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


S U M M A R Y


DIARY: May 18, 1993 03:00 PM Tuesday; Rod Welch

Meeting with Denis re SDS training.

1...Summary/Objective


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CONTACTS 
0201 - Kwan Henmi Arch & Planng           415 626 6766
020101 - Mr. Denis Henmi; Principal

SUBJECTS
Kwan Henmi SDS, Installation
Screen Delayed in Reports, under Windows

0404 -    ..
0405 - Summary/Objective
0406 -
040601 - Decided to add /c fix for screen delay in SDS reports under Windows
040602 - problem, per ref SDS 2 line 050601.
040603 -
040604 -   During the visit on 930504, I thought we could get away with doing
040605 -   reports in full screen mode, but it is not effective this early in
040606 -   Denis' training for him to grapple with remembering to switch to
040607 -   full screen mode for reports.
040608 -
040609 -
040610 -
040611 -
0407 -

SUBJECTS
Kwan Henmi SDS Support
Review & Correct SDS records
SDS Records
Follow Up Procedures & SAA
Linking
Contacts
Subject Index

1010 - Summary/Objective
1011 -
101101 - Cursory review shows Denis is still not capturing the record very
101102 - well.  This is mainly because he has not learned to create new records
101103 - from existing ones quickly as events occur.  We worked on this today.
101104 -
101105 -
101106 - Reviewed how to schedule new tasks and create diary records by finding
101107 - the last record for a particular subject or organization and using F1
101108 - Shift F1.  Showed Denis how to do this using the indeas in Help for
101109 - SDS records, under
101110 -
101111 -             Procedures
101112 -               Make New Tasks & Links
101113 -
101114 -
101115 - As an exercise, we linked in his prior record where I had written
101116 - instructions on this.  The exercise showed Denis was closing the
101117 - target record with ESC, instead of using Ctrl F6 to switch to the
101118 - object record to execute F1 Shift F2.
101119 -
101120 - Denis entered a clarification in the prior instructions, that the
101121 - object record cannot be closed after it is marked.
101122 -
101123 -
101124 - Reviewed the various ways to use Contacts to find prior records for
101125 - scheduling following up, using the SDS reports features.
101126 -
101127 -
101128 -
101129 -
1012 -

SUBJECTS
Kwan Henmi SDS, Installation
Invoices

1205 - Summary/Objective
1206 -
120601 - Asked about status of payment on invoice submitted at ref SDS 1 line
120602 - 050701.
120603 -
120604 - Denis found it in the basket for their payables.  He expects payment
120605 - to be issued within a few days.
120606 -
120607 -
120608 -
1207 -
1208 -
Distribution. . . . See "CONTACTS"