Installation and Startup

• Download file to hard drive
• Double click to start the database
• Enter program and user passwords

System Requirements

• MS Access 2000 or later
• Shared Hard Drive

Setup

• Enter User and Team names
• Modify or create new Item Types and Categories
• Enter Project and other information as needed

Structure

• Table of "Items" (issues)
• Project Definition Table
• Meeting Tables
• Name, Team, Category, etc. tables
• All tables linked

Functions

Fields for each Item

• Manage issues and lists of any type
• Quickly convert an issue from a sticky note to a job, decision, announcement, etc.
• Update any field at any time
• Create multiple projects with different levels of sophistication
• Link project tasks to issues and meeting notes

• Author
• Responsible Person
• Responsible Team
• Due Date
• Priority
• Impact
• Date Created, Changed
• Item Type, Category

• Resolution
• Client Name
• Product Name
• Discussion
• Meeting Minutes
• Project Information
• Approval Name, Date
• Hyperlinks

Features

- Shared, integrated database - Table driven - Combines project documentation with routine management - Searchable database of meeting minutes - Consistent form and report design minimizes training - Replaces dozens of forms, templates and files

Reports by -

- Author - Responsible Person - Responsible Team - Project - Client - Item Type - Category - Statistics by Project/Team, Product/Problem - Specialized reports for FAQs, Announcements, Product RFP, Contract Terms and Requirements

Example Item Types

Example Categories