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.  Diaries and Follow Up
040606 -     4.  Program Update
040607 -
040608 -
040609 -
0407 -
0408 -

SUBJECTS
Installation, SDS Program
Updates, 930401

0605 - Summary/Objective
0606 -
060601 - Installed SI sample projects, and new software to create sub-level SI
060602 - detail for new projects, per ref SDS 5 line 070801, as explained at
060603 - ref SDS 4 line 062901.
060604 -
060605 - It seems to work perfectly.
060606 -
060607 -
060608 -
060609 -
0607 -

SUBJECTS
Training, Schedule Screen

0704 - Summary/Objective
0705 -
070501 - Review screen per ref SDS 3 line 070506.
070502 -
070503 -     This looks very good, except he does not have any records of his
070504 -     daily work.
070505 -
070506 -     While I was there he took several phone calls and I showed him
070507 -     how to enter them while the discussion is underway, so there is
070508 -     no duplication of effort.
070509 -
070510 -         Explained that once he begins entering them, he has the
070511 -         opportunity to cash in later on by applying prior understand-
070512 -         ings.
070513 -
070514 -
070515 - File Access - File Menu
070516 -
070517 - Explained how to open this to specify a Diary Summary, as explained
070518 - below under "Follow Up," "Linking," etc.
070519 -
070520 -
070521 -
070522 -
070523 -
0706 -
0707 -

SUBJECTS
Training Printing
Support, Printing, Printer Setup

0905 - Summary/Objective
0906 -
090601 - Seem to have this going now.
090602 -
090603 -   Letterhead Control - 0405431
090604 -
090605 -   When I installed the new program code, I overwrote his 0450431
090606 -   file, so I have to make some minor adjustments to the margins for
090607 -   his correspondence, including "Subj.." and "Ref" fields, by moving
090608 -   them over 100 dots.
090609 -
090610 -      Could not test it because printer was not working.
090611 -
090612 -
090613 -   Denis reported my letterhead appeared on a memo he printed.
090614 -
090615 -      I explained this occurred because I printed a letter when I was
090616 -      there the other day and used my letterhead to test it, ref SDS 1
090617 -      line 100602.  This entered my letterhead into the letterhead
090618 -      format utility.  To replace it, we specified a letter to be
090619 -      printed from Denis.  Then we configured his record for my visit
090620 -      today, into a new report.  We couldn't print it, Denis could see
090621 -      his letterhead is now in the memo.
090622 -
090623 -
090624 -
090625 -
090626 -
0907 -
0908 -

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

1106 - Summary/Objective
1107 -
110701 - Reviewed progress, per ref SDS 3 line 110601.
110702 -
110703 -     Denis did some general data entry of SDS records while I was
110704 -     there, so he can get familiar with using the combination of
110705 -     functions and mouse.
110706 -
110707 -
110708 - Function Keys
110709 -
110710 - He is doing better at using both hands to apply some key combinations
110711 - and the left hand for most.  He likes Alt F10 to highlight lines in
110712 - SDS records.  Showed him the AAA Contact record as an example where
110713 - highlighting is effective in Contact records.
110714 -
110715 -     Alt F9 - Justify
110716 -
110717 -     Denis used this today to edit some of his text, along with Alt F5
110718 -     to split text.
110719 -
110720 -
110721 -
110722 -
110723 - Mouse & Menus
110724 -
110725 - He is getting better at using the mouse to move the file around, and
110726 - executing things.
110727 -
110728 -     Scroll a File with Mouse
110729 -
110730 -     Worked on this some more as an alternative to using Ctrl F6.  He
110731 -     is beginning to get the idea of the difference between using Ctrl
110732 -     F6 to leave a file in memory, and using ESC to close it.`
110733 -
110734 -
110735 - Help
110736 - ----
110737 - Began today to explore Help with him to answer questions, so he can
110738 - see how to move around in Help, and get confidence the answers are
110739 - available.  We used Help to figure out the following procedures he has
110740 - had difficulty with:
110741 -
110742 -    Linking
110743 -
110744 -    Diary Summary for More than 15 Days
110745 -
110746 -
110747 -
110748 -
1108 -

SUBJECTS
Kwan Henmi SDS Training
Spell Check

1205 - Summary/Objective
1206 -
120601 - Demonstrated the availability to quickly spell check an SDS record
120602 - before sending it as a memo.
120603 -
120604 - We need to go through this a bit more.
120605 -
120606 -
120607 -
1207 -

SUBJECTS
Kwan Henmi SDS Training
Outlining
Line Draw Profile

1406 - Summary/Objective
1407 -
140701 - I observed Denis using this function today on his own.  Normally this
140702 - is pretty advanced, so he is making above average progress in
140703 - learning SDS.
140704 -
140705 -
140706 -
1408 -
1409 -

