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Join Date: Feb 2007
Location: Bangalore
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Calibration Due Reminder Base on Excel

09/11/2012 2:13 AM

I have a list of task (list of test instrument calibration due ) to do, it is in excel sheet and they are required to be done in a by certain different dates regularly (eg. every 15 days or every 30 days, or < 30 days )

Is there anyway i can make it to automatically send an email to remind me or another person a day before it's due??

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Guru

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#1

Re: Calibration Due reminder base on Excel

09/11/2012 2:43 AM

"Is there anyway..."

Of course there is. Get a task scheduler.

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#2

Re: Calibration Due Reminder Base on Excel

09/11/2012 10:49 PM

Can you not schedule it on Microsoft Outlook?

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Power-User

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#3

Re: Calibration Due Reminder Base on Excel

09/12/2012 4:04 AM

Write a macro for the excel spreadsheet.

Basically, something like:

Col1 for equipment, Col2 for start date, Col4 for period in days, then compute days from "start date" to "today" and divide by the period in Col4 and look at the remainder -use mod 15 for 15 day cycle to do this etc. Every time the answer (i.e.the remainder of the division) is one less than the period, have excel send a reminder as required (I've not done the last step but can't imagine it's too hard) as you can do almost anything with the vb language that the macro is written in.

The macro could be run automatically each day the spreadsheet is started, or it could be fired up each day within an "always on" excel spreadsheet.

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Guru

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#4

Re: Calibration Due Reminder Base on Excel

09/12/2012 5:29 AM

A bit of Googling should find you what you are after.

I just Googled "excel scheduling" and the choices were extensive.

Googling "scheduling email excel" also had lots of choices for further reading.

Happy Googling.

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#5

Re: Calibration Due Reminder Base on Excel

09/17/2012 10:33 PM

Until you find a more preferrable way to do what you want to do, why not just:

- add a column in your Excel(R) task list, and title it ''Due Date'';

- insert a new row under each line-item which you want to "track";

- copy each line item row to be ''tracked'' into the blank line below it;

- enter the relevant due-date for each line-item into the relevent due-date cell;

- and, when all your additions are entered, ''Sort'' the spreadsheet on Due-Date?

(... and repeat the cycle as for as long as is necessary...

... Maybe you won't have to buy anything else, unless you really need to...)

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#6
In reply to #5

Re: Calibration Due Reminder Base on Excel

09/18/2012 12:04 AM

Or just use Outlook or similar. Highly likely that it is in the OPs PC already and not being used to its full capabilities.

This is for work, therefore, easy is not a cop-out, it is efficient.

Good suggestion by the way. It won't send automated alerts though....

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#7
In reply to #6

Re: Calibration Due Reminder Base on Excel

09/18/2012 11:39 PM

Thank you. I appreciate your supportive statement of my relatively ''old-school'' approach. ( REALLY old-school might involve a deck of index cards... )

It is implied that since the OP wants to apprise the relevant persons via email from his Excel(R) spreadsheet that all said relevant persons are on the same local net.

It is also highly probable the OP has the option to email them directly, on an appropriate time table, after he first re-sorts ( a copy? of ) his task-list database and making the necessary updates himself ( ie: "Well, this due-date just passed, so I'll advance it's due-date another month. Oh yeah, I just remembered to add a new line-item for the new (equipment) just installed last week to start out the record keeping properly. And I'll check for maintenance checks that will have to be done this week..., etc.)

Therefore, a (weekly ?) reminder could be sent to each of them just by varying the contents of the CC: field in his email.

No new software, equipment, money, or other new materials are needed to do the basic maintence scheduling function, unless there are dozens and dozens of such checks to be done each week, that is...

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