CONTACTS 
0201 - Kwan Henmi Arch & Planng           415 626 6766
020101 - Mr. Denis Henmi; Principal

SUBJECTS
Kwan Henmi SDS
Training

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Did additional training and discussed scope of possible SDS
040602 - application at Kwan Henmi.
040603 -
040604 -     1.  Configure printer - cannot do this until Thursday
040605 -     2.  Print SDS Memos
040606 -     3.  Write letter
040607 -     4.  Function Keys - Help
040608 -     5.  Lessons 2 & 3.
040609 -
040610 -
040611 -
040612 -
040613 -
0407 -
0408 -
0409 - Progress
0410 -
041001 - Group Manager
041002 -
041003 - Denis remembered his password.  He also tried to correct his name.
041004 - For some reason I entered it as "Ken" instead of "Denis."  He made a
041005 - new set of SDS records.
041006 -
041007 -    I fixed this using Executive Services, but forgot to remove the new
041008 -    SDS program set he created.  I need to do that on Thursday.
041009 -
041010 -
041011 - Keyboard
041012 -
041013 -
041014 -     Capitals
041015 -
041016 -     This is better today.  All of his task descriptions begin with
041017 -     capitals.  Some of the proper names omit capitals, but it is
041018 -     better today.
041019 -
041020 -
041021 -     Function key with left hand
041022 -
041023 -     He is doing better at this today.  I explained the advantage of
041024 -     using two hands, for functions like Ctrl F10, Shift F10, but that
041025 -     most other functions can be used more easily with the left hand.
041026 -
041027 -
041028 - Schedule
041029 -
041030 - Denis is keeping his performed tasks at top of file, per our
041031 - discussion last Friday, ref SDS 6 line 041014.  He said he used F4
041032 - and F5 to move the tasks.
041033 -
041034 -
041035 - SDS Lessons 1 & 2
041036 -
041037 - We went through these in detail, found most of the material has been
041038 - covered in prior lessons, except for printing.
041039 -
041040 -
041041 - Printing
041042 -
041043 - We could not print anything today, becasue his hardware is not
041044 - configured (see Hardware Support, below).
041045 -
041046 - This should be available on Thursday, so we can print a few memos and
041047 - letters.
041048 -
041049 -
041050 -     SDS Memos - F1 Ctrl F5
041051 -
041052 -     Showed how any SDS record can be converted into a format for
041053 -     printing using F1 Ctrl F5.
041054 -
041055 -     Reviewed the various published document fields that correlate to
041056 -     the standard SDS record format, including the date header that
041057 -     becomes the "RE" field, the User Name, that becomes the "From"
041058 -     field.
041059 -
041060 -          Alternate letterheads
041061 -
041062 -          Explained how this is derived from the Contact record,
041063 -          discussed below under "Contacts", so the letterhead is set
041064 -          to the last letterhead used to write a letter.
041065 -
041066 -
041067 - Writing Letters
041068 - Document Log - F1 F8 Format
041069 -
041070 - We went through an exercise where he filled out the doc log spec for
041071 - writing a letter.
041072 -
041073 - Explained and demonstrated how F1 F8, which makes the outline and time
041074 - stamp feature, discussed at ref SDS 6 line 041801, and under "Follow
041075 - Up Procedures", below, also creates the Doc Log format when used in
041076 - the Reference field.  Denis saw how F1 F8 changes the color of the
041077 - screen, so he can tell he is in a special mode.  Showed him how the
041078 - profile indicator in the top left corner changes to "Doc Log...".
041079 -
041080 -      Scrolling Doc Log Choices - F8
041081 -
041082 -      Showed how after pressing F1 F8, to call the Doc Log profile, F8
041083 -      scrolls through the 4 choices of Doc Log formats and fills out
041084 -      most of the document id automatically.
041085 -
041086 -
041087 -      F1 or ESC - Restores Profile
041088 -
041089 -      Had Denis step out of Doc Log profile, by pressing F1 twice, or
041090 -      ESC once.  This makes format ready to complete document specifi-
041091 -      cation.
041092 -
041093 -
041094 -      Document File Specification - F1 Alt F1
041095 -      Integration with Subject Control Field
041096 -
041097 -      Showed how the remainder of the Doc specification is filled
041098 -      automatically by selecting the "Project" code using from the
041099 -      Control Field line, using F1 Alt F1.
041100 -
041101 -          This requires that the Control Field has been posted from the
