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


S U M M A R Y


DIARY: March 11, 2001 11:57 AM Sunday; Rod Welch

SDS Doc Log format in records change to show date in DRT.

1...Summary/Objective
2...04408 Automate Creating Doc Log Fields in Proper Order, F1 F5
3...Mouse F5 Scroll Doc Log Choices
4...Linking Docs Automatically 01212 Incorporated into 04408
5...04110 Time Stamp, Indent Line Number for SDS Narrative, F1 F8
6...Anchor Function, F1 F1 F3


..............
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CONTACTS 

SUBJECTS
Doc Log & Outline Format, F1 F5, Macro 113
Publications Inventory by Subject, F2, 931010
Doc Log Template, F1 F5
Template Doc Log, F1 F5, 04101
Doc Log Primary Format, F1 F5, 04408
Drive Storage Location on Computer Disk, F1 F
Work Files Drive Storage Location F:, F1 F5,
Directory Path Project, Company Level, Primar
Doc Management in SDS Records Improved

1112 -
1112 -    ..
1113 - Summary/Objective
1114 -
111401 - Follow up ref SDS 17 0000. ref SDS 15 0000
111402 -
111403 - Improved ability to create and manage doc log fields in SDS records
111404 - for writing correspondence.  Made the mouse, ref SDS 0 L34O, F1 F5 and
111405 - the menu option for the doc log operation, all easier to use.  This
111406 - saves considerable time scrolling through other settings to reach the
111407 - one needed most
111408 -
111409 -     [On 010323 fixed Action Items, and Make New Task. ref SDS 19 0001
111410 -
111411 -
111412 -
111413 -
111414 -  ..
1115 -
1116 -
1117 - Progress
1118 -
111801 -  ..
111802 - 04408  Automate Creating Doc Log Fields in Proper Order, F1 F5
111803 -
111804 - Follow up ref SDS 17 7684, ref SDS 15 7684.
111805 -
111806 - Line 30, ref OF 2 NM6H, in 04408
111807 -
111808 - Today, completed about 11 days of work converting SDS reports from
111809 - Supersort to OTS, all reported in the record on 010301. ref SDS 18
111810 - 0001  Decided to go ahead and improve doc log management in this
111811 - record.
111812 -
111813 - Did following new project....
111814 -
111815 - We need a simple way to consistently maintain the order of doc log
111816 - management, as follows.....
111817 -
111818 -                 ..
111819 -                 DRP    Documents Received Prior DRT        "
111820 -                 "    Today DIT        "     Issued Prior DIP        "
111821 -                 "   Today OF     Other Files
111822 -
111823 -
111824 - ....where "prior" is above "today," e.g., Documents Received Prior,
111825 - above Documents Received Today," is used by the 04702 archive
111826 - operation to move "today" entries into the "prior" field, as part of
111827 - converting current SDS records into diary records.
111828 -
111829 - It is, also, helpful to have a direct way that avoids creating
111830 - duplicate doc log fields, which happens when a record is large and
111831 - work is hurried.
111832 -
111833 - Previously the User had to scroll to the top of the SDS record, which
111834 - could be done with a single step, using Ctrl F1, then decide how to
111835 - position the cursor to call 04408 and select the doc log template that
111836 - was needed.  It was necessary to properly position the cursor to
111837 - facilitate this operation.  Things that could go wrong included......
111838 -         ..
111839 -     1.  Not positioning the cursor property and creating a
111840 -         template in the middle of another template list, or
111841 -
111842 -     2.  Creating document templates out of order, which disrupted the
111843 -         archive operation.
111844 -
111845 -     3.  Creating duplicate templates for the same type of document.
111846 -
111847 - Today, 04408 called by F1 F5 and the Doc Log menu choice for "Document
111848 - Templates" was changed to provide a dedicated method for a User to
111849 - create, at will, doc log fields in the SDS Reference section, starting
111850 - from anywhere in an SDS record.  This saves time scrolling to the top
111851 - of the record, and figuring out where to enter a doc log field.  Now
111852 - SDS will figure this out, and maintain a consistent order, per above.
111853 - ref SDS 0 7684   This capability in total can be described as a
111854 - "custom" doc template functions.
111855 -
111856 - 04408 has, also, been called as a subroutine to 01212 which was called
111857 - by macro 136 in 000008 for creating doc log templates to put entries
111858 - for linking, which was created on 990530. ref SDS 11 1457
111859 - ..
111860 - Decided to incorporate the code in 01212 into 04408 because
111861 - there was a lot of duplication, and so combining them eliminated the
111862 - extra 2K overhead of calling another macro.
111863 -
111864 -      Therefore 01212 is eliminated today.
111865 -
111866 - The new primary 04408 process initiated by......
111867 -
111868 -                 F1 F5, or
111869 -
111870 -                 Menu
111871 -
111872 -                   Documents
111873 -
111874 -                     Doc Log Templates
111875 -
111876 -     ..
111877 -     Control moves to the SDS Reference field, below SDS records.
