THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: May 24, 1991 07:48 AM Friday; Rod Welch

Further work on meeting with Morris yesterday.

1...Summary/Objective

ACTION ITEMS.................. Click here to comment!

1...We need to change Help to explain this.

CONTACTS 

SUBJECTS
Chips, Using SDS for Management Support
Subject & Contact Reports
Report by Subject/Contact, 910523

0705 -    ..
0706 - Summary/Objective
0707 -
070701 - A little more thinking on this today from ref SDS 1.
070702 -
070703 - We need a place to make "committee" assignments, and a simple direct
070704 - way to apply same in SDS records according to which person within each
070705 - group is assigned to what "subject" task.
070706 -
070707 - We could use an "employee number" or a CNS number.  These are not
070708 - necessarily the same.
070709 -
070710 - Actually, now that I think about it, this is precisely the objective
070711 - of the Contacts system, to let an executive create different Summaries
070712 - of the same people for different types of stuff.
070713 -
070714 - At least the Diary portion can be done probably okay, although we need
070715 - to revise the Contacts a little to take advantage of the additional
070716 - fields we have in a Contact ID #.
070717 -
070718 - We will use the fields in columns 1 - 4 to define various "committees"
070719 - which can then be used to assemble Summaries from which Control fields
070720 - can be tagged in the Doc Log field using the present procedure for
070721 - assigning contacts to documents.  Then we can do reports on particular
070722 - groups, and everyone in the group will be included, presto!
070723 - Alternatively, we can do a report on individuals.
070724 -
070725 - Even "nested" groups can be supported.
070726 -
070727 -
0708 -

SUBJECTS
Chips, Using SDS for
Management Support
Convert Schedule to Diary, 910523
Convert Schedule to Diary, Conflicts with Present Practice
Make new records/link records

1208 -
120801 - Had to revise my understanding regarding the "print" operation
120802 - failure, since I realized today that it did not occur with respect to
120803 - the Schedule Summary.  It happened in the SI.
120804 -
120805 - Did more work explaining Morris' failure to convert performed tasks,
120806 - like assignments, into Diary records, from report on 910523.
120807 - ref SDS 2 9441  This is related to data linkage, he was not doing that
120808 - either, i.e. using performed records to make new scheduled tasks,
120809 - also, reported in another record on 910523. ref SDS 1 2736
120810 -
120811 - We need to change Help to explain this.
120812 -
120813 -
1209 -
1210 -