A computer-implemented method for recording an asset survey or
installation, comprising storing data received from an electronic
database in an independent spreadsheet application operable on a portable
electronic device, the data including identifying information for new
and/or old assets and an employee listing. At least one field of the
independent spreadsheet application is prepopulated with a set of data
displayed in a drop down menu when the independent spreadsheet
application is not operably connected to the asset management database. A
variable is selected from the set of data presented in the drop-down menu
associated with the at least one field displayed on the independent
spreadsheet when the independent spreadsheet application is not operably
connected to the asset management database. The selected variable is
stored as a record located in a storage worksheet of the independent
spreadsheet application when the spreadsheet application is not operably
connected to the asset management database. The record is transferred
from the independent spreadsheet application to the asset management
database in accordance with controls stored in a control worksheet of the
independent spreadsheet application that control the manner of exchange
of data with the asset management database.