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

1909 - Summary/Objective
1910 -
191001 - Review this per ref SDS 1 line 160803.  He had a problem creating
191002 - links.  I explained how linking, citations, reports and diaries all
191003 - work together to quickly and thoroughly accomplish follow ups.
191004 -
191005 - Denis expressed a general concern about how to find appropriate SDS
191006 - records for making follow up tasks, links and citations.  He had a
191007 - problem using the automatic 15 day Diary Summary, and wanted to know
191008 - how to get Diaries for more than 15 days.
191009 -
191010 -   I had Denis write out in his record the problem he is having with
191011 -   linking, so we both could see his level of understanding about how
191012 -   SDS works, relative to his objective.  Turned out he was opening and
191013 -   marking the target record which is correct, then using ESC to get
191014 -   back to the Schedule to do F3, to get the Diary Summary.
191015 -
191016 -       Scrolling with Ctrl F6
191017 -
191018 -       I explained that ESC closes a record, and thereby looses its
191019 -       mark as a target for a link.  We did several exercises where he
191020 -       created links after marking with F1 Alt F5, then using Ctrl F6
191021 -       or clicking the mouse on CMD, to scroll to the source record.
191022 -
191023 -
191024 -
191025 -   F1 F2 in SD Recs, Same as F3 in Schedule
191026 -
191027 -   We looked up "Making New Tasks and Linking" in Help under "Proced-
191028 -   ures" which explains F1 F2 in a Schedule Diary record, to call a
191029 -   Diary Summary which is the equivalent of F3 in the Schedule. I
191030 -   explained that using F1 F2 in this way automatically marks the
191031 -   current record as the target for a link.
191032 -
191033 -       Menus Access to Diaries
191034 -
191035 -       We discussed how he can use menus as a common method to call
191036 -       Diaries, until he learns the function keys.  He tried this a
191037 -       few times and seemed to have the feel for it.
191038 -
191039 -   We looked up the link I entered in his record for today to his
191040 -   record of our meeting on Tuesday, which explains how to accomplish
191041 -   links, ref SDS 2 line 061392.
191042 -
191043 -
191044 -
191045 -
191046 - Diary Specifications - F1 F3
191047 -
191048 - Showed how he can use File Access screen to enter a specification to
191049 - get Diary Summaries for more than 15 days.
191050 -
191051 - We looked up in Help under "Procedures, Opening Diary Records, Other
191052 - Ways to Open Diary Records" (about 4 pages from top), for instructions
191053 - on how to get diaries by entering a specification.
191054 -
191055 -    Went through a few exercises where he specified dates and ranges
191056 -    and key words.  I explained key words pertain only to what he
191057 -    enters in the Diary Description field, and not in the record
191058 -    itself.
191059 -
191060 -
191061 -    Menu File Access = F1 F3
191062 -
191063 -    Showed how he can use the menu as well as F1 F3, to open the File
191064 -    Access screen.
191065 -
191066 -
191067 -
191068 - Reports - F1 F9
191069 -
191070 - I explained that I mostly use reports on Subjects and Contacts to get
191071 - diary lists to select records as templates for follow ups, rather
191072 - than the automatic Diary Summary.
191073 -
191074 - We need to work on this more after he starts using the SI to load the
191075 - Control Fields.  Currently this has not been done.
191076 -
191077 -
191078 -
191079 -
1911 -

SUBJECTS
Support, Contacts
Contact Records
Reports

2106 - Summary/Objective
2107 -
210701 - Continued training from ref SDS 3 line 220901.
210702 -
210703 -
210704 -    Showed highlighting available in Contact records, and how he can
210705 -    access a Contact record directly once it is entered into an SDS
210706 -    record.
210707 -
210708 -
210709 -
210710 -    Printing Contact Summary
210711 -
210712 -    Per ref SDS 1 line 220925, explained that separate lists have to be
210713 -    printed for organizations and individuals.
210714 -
210715 -
210716 -
210717 - Using Contact Records
210718 -
210719 - He is not yet posting Contacts to SDS records so he can do a report,
210720 - per ref SDS 1 line 220932?
210721 -
210722 - In one record, he manually entered some contact ID information in the
210723 - 02... contact lines.  I explained all of the data entry in these
210724 - lines have to be entered by the SDS program using the Contact system.
210725 - All free form text entry, goes below the 04... Control Field lines.
210726 - I showed him how to correct this using the F4 keys to move the date
210727 - he entered, and then we loaded Contacts to the record using the Menu.
210728 -
210729 - He saw how multiple contacts can be loaded, as many as necessary.
210730 -
210731 -         Showed how to open a Contact record and load it to an SDS
210732 -         record,
210733 -
210734 -         Did not show how to load a report screen for a report.
210735 -
210736 -
210737 -
210738 -
210739 -
2108 -
2109 -

