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Settlement Negotiations - Ideas for Tracking

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    Forum Contributor delaing's Avatar
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    Settlement Negotiations - Ideas for Tracking

    I'm simply requesting ideas on how to structure or setup a scheme for what I'm describing below; not requesting anyone to build anything for me at this point.

    We serve as case managers for several hundred lawsuits at any given time and need a more convenient means of tracking negotiations and final resolutions. Up to this point, I have been tracking my appeals essentially on individual paper sheets, per case; although, I use Excel for preparing the evidence that I provide and several other tasks related to our work.

    I have created a VBA-based tracking/log system for moving from paper to an Excel-based workbook and most of the data points are being input into a worksheet by means of a Userform and related code. Each row of the Log worksheet represents a single account in a lawsuit. Each account has a unique account number and has a Cause Number (case number) associated with a Year (2014, 2015, 2016) that could be used as a Key for connecting the cases with their accounts. (CauseNo + Account + Year)

    One of the remaining tasks which I cannot figure out a good way of managing with my new Log system are the settlement offers.

    I need a way to log the offers (To the Defense / From the Defense) for each record (account) on the worksheet. The sequence of offers can go like:

    To - $3,425,000
    From - $6,875,000
    To - $4,000,000
    From - $6,500,000
    Final settlement is $5,500,000 (or such)
    And can also start with From, if it comes from the Defense first, then To . . . .

    A second XLSX could exist in the workbook to hold the offers. One column for the first To-offer, the next column would be for the From-offer, and so on across the sheet. Each row would tie to its account on the Log sheet. I would need to create the initial entry on the Offers sheet once negotiations start and bring up a Userform to input the next offer Sent/Received. This is just impromptu planning here.

    Any suggestions on this?

    Thank you,
    Delain

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    Forum Guru Winon's Avatar
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    Re: Settlement Negotiations - Ideas for Tracking

    Hello delaing,

    IMO it would be best if you could keep all the Data in one Workbook. I you need help with that, then please attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate.

    Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Please consider:

    Be polite. Thank those who have helped you. Then Click on the star icon in the lower left part of the contributor's post and add Reputation. Cleaning up when you're done. If you are satisfied with the help you have received, then Please do Mark your thread [SOLVED] .

  3. #3
    Forum Contributor delaing's Avatar
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    Re: Settlement Negotiations - Ideas for Tracking

    Thanks for the reply. Yes, I am intending the settlement offers would be tracked in the same workbook as where the Case Log resides. Perhaps I'll try to mock something up and post it back here.

    Delain

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