Passing On Database Upkeep Suggestions

Reese

Registered User.
Local time
Today, 13:13
Joined
Jan 13, 2013
Messages
387
At some point in the next several months I will be leaving my current job and currently I am the only staff member knowledgeable in the management, upkeep and troubleshooting of Access databases.

I am writing documentation, trying to simplify and streamline update processes, and--after I give my 2 weeks notice--I will show others some basics.

Has anyone been in a similar situation and have any suggestions on how I can make database upkeep easier for the others?
 
It would seem that the data base may not be critical to the operation/viability of your organization. What happens if you had an accident now that kept you from work for a period of time?
Documentation starts with database planning. Why has no one else been involved to date?
Tell us more of the organization and its approach to documentation, training, survivability.
Who was involved in identifying a need for the database? Who participated in the design and acceptance of the design? Who did the testing? Did anyone create an operations manual or training materials (video/powerpoint...)?
 
Lol, well you just turned a simple general question into something much more complex. I was just looking for a suggestion or two. But if you really want it, here we go:

It would seem that the data base may not be critical to the operation/viability of your organization. What happens if you had an accident now that kept you from work for a period of time? ...Why has no one else been involved to date?
Trust me, it is critical now that it has been implemented. We are just incredibly short staffed and we're all focused on so many things so I'm the only one focused on this particular project. I'm not IT or administrative. I am an environmental educator at a small zoo who just so happens to be good with computers. I knew nothing about Access and have been learning everything from the ground up for the past 2 years in order to create the database, in between my normal duties of facilitating education programs, booking events, and designing lesson plans.

Tell us more of the organization and its approach to documentation, training, survivability.
The database is to manage our educational programs. When a client calls to request a program, we enter their information (or pull it up if they are already in the database), create an entry for the program and enter the appropriate information. After booking, the database helps us track and record income, programs, number of participants and a lot of other detailed information. This information allows us to better track our performance, make booking return clients easier and gives us a lot more information that we can use to better target and serve our client base and to apply for grants.

Who was involved in identifying a need for the database? Who participated in the design and acceptance of the design? Who did the testing?
I was the person to come up with the initial idea (before we simply had physical invoices for each individual program and a spreadsheet for income and participants), and to create the database. I had limited input from the others regarding the purpose, abilities and what information should be reported.

I instructed the other education staff member in how to book and update programs and to print out the reports, but I've been the only one to do the behind-the-scenes, coding, management and testing. She told me if she found any bugs and I fixed them.

Did anyone create an operations manual or training materials (video/powerpoint...)?
I admit that I should of been more diligent about documenting from the beginning but, like I said, I was stretched thin as it is. I am currently working on instructions for how to update the behind the scenes stuff. It's just going to be a word document; I don't have time to dedicate to video/slideshow, etc. And that's where I started this thread.

I have also left a "Access for Dummies" book, will leave them access to this account and I am creating ways to simplify updates. For example, instead of using value lists for combo boxes, I created a table that includes those values and which can be more easily changed.


I was hoping to spare everyone all of those details. I was just looking for some ideas, not a full blown plan of action. But if, after learning all of those details, you have some more specific ideas, I'd love to hear them! Thanks!
 
Last edited:
I see a golden opportunity for a $250/hour consulting service LOL.
 
Lol. Do you mean for me to be the consultant or for us to hire one?

Because if it's the former, then it's one possibility I'm looking into. If it's the latter... if we could afford that we'd be hiring another education staff person because that would be more important.

As for passing on the torch, like I said, I'm currently writing a manual. But if anyone knows of a website or other service that has screenshots, etc. to point out where features are in Access and what they do, I'd greatly appreciate that.
 
I was in that situation once. I designed an Access db (first one actually) and then worked on it for a few years. It became an integral part of the business - but nobody but me knew how to maintain or update it. Once it was in use (by about 20-30 users) I could not conceive of how the department could operate without it.
When I gave 2 weeks notice I told my supervisor I'd sit of down with him or anybody else and show them what they needed to know to keep the db up to date and functioning.
I waited for the 2 weeks and nobody showed up in my cube for the "tour".
That was about 12 years ago.
As far as I know, they are still in business.
When a ship movies through the water, the water closes up again when the ship has passed.
 
When a ship movies through the water, the water closes back up again when the ship has passed.

I like that phrase! Is it yours or did you quote it from somewhere?
 
I like that phrase! Is it yours or did you quote it from somewhere?
Thanks! Well - I just made it up. I don't think I'm quoting anybody but I can't rule it out.
 
Reese,
What info would you like to have if you were coming into this situation (rather than leaving)?
Here's a guide.
 
Thanks for the link jdraw. I'll look into it.
 
Lol. Do you mean for me to be the consultant or for us to hire one?

Because if it's the former, then it's one possibility I'm looking into. If it's the latter... if we could afford that we'd be hiring another education staff person because that would be more important.

The former of course :D

Look up "technical writing" - That may give you a good idea on how to go about your manual
 
I shouldnt worry. They will be able to pay someone to sort things out.
 

Users who are viewing this thread

Back
Top Bottom