auto entering a print date on printing a report or part of a repor

[eHw]

I have designed a comfortable Mental Health Database for use in my practice.
I want to print weekly reports for a filtered set of clients. I request
information as to how I can create a control which automatically enters the
printing date for each note, and stores it for future reference.

As it is now, I never know when I have printed and sent or failed to print
and send a specific client report.

 

[Allen Browne]

The best way to do this would be to create batch entry for each print run,
and record the primary key of the record in the batch.

This gives you a full history of what was printed when, and allows you to
reprint any batch at any time if something went wrong.

You will have a table listing the reports you send, with fields such as:
MailingID AutoNumber primary key
MailingDate Date/Time when the report was sent.

Then you will record who received this report in another table:
MailingID Number Foreign key to MailingID in the Mailing table.
ClientID Number Foreign key to ClientID in the Mailing table.

You can provide an interface so the user can select the clients for the
mailing, or you may be able to automate the process by executing an Append
query if you already have a list of who should receive the mailing.

The RecordSource for the query till be a query that limits the report to
just the one mailing.

 

[JOM]

Allen, I have a question related to the answer you just gave EHW

the report in my database is very virtual, and due to compliance issues,
manangement would like to track when the document was first printed and by
who and when it was printed again the second time and third time.

This needs to be automated...

The best way to do this would be to create batch entry for each print run,
and record the primary key of the record in the batch.

This gives you a full history of what was printed when, and allows you to
reprint any batch at any time if something went wrong.

You will have a table listing the reports you send, with fields such as:
MailingID AutoNumber primary key
MailingDate Date/Time when the report was sent.

Then you will record who received this report in another table:
MailingID Number Foreign key to MailingID in the Mailing table.
ClientID Number Foreign key to ClientID in the Mailing table.

You can provide an interface so the user can select the clients for the
mailing, or you may be able to automate the process by executing an Append
query if you already have a list of who should receive the mailing.

The RecordSource for the query till be a query that limits the report to
just the one mailing.