041102 -          Subject Index with the appropriate code.
041103 -
041104 -          Reviewed how the Doc Log format, and its contents are all
041105 -          seletec automatically, to avoid error caused by personal data
041106 -          entry, discussed at ref SDS 1 line 041257.
041107 -
041108 -
041109 -      Secondary Doc Log Fields - F8
041110 -
041111 -      After we filled out the primary Doc Log fields, explained above,
041112 -      Denis scrolled the screen with F8.  The first position is where
041113 -      the description of the document can be entered in narrative
041114 -      fashion.
041115 -
041116 -      Pressing F8 again places the cursor on the "From" field.
041117 -
041118 -          "From" - Contacts
041119 -          -----------------
041120 -          This is filled out by opening the Contacts menu (Shift F10,
041121 -          then Tab, Tab, and press Enter).  Open the Contacts Summary
041122 -          for the organization sending the letter, ususally in this
041123 -          case, Kwan Henmi, so by typing "kw", and pressing <Enter>,
041124 -          the Contacts Summary is opened to Kwan Henmi.  Then just
041125 -          press <Enter> again.  This loads the Contact ID for the
041126 -          organization and the writer, into the "From" field.
041127 -
041128 -              Return Address Letterhead
041129 -
041130 -              I explained how the "From" field is used by SDS to
041131 -              create a letterhead for writng letters and sending SDS
041132 -              memos, per discussion below under "Contacts" -- see
041133 -              "Letterhead Format."
041134 -
041135 -
041136 -          TO - Addressee
041137 -
041138 -          The cursor is automatically, moved to the "TO" field.  Denis
041139 -          opened the Contact menu again to select the organization to
041140 -          receive the letter, using same procedure for selecting
041141 -          "From", discussed above.
041142 -
041143 -
041144 -      Opening & Writing Letter - Enter
041145 -
041146 -      After entering the "TO" address, Dennis pressed F8 until the
041147 -      main SDS data entry area was on the screen again.  F8, just
041148 -      scrolls the file right.
041149 -
041150 -      Press F2, to save the current spec, and then press <Enter> to
041151 -      open the letter.
041152 -
041153 -
041154 -          Letter Format File
041155 -          Automated Data Entry
041156 -
041157 -          The letter is set up with the return address in the
041158 -          letterhead, formatted according to the "From" field in the
041159 -          Doc Log.
041160 -
041161 -              Organization Standard Letterhead - Alt F4
041162 -
041163 -              Denis asked if KH's standard letterhead stock can be
041164 -              used, in place of the one generated by SDS.
041165 -
041166 -              I showed him how to use Alt F4, in the letter format
041167 -              file, to create a blank letterhead, so regular
041168 -              letterhead stock will work.
041169 -
041170 -                  Custom Left Margin
041171 -
041172 -                  Denis would like to evaluate a custom left margin
041173 -                  to suit his practice of lining the left margin with
041174 -                  an element of his letterhead paper.  We measured and
041175 -                  found the left margin needs to be moved about 150
041176 -                  dots to the right, which is about 7 characters.
041177 -
041178 -
041179 -          The letter is dated, and a Doc Log ID is entered from the
041180 -          spec entered in the SDS record.
041181 -
041182 -          The letter is addressed according to the "To" field in the
041183 -          Doc Log, and the salutatoin (i.e. Dear John,) is entered.
041184 -
041185 -          A signature block is entered according to the "From" field.
041186 -
041187 -              User Date Entry
041188 -
041189 -              The User need merely write a Subject statement, and
041190 -              write the letter.
041191 -
041192 -
041193 -          Writing
041194 -
041195 -          Showed Denis that writing works the same as with SDS
041196 -          records, just start typing.  He typed a few lines, to get
041197 -          the feel of it.
041198 -
041199 -
041200 -      Could not print this because the printer connection on his
041201 -      computer is broke.
041202 -
041203 -
041204 -      Envelope Address - F1 Shift F7
041205 -