SUBJECTS
Subject Index

2204 - Summary/Objective
2205 -
220501 - Installed new code and demonstrate use, per ref SDS 1 line 250704, and
220502 - as explained at ref SDS 2 line 080701.
220503 -
220504 -       Showed Denis how he can edit the SI on-line, because all he has
220505 -       to do is delete the lines he doesn't need.
220506 -
220507 -       I began adding SI sub-levels for current projects and deleting
220508 -       non-current projects, according to Denis' instructions, so he
220509 -       could see the method.  Then Denis did about 20 or so records
220510 -       himself, using the mouse and function keys.
220511 -
220512 -       He seems to like this function.
220513 -
220514 -       He asked if there is a way to transfer entries from the Master
220515 -       to the Current list.  I advised this is "under construction."
220516 -
220517 -
220518 - Marketing Account "05"
220519 -
220520 - Denis explained the "M....." accounts in the Master Project Roster,
220521 - which I put in his Project SI, are actually marketing identifiers.
220522 -
220523 - We considered the advantage of separating these from active projects,
220524 - and Denis made Primary account 05, a "Marketing" account.  I moved
220525 - the M..... data to the new "05" SI, and removed from his Current "03"
220526 - project SI, but did not remove them from the Master "03 00000" list.
220527 -
220528 -    I need to set up Denis' Master marketing account index.
220529 -
220530 -
220531 -
220532 - Editing Tools - Mouse
220533 -
220534 - We reviewed using the Mouse to go forward, backward, load records, and
220535 - call reports.  He got a chance to a fair amount of this while I was
220536 - here to assist him.  He also worked with function keys F1 F2 and F1
220537 - F3, to go forward, backward in the SI.
220538 -
220539 -
220540 -
220541 - I need to load my SI onto Denis' computer so I can continue to
220542 - demonstrate the full range of features on his computer while we are
220543 - training.
220544 -
220545 -
220546 -
2206 -
2207 -

SUBJECTS
SDS Records,
Segmenting Control Fields

2305 - Summary/Objective
2306 -
230601 - Reviewed this topic from ref SDS 3 line 250723.  Did more exercises
230602 - making multiple Control Fields using Shift F6.  Still need to show
230603 - how to use block copy.
230604 -
230605 -     Showed him how to open SI from Control Field and how to load
230606 -     subjects to Control Field from the SI.
230607 -
230608 -
230609 -
230610 -     Can he do Subject report with F1 F9?
230611 -
230612 -
230613 -
2307 -
2308 -
2309 -

SUBJECTS
Terms & Conditions

2404 - Summary/Objective
2405 -
240501 - Updated my records on his computer, per ref SDS 1 line 290501.
240502 -
240503 - Discussed further how he can use linking to apply my notes to his
240504 - records, so he greatly reduces the amount of data entry he needs to do
240505 - which saves time.  I explained there is a benefit of doing data entry
240506 - under the POIMS philosophy that struggling with the language imparts
240507 - understanding and discloses gaps that need further consideration,
240508 - so managers can discover and avoid mistakes.
240509 -
240510 -      This is explained in Help under "Procedures, Data Entry,
240511 -      Management Data Entry."  See as well Help under "Overview,
240512 -      Purpose, Better Management."
240513 -
240514 - See also SI accounts for SDS under:
240515 -
240516 -          Marketing
240517 -             Customer Perceived Value
240518 -                Thinkng Through Writing
240519 -
240520 -             Sales Resistance
240521 -                Writine Notes Twice
240522 -
240523 - See also report on Cal Tech seminar, per ref SDS 7 line 071557.
240524 -
240525 -
240526 -
240527 -
2406 -
2407 -

SUBJECTS
Kwan Henmi SDS
Develop & Maintain Hardware System

2505 - Summary/Objective
2506 -
250601 - Had several problems which may be hardware related.  Could not get the
250602 - printer to respond, even with the print command at the DOS prompt.  He
250603 - had this problem the other day, ref SDS 6 line 060701, and was able to
250604 - clear it by turning the computer off and back on.  Today, this would
250605 - not clear the problem.
250606 -
250607 -
250608 - Could not run Extract for Transfer.  The computer hung on the standard
250609 - function to delete information from a directory.  This same code ran
250610 - fine the other day, ref SDS 1 line 290501.  It is a simple DOS call,
250611 - and typically should not hang the computer.
250612 -
250613 -
250614 -
250615 -
250616 -
250617 - Check hardware stats with Norton si.
250618 -
250619 -    Same as at ref SDS 9 line 170603, but I am still curious and so
250620 -    leave this in.
250621 -
250622 -
250623 -
250624 -
250625 - Tape Backup
250626 -
250627 - Try to investigate this to make sure it is getting done.
250628 -
250629 -
250630 -
250631 -
250632 - Modem
250633 -
250634 - Follow up with Denis, per ref SDS 4 line 050651.
250635 -
250636 -     Mentioned this, but not sure about results, except that nothing
250637 -     is schedule on it.
250638 -
250639 -
250640 -
250641 - Notebook
250642 -
250643 - Mentioned installing SDS on their notebook.  Nothing was scheduled,
250644 - so will leave it until Denis feels more comfortable.
250645 -
250646 -
2507 -
2508 -