111878 -
111879 -     The screen changes color to visually alert the User that a special
111880 -     operation is underway, until F1 or ESC are pressed.
111881 -
111882 -         04408 makes an initial inventory of document log types already
111883 -         entered. ref OF 2 437L  This happens quickly and so is
111884 -         transparent to the User.  The inventory is applied, when the
111885 -         User ends the operation by pressing F1 or ESC, to determine
111886 -         whether a new template needs to be added.  Even though this is
111887 -         redundant, in some respects, because the User can generally
111888 -         see what is already present in the Reference field, letting
111889 -         the software perform this task is efficient in avoiding
111890 -         oversight.
111891 -
111892 -     ..
111893 -     Initial template is for Documents Received Today (DRT), and
111894 -     the default status is "Pending Response."
111895 -
111896 -
111897 - User then...
111898 -
111899 -     Presses F5, or clicks the left mouse button anywhere on the screen,
111900 -     and this scrolls through the following choices...
111901 -
111902 -
111903 -                 DRP    Documents Received Prior
111904 -                 DRT        "         "    Today
111905 -                 DIT        "     Issued Prior
111906 -                 DIP        "        "   Today
111907 -                 OF     Other Files
111908 -
111909 -
111910 - ..
111911 - F1, ESC, or Click Command Line to make choice.....
111912 -
111913 -     At any choice, the user can press ESC, F1 or click on the Command
111914 -     Line at the top of the screen, and this will end the operation by
111915 -     selecting the choice on the screen when the operation is ended.
111916 -
111917 -
111918 - When the operation ends, 04408....
111919 -
111920 -     1.  Checks to see if the requested template is already in the
111921 -         record, and if so, it deletes the template created for showing
111922 -         the User a selection choice, and positions the cursor to use
111923 -         the existing template.
111924 -
111925 -     2.  If the template is not already present, then 04408 moves the
111926 -         selected template into the correct order, and adjusts marks
111927 -         in the narrative to reflect added lines.
111928 -
111929 -
111930 - ..
111931 - Line 150, ref OF 2 926K, -label DLfrmt in 04408 begins doc log
111932 - format op here.
111933 -
111934 -    Test with debug to find where DRT is created and how to post date
111935 -    and time initially.
111936 -
111937 -  ..
111938 - Line 240, ref OF 2 Y74M, -label m1132 about 30 lines below
111939 -
111940 -    DRT initial format created without doc ID and date.
111941 -
111942 - Line 280, ref OF 2 6U9K, -label ncfFld
111943 -
111944 -    After initial DRT format is created, call new subroutine....
111945 -
111946 -
111947 -                          -gosub dID
111948 -
111949 -
111950 -    ...for adding doc ID, per below. ref SDS 0 WH3H
111951 -
111952 - ..
111953 - Line 310, ref OF 2 T55O, -label dOcLog
111954 -
111955 -    DRT after format is entered, on first data line, parameters for
111956 -    received doc directory and R1 for received today pending response
111957 -    are entered.
111958 -
111959 -        This is where we want to enter the file spec.
111960 -
111961 - Line 470, ref OF 2 YE8M, -label 1362av
111962 -
111963 -    Document ID params are created here.
111964 -
111965 -    Made it a subroutine today, so it can be called when the initial
111966 -    DRT format is created, per above.
111967 -
111968 -  ..
111969 - Line 500, ref OF 2 9090, -label dID
111970 -
111971 -    Doc ID subroutine created today so it can be called by initial DRT
111972 -    format op, per above. ref SDS 0 RF4N
111973 -
111974 -
111975 -
111976 - Line 60, ref OF 2 437L, create initial inventory of Doc Log fields in
111977 - the record and their line numbers to determine relative position of
111978 - new field.
111979 -
111980 - Line 650, ref OF 2 GE5H, -label exit
111981 -
111982 -    This is the esc function called by ESC, and by F1.
111983 -    ..
111984 -    This is where User has determined to complete the operation.
111985 -
111986 -    Code will determine the field chosen, and automatically position
111987 -    the field correctly relative to other fields, and if the field
111988 -    already exists, code will position User ready to make date entry
111989 -    on the next blank line for that doc log field type.
111990 -
111991 -    Flag for new doc log fields is.....
111992 -
111993 -       10 = 0 ........... DRT      100
111994 -       10 = 1 ........... DIT      101
111995 -       10 = 2 ........... DIP      102
111996 -       10 = 3 ........... DRP      103
111997 -       10 = 4 ........... OF       104
111998 -
111999 - ..
112000 - Today, make 04408 only create doc log format, and it can be done
112001 - from anywhere.
112002 -
112003 - F1 F8 will enter time outline structure, so 04408 does not do that
112004 - chore, per below. ref SDS 0 RD5N
112005 -
112006 -
112007 -
1121 -

