
In this
Microsoft Access tutorial you will learn how to build a database to
manage your assets. You will learn how to create grouped
assets (with unlimited grouping levels), track locations, owners,
values, and keep a complete log of changes to the asset's
history. Topics include:
- Develop
proper asset management tables, queries, and forms - Create
asset groupings (unlimited parent / child relationships)
- Track asset owner, location, condition, values, serial number,
more. - Maintain a change history for any changes to
asset |
Click here to watch the
first full lesson of the Seminar in our Online
Theater:


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Here's What
You'll Learn
This database covers all of the basics
for tracking assets. We'll begin by creating our asset table and
form where you can store all of the information you need about each
asset: owner, location, condition, notes, serial number, acquired date
and value, current date and value, and retired date and value, and more.

Then we will expand that and create a
one-to-many relationship between assets themselves. This way,
each asset can be a child of another asset. This allows you to
create asset groups. Take, for example, a computer system. It may have a
hard drive, processor, keyboard, memory, etc. Each of these are
individual assets, and they all belong to the parent asset, which
is the computer itself. The parent can have its own serial number,
location, owner, etc.

You can double-click on any of the child
assets in the subform to open up that specific asset's
information. You can also double-click on either the owner or the
location combo boxes to open up the details for those entities.

You will learn enough VBA code and
SQL to be able to hide or recolor certain fields
based on their values (for example, change an asset name to blue if it
has a parent record, or hide the location if it doesn't exist). We will
also build our own subroutine to log any changes to any fields we
wish to track in our history log.

If you want to note when a change
was made to, for example, the asset's location, you can track
that in the history log.

That's what we cover in Part 1 of
the seminar. I wanted to build this database to include all of the
features that most people will use. I will be adding a lot more in
Part 2 of the seminar, based on user feedback. Additional topics to
be covered in Part 2 may include:
- Placing
assets into multiple classifications (equipment, furniture,
etc.) - Attachments (scanned invoices, warranty info,
pictures, etc.) - User-defined fields for each asset -
Generate and scan barcodes (may be a separate seminar) -
Search form - all major fields - Move groups of assets from
one parent to another - Quick check-in screen for newly
acquired assets - Unallocated assets form (no owner or
location) - Future maintenance reminders / log - Report on
asset transactions (changes) between dates - And more, again
based on user feedback from Part 1. |
If you want to be able to track assets in
Microsoft Access, this is the perfect seminar
for you. You will learn everything mentioned above. You will have
access to the full database that we build in class with all of these
features. If you have any question whether this seminar is right for
you, please feel free to
contact me.

Access
Asset Management Seminar Outline
for Part 1
00. Intro (7:55)
01. Setup Core Tables (27:10) AssetT
EntityT HistoryT ConditionT Query for Entities Based on Available Info
EntityQ
02. Setup Core Forms (26:10) EntityF EntityListF
Double Click to Open EntityF Search Box in List Form Enter Assets in Table
Assign ParentID Create AssetF Make Combo Boxes
03. Asset List &
Child Subform (35:09) Create Asset List Form Create Child Subform
Click to Open Selected Asset Recolor Fields Based on Values Hide Owner,
Location for Children
04. History Log (16:58) Track Changes to
Any Asset Note Field Values in Log Table Create LogIt Subroutine VBA /
SQL INSERT INTO
05. Topics for Part 2 (10:39) List of Topics to
Cover Next
06. Review (5:09)

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