Business Information Systems BT2003 The DreamHome Case Study Student: Terence Smith Lecturer: G20109733 Mr. S Jackson BT2003 Dreamhome Contents Contents Contents ....................................................................................................................................... 2 Introduction.................................................................................................................................. 2 Technical Requirements............................................................................................................... 2 Starting......................................................................................................................................... 3 Structure ....................................................................................................................................... 4 Reports ......................................................................................................................................... 5 System Maintenance .................................................................................................................... 6 Branch Details...................................................................................................................... 7 Staff Details ......................................................................................................................... 7 Property for Rent.................................................................................................................. 8 Owner Details ...................................................................................................................... 8 Renter Details....................................................................................................................... 9 Lease Details ...................................................................................................................... 10 Advertisement Details........................................................................................................ 10 Newspaper Details ............................................................................................................. 10 Viewing Details ................................................................................................................. 11 Inspection Details............................................................................................................... 12 Enquiries Submenu .................................................................................................................... 13 Introduction This report covers the user instructions for the database DREAMHOME. The section is designed for an employee within the estate agents Dreamhome. Technical Requirements The system requires a computer capable of running Microsoft Office 2002. DREAMHOME was developed using Microsoft Access 2002 and must be included in the installed package. T.B. Smith Page 2 of 14 BT2003 Dreamhome Starting Starting After first turning on the computer you will be presented with the local desktop. On the desktop the following icon will be displayed. DreamHome.mdb.lnk (fig.1) Clicking on this icon will open the Dreamhome package. You will be presented with this screen. (fig 2.) (fig 2) This is the main menu from which all functions are available. As the diagram shows, there are three areas. 1. Reports Submenu 2. System Maintenance 3. Enquiries Submenu The structure and layout of the programme is as follows. T.B. Smith Page 3 of 14 BT2003 Dreamhome Structure Structure Main Menu Maintenance Branch Enquiries Reports Property managed by staff Staff member at each branch Property / Renter requirements Supervisors at each branch Staff Owners Renter Lease Adverts for properties Adverts in newspapers Advertisements Comments on properties Properties at each branch Renters at each branch Return Newspapers Lease agreements Viewing Inspections Inspection Return Properties Return (fig 3) T.B. Smith Page 4 of 14 BT2003 Dreamhome Reports Reports Clicking on the Reports Submenu button opens a second level menu (fig 4) containing a number of reports. To get back to the main menu from any of the submenus, click on the ‘Return to Main Menu’ button. (fig 4) Four reports are available by clicking on the buttons on the left of the screen. An example page showing the report generated by choosing report three is displayed here. (fig 5) . (fig 5) T.B. Smith Page 5 of 14 BT2003 Dreamhome System Maintenance System Maintenance The second submenu available from the main menu is the System Maintenance menu. Clicking on one of the buttons opens a form relevant to the button label where you are able to enter all the details required by the system. Example screens follow. (fig 6) All the screens in this section operate in the same way. In the header section there are a number of buttons as shown here. T.B. Smith Page 6 of 14 BT2003 Dreamhome System Maintenance Branch Details This screen (fig 7) is used to enter details of any branch DreamHome. of Details are filled in simply by clicking on the new record button and entering the information in the text (fig 7) areas on screen. The form can also be used to recall records of branches already created. Click on the down arrow under [Branch Search] on the right hand side of the screen to see a list of all branch numbers along with the city or town in which the branch is situated. Select one of the branches and the full details will be displayed in the form to the left. Once displayed, all details can be edited. Staff Details All details of the staff are entered through this form (fig 8). Two dropdown menus are located under [Employee Search]. The first search option is staff number and the second is staff name. To assist in (fig 8) locating the correct staff member both surname and first name are displayed under staff name. The screen is divided into personal and employment details. T.B. Smith Page 7 of 14 BT2003 Dreamhome System Maintenance Property for Rent The form shown here is split into four sections. The details of the property itself are all together at the top left hand side of the screen. The top right hand panel holds the branch information to which the property is allocated. The staff member responsible (fig 9) for the property is held in the lower left hand panel while information on the owner of the property is detailed in the lower right hand panel. Data can be entered into the [Property Details] and [Staff Responsible] sections but not into the remaining sections. These are provided for information only and are locked. To change ownership or branch details, the correct form must be used. Owner Details The Owner Details form allows details of both owners and their properties to be entered. This form has three purposes. 