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.  Data Entry
040604 -     2.  Subject Index
040605 -     3.  Reports
040606 -
040607 -         a.  Contacts
040608 -         b.  Subjects
040609 -
040610 -
040611 -
0407 -
0408 -

SUBJECTS
Installation, SDS Program
Updates, 930328
Windows Icon

0606 - Summary/Objective
0607 -
060701 - Installed updated code to print Contact summaries.  This includes
060702 - following additional new features:
060703 -
060704 -      Added Function Key listing to "File" Menu so it is in both
060705 -      Schedule screen and SDS records.
060706 -
060707 -      Alternate Letterhead selection for SDS Memos, as well as
060708 -      correspondence.
060709 -
060710 -      Improve function to print 1 page of a file.
060711 -
060712 -      Improve function to make a new task from an existing, so
060713 -      multiple SAA records cannot be created accidentally.
060714 -
060715 -      Changed Doc Log so User sees alpha names instead of ID numbers.
060716 -
060717 -      Improved mouse functionality with "quit."
060718 -
060719 -
060720 -
060721 -
060722 -
0608 -

SUBJECTS
Training, Schedule Screen

0704 - Summary/Objective
0705 -
070501 - Reviewed problems from last time, ref SDS 9 line 070501.
070502 -
070503 -    1.  Blank lines
070504 -    2.  Multiple SAA records.
070505 -
070506 - His Schedule looks good.  Neither of the above nor any other apparent
070507 - problems seem to exist in his Schedule.
070508 -
070509 -
070510 -
0706 -
0707 -

SUBJECTS
Documentation

0804 - Summary/Objective
0805 -
080501 - I still need to assemble this for Denis.
080502 -
080503 - Dennis has started a binding for the information he has received to
080504 - date.  I would like it to be in a loose leaf binder, so it can lay
080505 - open and flat.
080506 -
080507 -
080508 -
0806 -
0807 -

SUBJECTS
Training Printing
Support, Printing, Printer Setup

1005 - Summary/Objective
1006 -
100601 - Seem to have this going now.
100602 -
100603 -   Letterhead Control - 0405431
100604 -
100605 -   When I installed the new program code, I overwrote his 0450431
100606 -   file, so I have to make some minor adjustments to the margins for
100607 -   his correspondence, including "Subj.." and "Ref" fields, by moving
100608 -   them over 100 dots.
100609 -
100610 -
100611 -      Envelope Address - F1 Shift F7
100612 -
100613 -      Same situation as before, ref SDS 9 line 100632.
100614 -
100615 -
100616 - We decided printing correspondence is not a high priority, for awhile.
100617 - Denis will concentrate on data entry and "reports" functions, before
100618 - he begins using the Doc Log.
100619 -
100620 -
100621 -
1007 -
1008 -

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

1105 - Summary/Objective
1106 -
110601 - Reviewed progress, per ref SDS 9 line 110601.
110602 -
110603 -     We did some data entry for training.  He understands that the
110604 -     descriptions (the "01" lines at the top) for CURRENT SDS records
110605 -     can only be changed in the Schedule.
110606 -
110607 -         Descriptions for archived diary records can be changed in the
110608 -         record, but to update the file, you have to do F1 F6, so the
110609 -         data base pointers are saved.
110610 -
110611 -     His record indicate he is using data entry correctly, but he does
110612 -     not have very much entered yed.
110613 -
110614 -
110615 - Function Keys
110616 -
110617 - Highlighting for data entry.
110618 -
110619 -     We discussed this briefly, but I decided not to concentrate on it
110620 -     until he gets further into data entry for SDS records.
110621 -
110622 -
110623 -
110624 - Mouse & Menus
110625 -
110626 -
110627 -     Worked on this quite a bit, because it is a more intuitive means
110628 -     to execute functions and he is comfortable using the mouse from
110629 -     his work with Windows.
110630 -
110631 -     Scroll a File with Mouse
110632 -
110633 -     Showed how clicking on this does the Ctrl F6 function, and how he
110634 -     can jump to the top and bottom of an SDS screen immediately by
110635 -     clicking at screen positions 79 1 and 25.  Showed how he can
110636 -     scroll left and right clicking half way across the screen on line
110637 -     0.
110638 -
110639 -
110640 -
1107 -

SUBJECTS
Kwan Henmi SDS Training
Outlining
Line Draw Profile

1306 - Summary/Objective
1307 -
130701 - I decided not to concentrate on it until he get further into data
130702 - entry for SDS records.
130703 -
130704 -
130705 -
130706 -
1308 -
1309 -

