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Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

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Page 1: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Creating a Communications Database in Access

Chris Knauer, University RegistrarWill Espin, Associate Registrar

Page 2: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Please silence your phone.Thank you.

Page 3: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Before We Start

• Introductions•Communications DB

From the University Registrar Perspective

Page 4: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Weekly Reminder Demo

Page 5: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Some Communications Problems

Page 6: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Some Communications Problems

Problems• How do I keep a record of

what was sent and to whom?

• How do I keep track of cyclical tasks?

• How can I be sure to improve on what was done last time?

Problematic Approaches• Create an Excel spreadsheet

and link to files.– files moved or deleted

• Create an Excel spreadsheet or Outlook Calendar– not everyone can see it,

unsychronized

• Create an Excel spreadsheet

Page 7: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Project Database Template

• Downloaded Access template from Office.Microsoft.com

• Made some modifications for our use

Page 8: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Basic Structure – Project Database

Project 1

Project 2

Project 3

Page 9: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Basic Structure – Project Database

Commencement Fair

New Student Email

Academic Calendar Notification

Page 10: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Projects and Tasks

Task 1 Task 2 Task 3

Page 11: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Projects and Tasks

Commencement Fair 2013 Fall

Commencement Fair

2014 Spring

Commencement Fair 2014 Fall

Commencement Fair Project

Page 12: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Communications DB

Page 13: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Communications DB - Report

Page 14: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Communications DB – Report 2

Page 15: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Communications DB – Task (x)

Page 16: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Task (x) - Attachments

Page 17: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Task (x) – Attachments - Adding

Page 18: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Task (x) – Attachments – Adding data

Page 19: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Task (x) – Attachments – Open/Edit

Page 20: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Task – Ready to Go

Page 21: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Monday Morning Report

Page 22: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Macro – Distribute Report

Page 23: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Employees Table

Page 24: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Projects Table

Page 25: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Tasks Table

Page 26: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Creating a Project and Task Demo

Page 27: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Send Email to Get Links

Send Email to [email protected]

In the subject line type: 12345

You’ll receive links to three files:The database Back End, Front End, and this PowerPoint

Page 28: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Setting DB Up

Download and save the files into a location you’ll be able to find. I’d suggest creating a new folder on your desktop for testing, and then one on your network later for departmental use.

Link the Front End to the Back End database

Open the database FrontEnd and Right Click on the Projects table. Select ‘Linked Table Manager’

Page 29: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Table LinkingCheck all the boxes including the ‘Always prompt for new location’.

Select Ok

Page 30: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Table Linking

Locate the BackEnd database and select Open

Page 31: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Table Linking

Uncheck all the boxes and ‘Close’.

You shouldn’t have to re-do this process unless the BackEnd File location changes.

Page 32: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Front End Database

If you decide to deploy this application:

Place the BackEnd on a shared network.

Link the FrontEnd

Copy the FrontEnd and each user should have their own copy on their own computer. Each FrontEnd should remain linked properly. If you experience a problem, relink the personal copy of the FrontEnd once more to the BackEnd.

Page 33: Creating a Communications Database in Access Chris Knauer, University Registrar Will Espin, Associate Registrar

Questions?

Thank You!