041206 -      Did not have time today to show how this is done.
041207 -
041208 -
041209 -
041210 -
0413 -
0414 -
0415 - Other Programs
0416 -
041601 - Wordperfect
041602 -
041603 - Could not find the macro to configure so he can access it directly
041604 - from SDS.
041605 -
041606 - Need to set up Wordperfect on Thursday.
041607 -
041608 -     [Looks like it is c: sd 03 0505.]
041609 -
041610 -
041611 -   Denis asked about writing reports in Wordperfect.  I explained most
041612 -   writing can be done in SDS, but Wordperfect and other programs are
041613 -   availabel through SDS, if needed.
041614 -
041615 -
041616 -
041617 - Lotus
041618 -
041619 - He does not have Lotus 123, on his computer, so we will not configure
041620 - for it at this time.
041621 -
041622 -
041623 -
0417 -
0418 -
0419 - Data Entry
0420 -
042001 - Review last week's lesson, ref SDS 6 line 041401:
042002 -
042003 -     Paragraphs - Alt F9
042004 -
042005 -     We did some exercises, in which Denis typed a paragraph, used Alt
042006 -     F5 to split the sentence, added some text, then used Alt F9 to
042007 -     assemble the paragraph again.
042008 -
042009 -         Insert
042010 -
042011 -         Did an experiment to show how "Insert" works, and how Alt F9,
042012 -         is often better.  Explained about turning Insert Off after it
042013 -         is not being used, and showed diagnostics are shown at bottom
042014 -         of screen, showing status.
042015 -
042016 -
042017 -     Moving Lines - F4, F5
042018 -
042019 -     Used F4 to move a block of lines and F5 at target, then used Alt
042020 -     F9 to assemble the paragraph to join two previously disparate
042021 -     paragraphs into one.
042022 -
042023 -
042024 -
042025 -     Left, Right, Up, Down,
042026 -
042027 -     Reviewed this.  Explained and showed the difference in cursor
042028 -     movement between using F9/F10 to move the file up and down, and
042029 -     PgUp and PgDn keys, where in the latter the cursor follows the
042030 -     screen movement, and in the latter the cursor keeps in relative
042031 -     position.
042032 -
042033 -         Left Margin - F7
042034 -
042035 -         Reviewed this so Denis has the feel of using F7 to jump the
042036 -         cursor to the actual left margin, and using Enter to jump
042037 -         cursor to default left margin.
042038 -
042039 -
042040 -     Deleting Lines - Alt F8, F1 Alt F8
042041 -
042042 -     Showed how Alt F8 deletes lines, one at a time.  If Alt F8 is
042043 -     kept pressed it will delete multiple lines.
042044 -
042045 -     Showed how all lines from cursor to end of file can be deleted
042046 -     with F1 Alt F8.
042047 -
042048 -
042049 -     Outlining
042050 -
042051 -     Did some outlining, to show how SDS wraps depending on where the
042052 -     cursor is when you start typing.
042053 -
042054 -          Line Draw - F1 F1 F2
042055 -
042056 -          Went through the operations of using F1 to scroll profile,
042057 -          to Line Draw, use F3 to do an underline, then use F1 to step
042058 -          out of Line Draw, and back to Profile level 1.
042059 -
042060 -          Explained and had Denis use arrow keys and F7, to position
042061 -          cursor at current left margin and proper line to draw a
042062 -          line.
042063 -
042064 -
042065 -
0421 -
0422 -
0423 - Follow Up Procedures
0424 -
042401 - Review last week's lesson, ref SDS 6 line 041801, using F1 F8 to enter
042402 - a series of related events in one SDS record on a particular day.
042403 -
042404 -    Using F1 F8 in SDS Records
042405 -
042406 -    Had Denis use this several times to see how it enters the time and
042407 -    so can record when he does something and when someone else calls
042408 -    back, etc.
042409 -
042410 -
042411 -    F1 Shift F2
042412 -
042413 -    Denis made several new tasks for follow up activity needed on
042414 -    subsequent dates.
042415 -
042416 -        Showed how to first position the cursor in the Schedule on the
042417 -        date the new task is to be performed, then switch back to the
042418 -        source SDS record with Ctrl F6, and use F1 Shift F1 to create
042419 -        the new task.
042420 -
042421 -    Showed how the links are entered automatically, and he can access
042422 -    the linked records by placing the cursor on them, and pressing
042423 -    Enter.
042424 -
042425 -         Denis requested a diagram for making follow ups, new tasks.
042426 -
042427 -
042428 -
042429 -
042430 -
0425 -
0426 -