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

1607 - Summary/Objective
1608 -
160801 - Reviewed this per ref SDS 9 line 160801,
160802 -
160803 -    Noticed his record for our meeting today was created from scratch,
160804 -    rather using F1 Shift F1, so it did not have any of the stuff from
160805 -    the last meeting.
160806 -
160807 -    I explained the benefits of using F1 Shift F1 (just F1 in the Diary
160808 -    summary screen).
160809 -
160810 -    Denis asked why linking and citations are so helpful when we have
160811 -    the Subject tagging feature and can call reports.  I explained this
160812 -    as the difference between having instant recall about something
160813 -    during a converstion, and having to go look up everything in a
160814 -    filing cabinet.  Calling an SDS report is fast, but not as fast as
160815 -    a citation, and reports assemble a vast amount of information,
160816 -    whereas citations point to one single item that is completely
160817 -    relevant to an instant issue of consideration.
160818 -
160819 -
160820 -
160821 -
160822 -
1609 -

SUBJECTS
Kwan Henmi SDS
Develop & Maintain Hardware System

1705 - Summary/Objective
1706 -
170601 - Check hardware stats with Norton si.
170602 -
170603 -    Same as at ref SDS 9 line 170603, but I am still curious and so
170604 -    leave this in.
170605 -
170606 -
170607 - Keyboard Response
170608 -
170609 - We fixed the problem we have been having with the keystrokes beeping
170610 - out when we hold a key pressed.  It was in Windows Control Panel,
170611 - Keyboard, just shifted the repeat rate down slightly.
170612 -
170613 -
170614 -
170615 -
170616 - Tape Backup
170617 -
170618 - Try to investigate this to make sure it is getting done.
170619 -
170620 -     Denis said they do an interim backup once a week.  I would still
170621 -     like to see how the restore stuff, when a problem arises.  The
170622 -     backup and restore when the hardware was converted did not go
170623 -     well.
170624 -
170625 -     Same concern as at ref SDS 1 line 050633.
170626 -
170627 -
170628 -
170629 - Modem
170630 -
170631 - Follow up with Denis, per ref SDS 1 line 050651.
170632 -
170633 -     Mentioned this, but not sure about results, except that nothing
170634 -     is schedule on it.
170635 -
170636 -
170637 -
170638 - Notebook
170639 -
170640 - Mentioned installing SDS on their notebook.  Nothing was scheduled,
170641 - so will leave it until Denis feels more comfortable.
170642 -
170643 -
170644 -
170645 -
170646 -
170647 -
1707 -

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

2208 - Summary/Objective
2209 -
220901 - Continued training from ref SDS 9 line 220901.
220902 -
220903 -    Edit and/or create another Orgz and Indiv record.
220904 -
220905 -       Did not do this, because Denis showed a new Contact record he
220906 -       created and it seemed correct.
220907 -
220908 -       Showed how he can help on the record format.  He indicated the
220909 -       Contact format is self explanatory.
220910 -
220911 -
220912 -    Show highlighting available in Contact records.
220913 -
220914 -       Forgot to show this, so will do it next time.
220915 -
220916 -
220917 -    Printing Contact Summary
220918 -
220919 -    Showed how this new feature is now available to him.  Demonstrated
220920 -    how he can assemble a complete alphabetical list, then delete
220921 -    anyone from it he doesn't need, and print it with new feature.
220922 -
220923 -        We printed one as a sample.
220924 -
220925 -        Need to remind him that separate lists have to be printed for
220926 -        organizations and individuals.
220927 -
220928 -
220929 -
220930 - Using Contact Records
220931 -
220932 - Reminded Denis of how important this is to enable him to lookup
220933 - records of contacts with organizations and individuals.  I entered the
220934 - Welch record into his SDS record for the meeting today.
220935 -
220936 -     We went through the sequence of steps, using the Contact menu, to
220937 -     open a Summary and press Enter to load a Contact into an SDS
220938 -     record.
220939 -
220940 -         Showed how he can mark seveal lines with "x" to load more than
220941 -         one Contact into an SDS record.
220942 -
220943 -         Showed how he can mark a line with "x", use F6 to repeat it,
220944 -         and change the name of the person in the organization to be
220945 -         listed, so multiple people can be called to be entered into an
220946 -         SDS record from the Summary.
220947 -
220948 -
220949 -
220950 -     Showed how to use F1 F9 in an SDS record to do report on
220951 -     Contacts, and how to use the Menu for this as well.
220952 -
220953 -     Showed how to use Alt F9 in the Contact Summary screen, and how to
220954 -     use the new Contact menu choice for "Reports."
220955 -
220956 -         Did not show how to open a Contact record and load it to an
220957 -         SDS record, nor load a report screen for a report.
220958 -
220959 -
220960 -
220961 -
220962 -
2210 -
2211 -

