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


S U M M A R Y


DIARY: March 24, 1993 03:00 PM Wednesday; Rod Welch

Meeting with Denis training and support.

1...Summary/Objective
...Letterhead Control - 0405431
...Fonts - Flist
...Autoexec.bat & Print Command
......Envelope Address - F1 Shift F7
....Config.sys & Autoexec.bat
2...Tape Backup
3...Modem
4...Notebook
5...Reporting Problems
........I.tested Subject this evening, and found that it is working
........okay, so there is something about contacts that needs to be
........fixed.
6...Problem
7...Problem
8...Integrate with CPM

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

1...We could not get the program to assemble a report using both our
2...I need to change the description of the menu item in Summary for
3...I need to make a second Icon, so Denis can have several separate SDS

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 following items:
040602 -
040603 -     1.  Configured printer
040604 -     2.  Printed SDS Memos and correspondence
040605 -     3.  Subject Index
040606 -     4.  Installed Contact SDS records
040607 -
040608 -
040609 - Was at Denis' office from oa 1515 to about 1650, will charge for 3
040610 - hrs.
040611 -
040612 -
040613 -
0407 -
0408 -

SUBJECTS
Installation, SDS Program
Updates

0605 - Summary/Objective
0606 -
060601 - Need to install updated code to print Contact summaries.
060602 -
060603 -      Did not have time to do this today.  Will install on next
060604 -      meeting on Friday, or next week.
060605 -
060606 -      I have made a number of improvements, since installation, and
060607 -      so need to install updated code on his computer.
060608 -
060609 -
060610 -
060611 -
0607 -

SUBJECTS
Training, Schedule Screen

0704 - Summary/Objective
0705 -
070501 - His Schedule looks good.  No more blank lines.
070502 -
070503 -     Actually there is a blank line on 930331.
070504 -
070505 - He has made a second SAA record.  I will modify program this evening
070506 - so that cannot occur.
070507 -
070508 -
070509 -
0706 -
0707 -

SUBJECTS
Documentation

0804 - Summary/Objective
0805 -
080501 - I still need to assemble this for Denis.
080502 -
080503 -
0806 -
0807 -

SUBJECTS
Training Printing
Support, Printing, Printer Setup

1005 - Summary/Objective
1006 -
100601 - Seem to have this going now.  The work at ref SDS 3 line 041098
100602 - results in the margin control Denis wants.  We printed some sample
100603 - documents, and made following adjustments.
100604 -
100605 -   Letterhead Control - 0405431
100606 -
100607 -   Just had to shift the "Subject" and "Ref" fields right 100 dots.
100608 -
100609 -   The rest of the letterhead seems to line up perfectly with his
100610 -   standard letterhead.
100611 -
100612 -
100613 -   Fonts - Flist
100614 -
100615 -   Was able to remove all but the monospaced fonts from flist, so it
100616 -   only takes 5 minutes to load the printer, instead of 20 or so, that
100617 -   it seems to take when the full list is loaded, per ref SDS 3 line
100618 -   041065.  Explained that fonts can be loaded with a single command
100619 -   at the DOS prompt:
100620 -
100621 -                          C>lf   <Enter>
100622 -
100623 -
100624 -   Autoexec.bat & Print Command
100625 -
100626 -   I added the standard print command in autoexc.bat, so his stuff
100627 -   will print.  This was initially missing, and when we printed with
100628 -   F1 F2, it was crashing the session.
100629 -
100630 -
100631 -
100632 -      Envelope Address - F1 Shift F7
100633 -
100634 -      Not sure how this is going to work out, since they have a single
100635 -      envelope feed, and the printer is downstairs.
100636 -
100637 -
1007 -
1008 -

