Rotation Assigment to New Clients

**basketballrats** · 09-27-2012, 10:32 AM

INPUT PLEASE

I am trying to set up a spread sheet in 2002 that allows a new client to have an intake worker and then a primary worker assigned to their case based on a rotation.

I have a list and assigned numbers to each category, but don't know where to go from here. I have reviewed multiple threads that show various ways to look up or code in how to do this but haven't been able to apply it to my sheet.

Is it possible to have a worker removed from rotation or skipped? or added if a new employee is hired?

**DannyJ** · 09-27-2012, 11:14 AM

Hi,

Welcome to the forum!

Please can you confirm where you would like the formula to go please? and what you would like inputted where?

Thanks

Danny

**basketballrats** · 09-27-2012, 11:34 AM

The "Intake" Group in the "Lists" worksheet needs to be on rotatation on the worksheet "Monthly Master List" in the "Intake" Column. (The "intake" column should be where the formula goes.)

The "Worker" Group in the "Lists" worksheet need to be on rotation on the worksheet "Monthly Master List" in the "CSO" Column. (The "CSO" column should be where the formula goes.)

These two groups are independent of each other.

Also...I added check boxes to the lists would this allow me to select and unselect active workers to rotate or is this necessary?

THANK you for your help. please let me know if you need more clarification.

**basketballrats** · 09-27-2012, 11:35 AM

As a new client is added I would like it to pull from the list of active employees; both from the Intake and CSO lists.

**DannyJ** · 09-28-2012, 08:23 AM

As far as I am aware this can't be done without VBA. Hopefully someone else sees this and knows differently.

Would you be happy using VBA?

Regards

Danny

**DannyJ** · 09-28-2012, 08:40 AM

Well I have done it with VBA but I needed to use an additional cell. I hope that this is useful

. If so I will do the 'Worker' for you too. I need to know exactly what ranges I am selecting though.

Please let me know if this works for you

Also to answer the rest of your question. I can add a new employee to the range quite simply and you would be able to do that yourself so no issue there. The same with deleting one, just delete and move the rest up (No blank spaces!) and then move the range down by one. If you just don't want them to get a job for a week due to holiday etc. then you can just move them to one side so that they aren't in the range and then add them again when they are back. I could perhaps make it do this automatically if you wished me to. It would require you writing if someone is on holiday in a cell somewhere.