THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: June 23, 1994 05:15 PM Thursday;
Rod Welch
Received call from Jeff on SDS problem with Contacts.
1...Summary/Objective
......General Procedure/Objective
......Detailed Procedure
......Open Contact Summary File
......Modify Summary File
.....Open Contact Record & Update Summary
..............
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CONTACTS
0201 - Seawest Company 619 293 3340 fax 3347
020101 - Mr. Jeffery S. Ghilardi
020102 - Vice President Project =619 987 1617 (Mobile); 619 293 3576 (modem)
020103 - Project Engineering, Construction
SUBJECTS
Seawest, SDS Installation Contacts
Summary Missing Names
Summaries, 047041
0505 - ..
0506 - Summary/Objective
0507 -
050701 - Jeff said he has several contact records for which there is no
050702 - entry in the summary.
050703 -
050704 - We discussed it in general. Jeff will try to recover and let me know
050705 - if he needs further help. I then worked out the procedures below.
050706 -
050707 - [On 940624 submitted procedures below. ref SDS 1 0001
050708 -
050709 - [On 941201 visited Jeff in San Diego and fixed this problem.
050710 - ref SDS 2 VF4H
050711 -
050712 -
050713 -
050714 - ..
0508 -
0509 -
0510 - Analysis
0511 -
051101 - I encountered this problem once also, but could not figure out how I
051102 - solved it, while speaking to Jeff.
051103 -
051104 - If we can open the record then assign the contact profile after
051105 - setting 47 4, then F2 should create the entry in the Summary file.
051106 - Macro 150 calls macro 163 in 000009 for 47 4, we also need to set
051107 - counter 128 to either 4 for orgz, or 2 for indiv records. We have
051108 - to setcnt 151 21 or 20 for modify or make new. We also have to
051109 - open the contact summary file and enter markcur 33.
051110 -
051111 - Since it is necessary to open the Summary file and enter markcur 33,
051112 - it seems easier just to do the whole thing manually as follows:
051113 -
051114 - General Procedure/Objective
051115 -
051116 - Use Keyword locator to find Contact Number of record that is
051117 - missing from Summary. Use File List to open Summary file and
051118 - type an entry for the missing contact. Save it. Then open the
051119 - contact record in the regular manner and use F2 to update the
051120 - Summary.
051121 -
051122 - Detailed Procedure
051123 -
051124 - If you already know the ID # of the missing record, go to step 5.
051125 -
051126 - 1. Find the contact number for the record you think is missing.
051127 -
051128 - From an SDS record or any editor file, open "Keyword" search
051129 - which is in "Diary/Reports" menu of SDS record, and in
051130 - "Other" for Editor files.
051131 -
051132 - 2. Enter a specification to find the Contact file of the record
051133 - that is missing from the Summary. It will look something
051134 - like this:
051135 -
051136 - É======Ë=====Ë==============================================»
051137 - º Year ºMonthº Specification º
051138 - Ì======Î=====Î==============================================¹
051139 - º 199Û º All º º
051140 - È======Ê=====Ê==============================================¼
051141 -
051142 - 3. Hit Tab twice to move cursor into "Specification" box, and
051143 - type following:
051144 -
051145 - É======Ë=====Ë==============================================»
051146 - º Year ºMonthº Specification º
051147 - Ì======Î=====Î==============================================¹
051148 - º 1994 º All º c: sd 09 "SEAWEST" º
051149 - È======Ê=====Ê==============================================¼
051150 -
051151 - The name in the quotation marks, is the organization for
051152 - which you believe their is a contact record, that is not
051153 - showing up in the Summary.
051154 -
051155 - 4. Press <Enter>
051156 -
051157 - This gives you a list of Contact records where Seawest is
051158 - entered. It will show you the contact number based on the
051159 - filename for the record. Write this down for use in step 12,
051160 - below.
051161 -
051162 -
051163 - Open Contact Summary File
051164 -
051165 - 5. Use File List from an SDS record, press F1 F3, or click on
051166 - "File" in the menu bar, and then click on "File Access."
051167 -
051168 - 6. In File Access box, type:
051169 -
051170 - sd 09 <Enter>
051171 -
051172 - 7. This makes a list of all contact records and summary files.
051173 - Organizations are in directory:
051174 -
051175 - sd 09 02
051176 -
051177 - Individuals are in directory:
051178 -
051179 - sd 09 03
051180 -
051181 - The list will look like this for "02" organizations,
051182 - where the numbers in the middle row are the filenames
051183 - corresponding to the letters in the alphabet.
051184 -
051185 -
051186 - c:\sd\09\02\00000\ A 01 2295 94-06-10 10:22
051187 - c:\sd\09\02\00000\ B 02 2304 94-04-25 5:39
051188 - c:\sd\09\02\00000\ C 03 5810 94-06-23 22:28
051189 - c:\sd\09\02\00000\ D 04 2664 94-06-01 11:22
051190 - c:\sd\09\02\00000\ R 18 450 94-06-14 1:48
051191 - c:\sd\09\02\00000\ S 19 5301 94-06-24 11:27
051192 - c:\sd\09\02\00000\ W 23 1179 94-06-23 14:46
051193 -
051194 -
051195 - 8. Open the Summary file that is missing the contact entry, by
051196 - moving the cursor vertically down the list to the filename
051197 - that corresponds to the first letter in the name of the
051198 - record that is missing. For "Seawest" it would be #19,
051199 - because "S" is the 19th letter in the alphabet.
051200 -
051201 - Press <Enter> or double click on the line with the filename
051202 - that correspondes to the contact record that is missing.
051203 -
051204 -
051205 - Modify Summary File
051206 -
051207 - 9. You are now in the Summary file that is missing an entry for
051208 - a contact record. Browse through it to make sure the entry
051209 - is missing. It may be corrupted.
051210 -
051211 - 10. Use F6 on the top entry in the list to duplicate it.
051212 -
051213 - 11. Type over this line in all CAPITALS the name of the
051214 - organization that is missing.
051215 -
051216 - It is not necessary to enter the phone number and contact
051217 - name, because it will be done when the record is updated
051218 - in the normal manner in step 12.
051219 -
051220 - 12. Use F8 to shift the file right so you can type the record
051221 - number beginning in column 81. Type the number found in
051222 - step 4. If it is a two digit number, enter those numbers in
051223 - the last 2 places following the format of all of the other
051224 - records shown in the list.
051225 -
051226 - Press F2 to save the revised Summary file, and ESC to close
051227 - it.
051228 -
051229 - Open Contact Record & Update Summary
051230 -
051231 - 13. Open the Contact record in the normal manner using the menu
051232 - procedures.
051233 -
051234 - 14. Press F2 in the Contact record. This will update the Summary
051235 - so the new entry created above is alphabetized, and has the
051236 - correct name of the person and phone number.
051237 -
051238 -
051239 -
051240 -
051241 -
0513 -
Distribution. . . . See "CONTACTS"