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My Access Database
Matthew Coyle
 The database tracks new customized courses or
events and sends them through an approval process
 The process ends when the course has been paid for
and is 30 days after the start date of the event
 Throughout this presentation, I will show screenshots
of the database along and then a description of that
page
What it Does
The Login Screen
 This page is somewhat self-explanatory. You enter
your username and password, then hit enter to login
 Upon logging in, the database looks up your
username and corresponding password
 Your username is then logged along with the current
time to a table to track when users log in and out
The Login Screen
Main Entry Form
 I was unable to show all of this Form, and many of the
future ones because they are too long, but this is the
form where you go after signing in to enter an event
 At the bottom of the form, there are a few things I’d
like to explain. The Submit Invoice to field has the
main accountant as a default entry, but this can be
changed
 The Sold By field uses your username to auto-fill the
field and then locks the field to ensure data integrity
Main Entry Form
 Once the Submit button is clicked, there is code that
runs in the background to send an email using Gmail,
not Outlook, to the appropriate approval chain
 The approval chain is determined by that department
was selected at the top of the form through a pick list
(not shown due to size)
 Next I will show the Approval Process
Main Entry Form
Main Login Form
Approver Login
 Upon Clicking the Approver button on the main Login
Form, you will be taken to the Approver Login Form.
This Form requires Approvers to enter their login and
password, and then click their button
 Approvers only have one button in each chain, some
have one is each chain
 They know when to login through the email
notification sent by the main entry form earlier
Approver Login
Approver Form
 This is similar to the main entry form, except everything is
locked except for the Approver fields at the bottom
 If approved, the date is entered using a calendar, and the
Submit Approval button is clicked notifying the next
approver. If not, the textbox is used to describe why it was
rejected, and corrections can be made
 Entries are found using a pick list from a query at the top of
the form. The query shows the name of the event, and the
start date, incase there are multiple entries with the same
name
Approver Form
 After the approval process is complete, an email is
sent to Accounting to have them go in and fill in their
information
 Each email informs the next person in the chain of
what event is up for their approval, and what
department it is under. It does this by pulling the info
from the fields of the sub form
 Every Approver form has a sub form behind it to pull
the data from, this was done to resolve linking issues
Approval Process
Accounting
Accounting Form
 Once Logging in, the accountant then selects the
department they wish to go under, this is told to
them in the email
 Each button uses a pick list with a query to filter the
result to only that department and again, to only
those not 30days past the start date and those that
have not been completed/paid for.
Accounting Form
Accounting Form (top)
Accounting Form (bottom)
 The Pick list shown at the top of this form is used in many of
the other forms to serve the same function, filtering and auto
filling the fields based on the selection
 For the Accountant, all the cells are locked except the bottom
4. They are usually filled over time, which is why they have
until 30 days after the start of the event
 Upon completion, an email is sent to the department head
notifying them that the event has been paid for and to start
the process of making the event a reality
Accounting Form
Attachment Form
Attachments (top)
Attachments (bottom)
 This is just like the main entry form except that you
have to select the entry using the picklist at the top,
and then everything is locked except the attachments
and notes fields
 Doing this ensures data integrity and that one person
cannot just alter the data to say the sale was for more
or less money, or made by someone else.
Attachments
Viewing Entries
Viewing Entries (by date)
View Entries (by name)
The Actual Report
 By Clicking the view report button, you will be taken to a
screen where you can view all entries made, filtered by
department and then within a date range. The date range
is inclusive so the endpoints will show up
 If the department is left blank, it shows all the
departments, the date range must be specified though
 Viewing in this was will only show entries that have been
completed/paid for
Viewing Entries
 By Clicking to search by name on the form , you will be
taken to a new form that will allow you to view a report of
a certain company, based on the name
 This report will show you all of that companies entries, no
matter what step of the process they are in
 The Report shows up in print preview mode and new
entries are selected by using the navigation buttons at the
bottom of the page
View Entries
The Admin Page
Admin Page
 This page is not a “pretty” as the others, but it is built for
functionality.
 The buttons are self-explanitory, add location and room will
add a location and a room to the appropriate table that can
then be used when making an entry
 Edit Users and Entries will allow an admin to edit User info
such as username/password. And Edit Entries allows the
changing of data incase something was entered incorrectly
Admin Page
 The Login search will pull up a new form to enter a
date range to see who has logged in and at what
time. This date range in not inclusive because it shows
the exact time.
 This will show only when someone logged into the
main entry form, the Attachment login will show the
same information, but only for when someone went
to the attachment form.
Admin Page
Login Search
Login Search
 Finally I am going to leave you with some images of
the code behind the work
 Much of it will need to be covered up to protect
passwords and such, but I will show what I
can…enjoy
Some Code
Code
Code
More Code
Last Bit
 From the code, you may or may not be able to tell what it is
doing, but on the last slide before this one, the reason it is
looking up the login is to run the action queries.