SUBJECTS
Kwan Henmi SDS Training
Editing, Keyboard, Mouse, Menues

1105 - Summary/Objective
1106 -
110601 - Explained editing functions are shown in the menus, but cannot be
110602 - executed from the menus.  This is to encourage use of function keys
110603 - for frequently used operations.
110604 -
110605 - He is getting better at using the keyboard, but still needs more
110606 - exposure to extended data entry in a purely thinking mode.
110607 -
110608 -
110609 - Denis feels comfortable with the mouse to open the Menu bar, and the
110610 - menu items similar to Windows.
110611 -
110612 -
110613 -
110614 -
1107 -

SUBJECTS
Kwan Henmi SDS Training
Outlining
Line Draw Profile

1306 - Summary/Objective
1307 -
130701 - Reviewed with Denis today, techniques and functions for using Line
130702 - Draw profile, to make underlined headings.  He did a practice outline
130703 - that included indentation and line draw.
130704 -
130705 -
130706 -
1308 -
1309 -

SUBJECTS
Kwan Henmi SDS Training
Follow Up Procedures & SAA
Linking
Citations

1607 - Summary/Objective
1608 -
160801 - Reviewed these.  I entered in his record at ref SDS 8 line 061392, a
160802 - detailed explanation of various ways to follow up in SDS, using F1
160803 - Shift F1, and F1 Shift F2, to link and to make new linked tasks.
160804 -
160805 -    I need to review procedures for using SAA.
160806 -
160807 -
1609 -

SUBJECTS
Kwan Henmi SDS
Develop & Maintain Hardware System

1705 - Summary/Objective
1706 -
170601 - Check hardware stats with Norton si.
170602 -
170603 -    Did not do this, but the program is definitely humming.  Denis
170604 -    noticed the increased speed of SDS menus, and other operations.
170605 -
170606 -
170607 -    Config.sys & Autoexec.bat
170608 -
170609 -    I added print.exe command, as entered in CPU #7 autoexec.bat, so
170610 -    he can print from within SDS.
170611 -
170612 -        We got several crashes after running a print job.  After
170613 -        entering the print.exe command in autoexec.bat, this was
170614 -        solved.
170615 -
170616 -
170617 -    I decided for time being not to fuss further with memory
170618 -    management.
170619 -
170620 -
170621 -
170622 - Tape Backup
170623 -
170624 - Try to investigate this to make sure it is getting done.
170625 -
170626 -     Same concern as at ref SDS 4 line 050633.
170627 -
170628 -
170629 -
170630 - Modem
170631 -
170632 - Follow up with Denis, per ref SDS 3 line 050651.
170633 -
170634 -
170635 -
170636 - Notebook
170637 -
170638 - Still need to inquire if they want SDS installed on it.
170639 -
170640 -
170641 -
170642 -
1707 -

SUBJECTS
Support, Contacts
Training, Adding New Records
Summaries
Contact Records
Reports

2208 - Summary/Objective
2209 -
220901 - Loaded Contacts created at ref SDS 7 line 041301.
220902 -
220903 -    We reviewed the questions from the data entry operation.  I had
220904 -    Denis make the corrections, for practice.
220905 -
220906 -    He will add new records from his Rollodex, as they are needed.
220907 -
220908 -    He added a personal record.  I pointed out the slight differences
220909 -    in format between Indiividual and Organizational contact records.
220910 -
220911 -
220912 - Did some reports from SDS records.  Showed he can use the menu for
220913 - this.  He also did a Contact report from a Summary using the menu.
220914 -
220915 -
220916 - Reporting Problems
220917 -
220918 -
220919 -    We could not get the program to assemble a report using both our
220920 -    records listed in the report screen.
220921 -
220922 -        I tested Subject this evening, and found that it is working
220923 -        okay, so there is something about contacts that needs to be
220924 -        fixed.
220925 -
220926 -            Turned out this is not a program problem.  Our records
220927 -            have different Contact ID for same organization.
220928 -
220929 -
220930 -    I need to change the description of the menu item in Summary for
220931 -    Reports.
220932 -
220933 -
220934 -
2210 -
2211 -