SUBJECTS
Kwan Henmi SDS
Develop & Maintain Hardware System

0505 - Summary/Objective
0506 -
050601 - Denis has discussed this with his vendor.  An SDS task is scheduled
050602 - for tomorrow to install a 486 33 Mhz 8M motherboard.
050603 -
050604 -    Should try loading OS2 for Denis, to see if he likes it.
050605 -
050606 -    While I was there, the computer vendor called.  Denis verified the
050607 -    spec for the upgrade work to be performed tomorrow.
050608 -
050609 -
050610 - Denis feels the hard disk is a modern high speed unit with capacity of
050611 - 180 MB.  The BIOS in his current machine will not permit access
050612 - beyond 120 MB, so when the new motherboard is installed tomorrow, he
050613 - should get the full 180 MB.
050614 -
050615 -
050616 - Mouse
050617 -
050618 - The computer vendor is not supplying this.  Denis will pick one up at
050619 - a local supplier.
050620 -
050621 -
050622 - Tape Backup
050623 -
050624 - Denis said his computer can now be backed up everyday, or once a
050625 - week (not sure which), with a portable unit that can be moved to each
050626 - computer for backup.
050627 -
050628 -     I explained it is very important to backup SDS often.
050629 -
050630 -     This is awkward.  Often these systems seem good intially, but
050631 -     somone is sick or in a hurry and does not get everyone's computer
050632 -     backed up.
050633 -
050634 -
050635 - Printer
050636 -
050637 - Denis indicated the printer is not connect or is not supported by the
050638 - current computer arrangement.  He tried to print something yesterday
050639 - or today, and found the printer is not responding.
050640 -
050641 - KH's computer vendor will correct his problem tomorrow.
050642 -
050643 -
050644 - Modem
050645 -
050646 - Denis said he does not have a modem.  He asked if I can support for
050647 - his records on-line.  I explained how this can be done, if he installs
050648 - a modem (see discussion below under "Terms & Conditions).
050649 -
050650 -    Need to discuss setting up a modem for Denis.
050651 -
050652 -
050653 - Notebook
050654 -
050655 - Denis asked about transferring data from main pc at office to
050656 - Notebook.  I explained how this can be done with Laplink or other
050657 - tools, so all relevant data is always available while traveling.
050658 -
050659 -
050660 -
050661 -
0507 -

SUBJECTS
Contacts

0604 - Summary/Objective
0605 -
060501 - Installed Contacts created from weekend, ref SDS 7 line 040501.
060502 -
060503 -     Reviewed Contact Summary choices and uses.
060504 -
060505 -         Showed how a composite list can be created using the numerical
060506 -         field next to the letter "A".
060507 -
060508 -         We did a few of these, using "1" to get a numerical list, and
060509 -         "a" for alphabetical.
060510 -
060511 -
060512 -     Reviewed Contact Records
060513 -
060514 -         Showed how to create a new record using the field names shown
060515 -         in the record.  Explained the program assigns the data base
060516 -         number automatically.
060517 -
060518 -         Letterhead Format - 0009
060519 -
060520 -         Reviewed the letterhead format field, 0009, and complimentary
060521 -         close field, 0010, for the return address used in writing
060522 -         letters (see discussion above under "Alternate Letterhead."
060523 -
060524 -            Denis create one record for Architectural Sheet Metal
060525 -            Company.
060526 -
060527 -
060528 -     Complete Contacts from Windows Card File
060529 -
060530 -         Denis will print these for me to pick up on Thursday, so I
060531 -         can add them to the existing Contacts.  I estimated this
060532 -         would take from 4 - 8 hours.
060533 -
060534 -             Need to remind Denis to have someone print his Windows
060535 -             card file.
060536 -
060537 -
060538 -
060539 - SDS Control Field & Billings
060540 -
060541 - Showed how to assign Contact organization ID's to the Control Field
060542 - for billing purposes.  We did a few of these on records Denis made
060543 - this morning.
060544 -
060545 -
060546 -
060547 -
0606 -
0607 -