 These queries are what allows the tracking of users and
when they log in and out, and to do this, they need the
username.
 Overall, this was an amazing learning experience and I
believe a huge success for my first database. I can only get
better from here, so I am excited to see what more I can do.
Final Thoughts
Thank you for Watching

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My Access Database

  • 2.  The database tracks new customized courses or events and sends them through an approval process  The process ends when the course has been paid for and is 30 days after the start date of the event  Throughout this presentation, I will show screenshots of the database along and then a description of that page What it Does
  • 4.  This page is somewhat self-explanatory. You enter your username and password, then hit enter to login  Upon logging in, the database looks up your username and corresponding password  Your username is then logged along with the current time to a table to track when users log in and out The Login Screen
  • 6.  I was unable to show all of this Form, and many of the future ones because they are too long, but this is the form where you go after signing in to enter an event  At the bottom of the form, there are a few things I’d like to explain. The Submit Invoice to field has the main accountant as a default entry, but this can be changed  The Sold By field uses your username to auto-fill the field and then locks the field to ensure data integrity Main Entry Form
  • 7.  Once the Submit button is clicked, there is code that runs in the background to send an email using Gmail, not Outlook, to the appropriate approval chain  The approval chain is determined by that department was selected at the top of the form through a pick list (not shown due to size)  Next I will show the Approval Process Main Entry Form
  • 10.  Upon Clicking the Approver button on the main Login Form, you will be taken to the Approver Login Form. This Form requires Approvers to enter their login and password, and then click their button  Approvers only have one button in each chain, some have one is each chain  They know when to login through the email notification sent by the main entry form earlier Approver Login
  • 12.  This is similar to the main entry form, except everything is locked except for the Approver fields at the bottom  If approved, the date is entered using a calendar, and the Submit Approval button is clicked notifying the next approver. If not, the textbox is used to describe why it was rejected, and corrections can be made  Entries are found using a pick list from a query at the top of the form. The query shows the name of the event, and the start date, incase there are multiple entries with the same name Approver Form
  • 13.  After the approval process is complete, an email is sent to Accounting to have them go in and fill in their information  Each email informs the next person in the chain of what event is up for their approval, and what department it is under. It does this by pulling the info from the fields of the sub form  Every Approver form has a sub form behind it to pull the data from, this was done to resolve linking issues Approval Process
  • 16.  Once Logging in, the accountant then selects the department they wish to go under, this is told to them in the email  Each button uses a pick list with a query to filter the result to only that department and again, to only those not 30days past the start date and those that have not been completed/paid for. Accounting Form
  • 19.  The Pick list shown at the top of this form is used in many of the other forms to serve the same function, filtering and auto filling the fields based on the selection  For the Accountant, all the cells are locked except the bottom 4. They are usually filled over time, which is why they have until 30 days after the start of the event  Upon completion, an email is sent to the department head notifying them that the event has been paid for and to start the process of making the event a reality Accounting Form
  • 23.  This is just like the main entry form except that you have to select the entry using the picklist at the top, and then everything is locked except the attachments and notes fields  Doing this ensures data integrity and that one person cannot just alter the data to say the sale was for more or less money, or made by someone else. Attachments
  • 28.  By Clicking the view report button, you will be taken to a screen where you can view all entries made, filtered by department and then within a date range. The date range is inclusive so the endpoints will show up  If the department is left blank, it shows all the departments, the date range must be specified though  Viewing in this was will only show entries that have been completed/paid for Viewing Entries
  • 29.  By Clicking to search by name on the form , you will be taken to a new form that will allow you to view a report of a certain company, based on the name  This report will show you all of that companies entries, no matter what step of the process they are in  The Report shows up in print preview mode and new entries are selected by using the navigation buttons at the bottom of the page View Entries
  • 32.  This page is not a “pretty” as the others, but it is built for functionality.  The buttons are self-explanitory, add location and room will add a location and a room to the appropriate table that can then be used when making an entry  Edit Users and Entries will allow an admin to edit User info such as username/password. And Edit Entries allows the changing of data incase something was entered incorrectly Admin Page
  • 33.  The Login search will pull up a new form to enter a date range to see who has logged in and at what time. This date range in not inclusive because it shows the exact time.  This will show only when someone logged into the main entry form, the Attachment login will show the same information, but only for when someone went to the attachment form. Admin Page
  • 36.  Finally I am going to leave you with some images of the code behind the work  Much of it will need to be covered up to protect passwords and such, but I will show what I can…enjoy Some Code
  • 37. Code
  • 38. Code
  • 41.  From the code, you may or may not be able to tell what it is doing, but on the last slide before this one, the reason it is looking up the login is to run the action queries.  These queries are what allows the tracking of users and when they log in and out, and to do this, they need the username.  Overall, this was an amazing learning experience and I believe a huge success for my first database. I can only get better from here, so I am excited to see what more I can do. Final Thoughts
  • 42. Thank you for Watching