1. Entering new owners. To enter a new owner, click on the add record button on the button bar. Ownership details can be added in the top left part of the form. Once completed the owner’s property is entered in the form across the bottom of the screen. 2. Looking up existing owners. The top right hand section of the form contains a drop down box labeled [Owner name]. Clicking on this box lists all owners in alphabetical surname order. Selecting an owner will display all information regarding that owner. T.B. Smith Page 8 of 14 BT2003 Dreamhome System Maintenance 3. Adding new properties. If an owner adds a new property to his/her portfolio, the property will be added here. Use the drop down box to display the relevant owner and click in the PropertyID field adjacent to the * under [Properties Owned]. Details can then be added using the TAB key to advance across the fields. (fig 10) Renter Details This form works in the same way as the other forms. Details of the renter are entered in the top left hand section with the preferences of the renter in the lower left hand side. Under [Renter Search] is a drop down box listing the renter (fig 11) by name. Using this feature recalls particular renter details which can then be edited. T.B. Smith Page 9 of 14 BT2003 Dreamhome System Maintenance Lease Details Continuing the theme, the [Lease Details] form follows the same format as other forms. Use the [Add Record] button to start recording a new lease. Enter the details of a lease taken out in the left hand (fig 12) section. The right hand section holds the property details to which the lease appertains. Advertisement Details The [Advertisement Details] form is used to enter details advertisements of placed in newspapers. All fields can be duplicated except the Advert No. which (fig 13) has to be unique. Add and delete records using the buttons on the button bar. Newspaper Details The [Newspaper Details] form is used to record details of the newspapers DreamHome used by when advertising properties for let. All information is entered into the left (fig 14) hand panel. The right hand panel under [Newspaper Search] contains a drop down box which T.B. Smith Page 10 of 14 BT2003 Dreamhome lists the newspapers stored in the data base. System Maintenance This can be used to recall information on newspapers if details need to be changed. i.e. new contacts. As new publications are added to the database the drop down list will automatically expand to accommodate the added newspapers. Viewing Details The [Viewing Details] form is similar in construction to the [Owner Details] form. It is used to record details of viewings carried out at a specific property. There are three ways in which this form can be used. 1. New properties can be created by clicking the [Add] button and details entered into the form. 2. Existing details can be recalled by using the drop down box under [Property Search]. Choosing a property here will recall both the property details along with information on the viewings previously carried out. These show in the table at the bottom of the screen. 3. Viewing details are added by recalling the property, as in point two, and clicking the RenterID field next to the *. Use the [TAB] key to move across the form. (fig 15) T.B. Smith Page 11 of 14 BT2003 Dreamhome System Maintenance Inspection Details The [Inspection Details] form is used to record details of inspections carried out at a specific property. There are three ways in which this form can be used. 1. New properties can be created by clicking the [Add] button and details entered into the form. 2. Existing details can be recalled by using the drop down box under [Property]. Choosing a property here will recall both the property details along with information on the inspections previously carried out. These show in the table at the bottom of the screen. 3. Inspection details are added by recalling the property, as in point two, and clicking the StaffID field next to the *. Use the [TAB] key to move across the form. (fig 16) T.B. Smith Page 12 of 14 BT2003 Dreamhome Enquiries Submenu Enquiries Submenu The third submenu available from the main menu is the Enquiries Submenu. Clicking on one of the buttons opens a report relevant to the button label. Most of the enquiries will open one or two [Enter Parameter Values] boxes. In the box a question relevant to the enquiry will be displayed. (fig 17) In the example shown here (fig 18), the enquiry is asking ‘how many rooms’ and refers to [Enquiry 2]. By entering a specific number - say 5 - the enquiry will list all properties with five rooms available for rent. (fig 18) (fig 19) T.B. Smith Page 13 of 14 BT2003 Dreamhome Enquiries Submenu Parameters required by the enquiries are: 1. Enquiry 1 Properties managed by staff. 2. Enquiry 2 Properties by renter requirement 3. 4. 5. 6. 7. Enquiry 3 Enquiry 4 Enquiry 5 Enquiry 6 Enquiry 7 T.B. Smith Adverts for specific properties Adverts in specific newspapers Comments on specific properties Lease agreements on properties Inspections for specific properties Enter staff surname Enter number of rooms Enter type of accommodation Enter property number Enter newspaper name Enter property number Enter property number Enter property number Page 14 of 14