SUBJECTS
Subject Index

0704 - Summary/Objective
0705 -
070501 - I discussed my research yesterday, ref SDS 7 line 050501, following
070502 - our discusson last Friday, ref SDS 6 line 150808.
070503 -
070504 -    Denis has a number of projects we have to get organized, so he can
070505 -    enter the record efficiently.
070506 -
070507 -    I explained that if he decides he does not want to continue with
070508 -    Welch SDS support services, I will create an initial lift on the
070509 -    SI that reflects our discussion last Friday.
070510 -
070511 -
070512 -
070513 -
070514 -
0706 -
0707 -

SUBJECTS
Subject Index
Review & Correct SDS records
Subject Index
Integrate with existing systems
CPM for Projects

1008 - Summary/Objective
1009 -
100901 - Integrate with CPM
100902 -
100903 - KH is using or considering usng CPM for planning design of projects,
100904 - ref SDS 1 line 041103.
100905 -
100906 - I asked Denis for a sample of a Schedule they have done on a recent
100907 - project.  He got one that was mainly a manual bar chart.  I explained
100908 - that ordinarily there would be task node numbers in a CPM which are
100909 - posted to the "Special" field in the Control Field.
100910 -
100911 -
100912 -
100913 -
1010 -
1011 -

SUBJECTS
Terms & Conditions

1104 - Summary/Objective
1105 -
110501 - Advised Denis I have about 18 hours of Training and Support, which is
110502 - the 2 days we initially discussed, ref SDS 1 line 041605, and that he
110503 - is able to continue on his own, using Help.
110504 -
110505 - I recommended and offered to continue assistance on following:
110506 -
110507 -       1.  Data Entry Functions & Menus
110508 -       2.  Subject Index
110509 -       3.  Reports
110510 -       4.  Directory Maintenance
110511 -       5.  Using SDS records in real time
110512 -       6.  Billing system
110513 -       7.  Writing letters and Doc Log
110514 -       8.  Contract Management - Progress Meeting Notes
110515 -
110516 -           Explained best way to obtain support for KH is through
110517 -           routine assignment where the full range of SDS is seen to be
110518 -           applied to daily problems.  Additionally, KH should be able
110519 -           to obtain such support as a result of billable hours to KH
110520 -           client work.
110521 -
110522 -
110523 -           Support via Modem
110524 -
110525 -           Denis asked if I can provide SDS and CM support via modem. I
110526 -           explained this an effective way to assist him in creating
110527 -           notes of his meetings.  He can send me his hand written
110528 -           notes, then call me to discuss some of the details.
110529 -
110530 -
110531 -           Linking to Other User's
110532 -
110533 -           Denis should strive create a data base where other User's
110534 -           can create significant portions of the record, which he
110535 -           simply link to for information on the results of meetings.
110536 -           This reduces the amount of overall data entry, but maximizes
110537 -           knowledge of important events and decisions.
110538 -
110539 -               Welch/KH Meeting Notes
110540 -
110541 -               I offered to install my notes of our meetings on SDS
110542 -               training, so he can see how this feature can be easily
110543 -               accomplished and applied by him to access the results of
110544 -               our work together on SDS.  This reduces the demand on
110545 -               his time to create such notes.
110546 -
110547 -       I suggested that if Denis does not continue with Welch training,
110548 -       recommend he apply the procedure used by Mike Sims at Broadwater
110549 -       Dam, submitted at ref SDS 2 line 100605, see ref DIP 3 line 32.
110550 -
110551 -
110552 - Denis decided to continue with training and support, as discussed
110553 - above.  Set follow up meeting to continue training on Thursday at
110554 - 1530.
110555 -
110556 -
110557 -
1106 -
1107 -