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Shelly Cashman Access 2019 | Module 1: SAM Critical Thinking Project 1c Personal Insurance, Inc

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Shelly Cashman Access 2019 | Module 1: SAM Critical Thinking Project 1c

Personal Insurance, Inc.

CREATING AND MODIFYING TABLES AND OTHER DATABASE OBJECTS

GETTING STARTED

• Open the file SC_AC19_CT1c_FirstLastName_1.accdb, available for download from the SAM website.
• Save the file as SC_AC19_CT1c_FirstLastName_2.accdb by changing the “1” to a “2”.
  • If you do not see the .accdb file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
• Open the _GradingInfoTable table and ensure that your first and last name is displayed as the first record in the table. If the table does not contain your name, delete the file and download a new copy from the SAM website.

• PROJECT STEPS

1. Personal Insurance, Inc., is a national company that insures homeowners and renters. It also offers umbrella policies that provide additional coverage. As a regional manager, you've decided to create an Access database to better manage information on customers and policies. Create a new table with the following options:
    
   1. Change the name of the default primary key ID field to PolicyNumber, and then change the data type to Short Text.
   2. Add a new field with the name CustomerID and the Short Text data type.
   3. Change the field size of the CustomerID field to 7.
   4. Add a new field with the name PersonalProperty and the Currency data type. Save the table using Renters as the name.
2. With the Renters table still open, add the record shown in Table 1. Save and close the Renters table.

PolicyNumber	CustomerID	PersonalProperty
R10223	11004	75,000

 

3. Create a new table to store information about the homeowner clients of Personal Insurance as follows:
   1. Add a field with the name PolicyNumber and the AutoNumber data type.
   2. Set PolicyNumber as the table's primary key. Save the table with the name Homeowners but do not close it.
4. Add a second field to the Homeowners table with the field name CustomerID and the Short Text data type. Save the table and then close it.
5. Open the Customers table, and then change the name of the First field to FirstName and change the name of the Last field to LastName.
6. With the Customers table still open, change the Data Type property for the CustomerID field from Number to Short Text.
7. Add a new field to the Customers table after the PostalCode field. The new field should be named DateOfBirth and have the Date/Time data type. Save the Customers table.
8. Switch the Customers table to Datasheet View, navigate to the third record (which has a CustomerID field value of 11003), and then delete the record.
9. Navigate to the fifth record in the Customers table (which has a CustomerID field value of 11006) and change the LastName field value to Alberts. Close the Customers table.
10. You also need to view individual customer records. Create a simple form for the Customers table. Save the form with the name Customer Data Form, and then confirm that the form matches Figure 1. Close the form.

11. Create a simple query based on the Umbrella table. Include all fields from the Umbrella table in the query. Save the query with the name Umbrella Query (which is the default name), and then close the query.
12. You need to refer to a printed copy of the Umbrella table when assigning consultants to projects. Create a simple report based on the Umbrella table with the following options:
    1. Include all fields from the Umbrella table in the report.
    2. Do not include any grouping levels.
    3. Sort the report by the CustomerID field in ascending order.
    4. Select Tabular as the layout of the report and Portrait as the orientation of the report. Save the report using Umbrella Report as the name. Confirm that the report matches Figure 2, and then close the report.

13. In the Navigation Pane, change the name of the Umbrella form to Umbrella Data Form.

Save and close any open objects in your database. Compact and repair your database, close it, and then exit Access. Follow the directions on the SAM website to submit your completed project.