SUBJECTS
Subject Index

2304 - Summary/Objective
2305 -
230501 - We reviewed the work I did at ref SDS 9 line 040910, with respect to
230502 - developing common elements he may want to track across projects, per
230503 - ref SDS 8 line 061346.
230504 -
230505 -     Received a copy of KH current projects.  I will set up these
230506 -     projects in the manner shown at ref SDS 9 line 040910.
230507 -
230508 -     Denis asked if a function is available to set up a standardized
230509 -     account arrary for a project, such as we have been discussing
230510 -     implementing his time card scheme?
230511 -
230512 -
230513 - I have to restore the SI I made on Monday, because it seems to be
230514 - lost from the hardware change over.
230515 -
230516 -
230517 - Problem
230518 -
230519 - Could not access his SI from Control Field.
230520 -
230521 -     This could mean some files have been removed or corrupted from his
230522 -     SI.  Can this really be true, if we can open the object subject
230523 -     codes from the Primary SI?
230524 -
230525 -         It is probably that we did not create the files for his User
230526 -         ID.  When it is opened from Primary level, we are using the
230527 -         default.
230528 -
230529 -         Actually, that should not be the cause, because the End User
230530 -         program installs the initial default SI codes.  I checked this
230531 -         evening after returning from Denis' office and found the codes
230532 -         missing from his computer today, are on CPU #3, which restored
230533 -         from the 930312 backup we made of his system.  Looks like this
230534 -         might be another manifestation of lost data from the disk swap
230535 -         at ref SDS 3 line 060506.
230536 -
230537 -
230538 -     I should be able to re-build his SI from the data received on the
230539 -     disk he sent, see ref SDS 6 line 040508.
230540 -
230541 -
230542 -
230543 -
230544 -
2306 -

SUBJECTS
Windows Icon
Screen Delayed in Reports, under
Windows

2506 - Summary/Objective
2507 -
250701 - Installed Icon, per ref SDS 4 line 080501.
250702 -
250703 -
250704 - I need to make a second Icon, so Denis can have several separate SDS
250705 - windows open at once.
250706 -
250707 -
250708 -
250709 - Problem
250710 -
250711 - We are encountering this problem which has occurred on CPU #3, and
250712 - with Mike Sims' computer at DNRC, ref SDS 5 line 111807, see also the
250713 - report at ref SDS 6 line 050801.  Turns out the idea for a solution
250714 - did not work on my CPU.  Maybe Mike has fixed it.
250715 -
250716 -     We are finding, that by pressing Enter, we get a screen.
250717 -
250718 -
250719 -
250720 -
2508 -
2509 -

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

2808 - Summary/Objective
2809 -
280901 - Integrate with CPM
280902 -
280903 - This requires further consideration for new projects.
280904 -
280905 -    We discussed briefly, how CPM task IDs are entered into the SDS
280906 -    "Special" control field.  I mapped out a simple network to
280907 -    illustrate the application.
280908 -
280909 -
280910 -
280911 -
280912 -
2810 -
2811 -

SUBJECTS
Terms & Conditions
Transfer SDS records

3005 - Summary/Objective
3006 -
300601 - Installed my notes on the KW work on Denis' computer, so he has it
300602 - available.
300603 -
300604 -     Explained he can use this to see samples of how to create various
300605 -     records.
300606 -
300607 -
300608 -
300609 - Review providing Contract Management support, ref SDS 8 line 110514.
300610 -
300611 -     Did not discuss following, should review it in a separate
300612 -     meeting.
300613 -
300614 -         Discussed Welch support for Change Order Log, using Lotus.
300615 -         This came up in explaining use of Reference "Other Files"
300616 -         field. See for example ref OF 3 and 4 of Sletten contract, as
300617 -         discussed at ref SDS 11 line 051001.
300618 -
300619 -
3007 -
3008 -
Distribution. . . . See "CONTACTS"