SUBJECTS
Subject Index
Reports
SDS Records

2506 - Summary/Objective
2507 -
250701 - Reviewed work at ref SDS 13 line 040901.  Demonstrated various options
250702 - available, using default project SI as baseline.
250703 -
250704 -     Denis approved the new SI format I created and requested the
250705 -     feature to assign new SI for projects using another project as a
250706 -     templeate, per ref SDS 13 line 041401.
250707 -
250708 -     Explained the difference between the Current and Master project
250709 -     lists, and how the Master, correlates to his "Master Project
250710 -     Roster.
250711 -
250712 -
250713 - Denis will mark up the "Master Project Roster" so I can edit the
250714 - Current list to show only those Denis is working regularly.  This will
250715 - speed up his use of the program, per ref SDS 12 line 042141.
250716 -
250717 -       Actually, Denis can do this edit himself on-line, because all
250718 -       he has to do is delete the lines he doesn't need.
250719 -
250720 -
250721 - Segemented SDS Records
250722 -
250723 - Did a review similar to "Contacts" above, for entering Subjects into
250724 - the Control Field in order to get information back in reports.  Showed
250725 - how to segment the record using block repeat, Shift F6, or block copy,
250726 - F3 and F5.
250727 -
250728 -      We did some of these for training, and I showed Denis how my
250729 -      record at ref SDS 9 line 040601, for our meeting last Thursday,
250730 -      looks with each main top "segmented" by a control field with its
250731 -      sub-subjects.
250732 -
250733 -      Denis seems to appreciate that a typical meeting can have 10 to
250734 -      20 subjects which can be identified separately.  I showed using
250735 -      my records on CPU #7, how SDS can assemble just the portion from
250736 -      a series of record on a current topic of interest.
250737 -
250738 -
250739 - Showed Denis how he can assign subjects to an SDS record from a
250740 - Subject Index, and how he can use Enter or the Mouse to step into the
250741 - SI at the level shown on the Control Field.
250742 -
250743 - Showed how to use F1 F9 to load a Report screen from an SDS record
250744 - and within an SI screen.
250745 -
250746 - Explained in some detail how to use the Mouse in an SI screen to
250747 - either load an SI to an SDS record, to a Report screen, or go forward
250748 - or back in the SI hierarchy, as explained in Help for "Subject Index"
250749 - under "Functions" -- the heading "Main Functions" explains both
250750 - function keys and mouse.
250751 -
250752 -
250753 - I need to load my SI onto Denis' computer so I can continue to
250754 - demonstrate the full range of features on his computer while we are
250755 - training.
250756 -
250757 -
250758 -
250759 -
250760 -
250761 -
2508 -

SUBJECTS
Windows Icon
Screen Delayed in Reports, under
Windows

2706 - Summary/Objective
2707 -
270701 - I added a second Icon, so Denis can have several separate SDS windows
270702 - open at once.
270703 -
270704 -     Showed how he can use this to be looking at seveal records at
270705 -     once, similar to having multiple sheets of paper on the screen.
270706 -
270707 -
270708 -
270709 -
2708 -
2709 -

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

3008 - Summary/Objective
3009 -
300901 - Integrate with CPM
300902 -
300903 - Denis confirmed my sense that at this time he does not plan to apply
300904 - CPM nodes in the manner we discussed last week, ref SDS 9 line 280905.
300905 - Therefore, I will drop this from the training record.
300906 -
300907 -
300908 -
300909 -
300910 -
3010 -
3011 -

SUBJECTS
Terms & Conditions

3104 - Summary/Objective
3105 -
310501 - Updated my records on his computer, per ref SDS 9 line 290501.
310502 -
310503 -
310504 -
310505 -     We scheduled a meeting for next Thursday 1500.
310506 -
310507 -
3106 -

SUBJECTS
Welch Marketing, CM Services
Design Professionals

3205 - Summary/Objective
3206 -
320601 - Reviewed providing Contract Management support per ref SDS 4 line
320602 - 591.
320603 -
320604 -     I need to confirm in a separate letter the advantage of having me
320605 -     available to produce SDS stuff regularly, as a training aid. Denis
320606 -     is open to it.  He seems very focused on getting adequate support
320607 -     in SDS for time being.  I will continue to visit him once a week
320608 -     for a few hours am available for phone support as needed.
320609 -
320610 -     He indicated he is submitting a proposal for some work at the
320611 -     Presido concerning 2800 units, and needs to be able to keep track
320612 -     of each separately.  He feel SDS may give them a competitive
320613 -     advantage.
320614 -
320615 -         Denis requested a CV for Welch Co. on this matter.
320616 -
320617 -
320618 -         Did not discuss Welch support for Change Order Log, using
320619 -         Lotus.  This came up in explaining use of Reference "Other
320620 -         Files" field. See for example ref OF 2 and 4 of Sletten
320621 -         contract.
320622 -
320623 -
320624 -
320625 -
3207 -
3208 -