Task to count number of entries per user over a shift - count, send report to person, flag outliers.

[roattw]

Having trouble wrapping my head around best way to accomplist this count entries report task.  I tend to over think things and suspect there may be an easyish way to do this.

Scenerio/problem to solve:  We have people that take 24hr shifts and are on call and takes calls (typically 12am to 12pm).  The average has been 6 calls per shift, and for each call they need to log as an entry in our DB.  We suspect some are not entering all their cases.  These are really busy physicians and this is extra work we are requesting so we dont want to demand or complain.  Hoping to generate a task report counting all the entries a person makes per shift and for all ther shifts over a 2 week period, and send the person an email (we have thier associated emails) with the count of calls for that period.  AND, maybe flag (different color/bold/etc) those that have <=4 thier calls on a date.  Knowing 6 is the average - we hope to gently remind them that they may not have entered all thier cases.   They usually cover all calls in a row over a time period, so they are (usually) sequential and in a row for each person.

The date looks like over a couple days:

MD_ID           Entry_ID           Name                   Date

22                         250                  Smith                  8/6/25
22                         251                  Smith                  8/6/25
22                         252                  Smith                  8/6/25
22                         253                  Smith                  8/6/25
22                         254                  Smith                  8/6/25
22                         255                  Smith                  8/6/25
22                         256                  Smith                  8/6/25
22                         257                  Smith                  8/6/25

31                         258                  Michaels            8/8/25
31                         259                 Michaels            8/8/25
31                         260                  Michaels            8/8/25

46                         261                  Jones                   8/7/25
46                         262                  Jones                   8/7/25
46                         263                 Jones                   8/7/25
46                         264                  Jones                   8/7/25
46                         265                  Jones                   8/7/25
46                         266                  Jones                   8/7/25

Objective:  Count the entries (Entry_ID) by person on call (MD_ID) over a specified time period (we are thinking 2 weeks), and send each MD a count of thier cases over 2 weeks. And maybe flag the <= 4 entries over that shift.  Soemtimes there really were <6, but not often.

Thoughts on how best to set this up with the KISS mentality (Keep It Simple Stupid)

;^)

As always, your collective expertise is so appreciated and makes some real-world differnces!

 

 

 

 

[NiceDuck]

You may want to try this:
 

 

[NiceDuck]

Heres the sample resultI got from the email, assuming my email is assigned to the name Mark.


 

[NiceDuck]

I forgot, make sure to use HTML to the Email set instead of Plain text so that the table would look better.

[NiceDuck]

Since the the Table/list came from a table variable, I'm afraid I don't think we can modify it to simply highlight the ones that has less than 6, hence I added a 'Flag'  column instead to easily mark them.