SUBJECTS
Mouse Scrolls Doc Log Choices, 04408

120301 -  ..
120302 - Mouse F5 Scroll Doc Log Choices
120303 -
120304 - Line 520, ref OF 2 R76M, -label mouse
120305 -
120306 -     Added code today so the mouse can scroll choices by clicking
120307 -     anywhere, except clicking on the command line ends Doc Log choice
120308 -     op, and restores standard operation.
120309 -
120310 -     This increases utility of the mouse, because the template can be
120311 -     called now from the menu, then scroll the choices, and step out
120312 -     of the op, then select the subject, and do other secondary doc
120313 -     log entry, although the latter two steps are still awkward using
120314 -     the mouse.
120315 -
120316 -
120317 -
120318 -
120319 -
120320 -
120321 -
120322 -
120323 -
1204 -

SUBJECTS
Links Create Doc Log Fields in SDS Reference Field for Linking, 04408
Link References Listed Automatically, Macro 985, Macro 1361

1405 -
140501 -  ..
140502 - 01212  Added to 04408 for Creating Doc Log Fields in Linking Op
140503 - 04408  Incorporated 01212 for Creating Doc Log Fields in Linking Op
140504 - Linking Docs Automatically 01212 Incorporated into 04408
140505 -
140506 - Up until now we have been using.....
140507 -
140508 -
140509 -                          01212
140510 -
140511 -
140512 - ....created on 990530, ref SDS 11 1457, called by macro 136 in 000008,
140513 - ref OF 8 4536, to create links in SDS records to documents, and to
140514 - create doc log fields, and the entries needed to support the links,
140515 - when that information is not already in the record.
140516 -
140517 - 01212 has been calling 04408 to create the doc log fields when
140518 - needed.
140519 -
140520 -  ..
140521 - Work today results in eliminating a lot of code in 01212 that is
140522 - duplicated in 04408. ref OF 2 437L  Therefore 01212 is down to 740
140523 - bytes.
140524 -
140525 - Incorporated 01212 into 04408 and change the call in 000008.
140526 -
140527 -
140528 -
140529 -
140530 -
140531 -
1406 -

SUBJECTS
Time Stamp Outline for Narrative, Macro 113, 04408, F1 F5
Margin Right F1 F8
F08 Right Margin

1706 -
170601 -  ..
170602 - 04110  Time Stamp, Indent Line Number for SDS Narrative, F1 F8
170603 -
170604 - Line 30, ref OF 3 SD5I, moved this code from 04408 today, so we can
170605 - dedicate F1 F5 to setting up Doc Log without having to scroll to the
170606 - top of the file.
170607 -
170608 - This code in level 2 is now back where some of this functionality was
170609 - originally.
170610 -
170611 - F1 F8 is the right margin in the editor.  So this is no longer
170612 - available in SDS records.
170613 -
170614 - Line 80, ref OF 3 T89G, in 04110 call macro 986 in 000006 to create
170615 - an anchor at the top of an outline structure.
170616 -
170617 -
170618 -
170619 -
170620 -
170621 -
170622 -
170623 -
170624 -
1707 -

SUBJECTS
Anchor, F1 F1 F3
F03 Anchor
Anchors Alpha Nums, 000811, Macro 987, Create

200501 -  ..
200502 - Anchor Function, F1 F1 F3
200503 -
200504 - Line 690, ref OF 8 4RYF, -entry 155 created this today, assigning
200505 - macro 987 in 000006 that was created for linking. ref OF 7 ZV9O
200506 -
200507 - This provides a quick and simple way to create custom anchors when
200508 - needed.  This doesn't come up a lot, because SDS creates anchors, when
200509 - and as needed, but sometimes we want to force an anchor at a
200510 - particular location, and so this saves a few seconds and helps ensure
200511 - uniqueness.
200512 -
200513 -
200514 -
200515 -
200516 -
200517 -
200518 -
200519 -
2006 -
2007 -