We go through standard checklists for our clients each month. This is largely a manual process, which is ok. However, the generation of the actual checklists is a pain in the ass. Sometimes we'll add a new item that we want to look at for each client and end up going through 100 Excel spreadsheets adding this item.
The easier the better on this one - if it can be done with Excel or Access, cool. If there is a web app to do this, even better. I can also handle things like Crystal Reports or whatever if it's easier tying things together that way.
Let's say we have 500 "checks". I want each client to have a page of all of those 500 checks in which I can scroll down and check off the ones that we want to perform for them. Each month I generate this punch list. It's OK if it's printed out even, most of our clients prefer these types of checks in writing (compliance/regulatory)
How would you guys do this ?
The easier the better on this one - if it can be done with Excel or Access, cool. If there is a web app to do this, even better. I can also handle things like Crystal Reports or whatever if it's easier tying things together that way.
Let's say we have 500 "checks". I want each client to have a page of all of those 500 checks in which I can scroll down and check off the ones that we want to perform for them. Each month I generate this punch list. It's OK if it's printed out even, most of our clients prefer these types of checks in writing (compliance/regulatory)
How would you guys do this ?