys, obviously depending on the employees position they can have a large array of keys.  Since creating elaborate list for each kind of employee for each kind of key seems too elaborate for the pay off I thought I would create another table that houses the different types of hire termination checks that can have multiple entries and have a second descriptor field.  When the type "Keys" is selected, the descriptor drop down will only show all the different types of keys and a button in the employee records to add to the hire termination check list would allow the user to add to and modify the hire termination check list for all the varying records.

     Last, any record in the hire/termination table that isn't marked as complete will show in a portal in the Administrative TO-DO layout.

      

     Is this the best way to go about this or are there any other suggestions?

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