THE WELCH COMPANY
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S U M M A R Y


DIARY: July 4, 1995 07:05 PM Tuesday; Rod Welch

Explain concept and utility of Action Item and Summary functions.

1...Summary/Objective


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CONTACTS 

SUBJECTS
SDS Record, Concept
Action Items, Summary
Controlled Visibility
Summary List Control Field Subjects
Action Items
Controlled Visibility

0908 -    ..
0909 - Summary/Objective
0910 -
091001 - Follow up ref SDS 11 0000.
091002 -
091003 - Did some research and analysis to identify where in the SDS record the
091004 - purpose and concepts of these features, Action Items, and Summaries,
091005 - are explained and coded.
091006 -
091007 -
0911 -
0912 -
0913 - Progress
0914 -
091401 - Initially Action Items and Summaries create more aspects of controlled
091402 - visibility, enabling the user to assemble information in different
091403 - ways according to circumstance, also called context.
091404 -
091405 - This set of features which includes the Subject Report, and SDS record
091406 - functions, started out as an effort to automatically assemble pending
091407 - action items so we don't have to find them within a large record of a
091408 - meeting, as shown in the record on 950626. ref SDS 2 0976  Another
091409 - purpose was to assemble them easily for review, and to investigate
091410 - status.
091411 -
091412 - Then on 950628 I needed a way to include Action Items for a single
091413 - record. ref SDS 4 0001
091414 -
091415 - In creating this feature, I realized on 950701 that it served a
091416 - separate and important purpose of being able to find information in a
091417 - record more quickly. ref SDS 9 0001
091418 -
091419 - Making the Action Item for a single record, led to the realization
091420 - that it would also be helpful to summarize the subjects on a large
091421 - record.  So the Action Item and Summary list function wound up being
091422 - created as a result of solving an entirely different problem.
091423 -
091424 - This led to the work on 950703. ref SDS 11 0001
091425 -
091426 -     [On 970116 reviewed context management as part of Controlled
091427 -     Visibility. ref SDS 12 2909]
091428 -
091429 -
091430 -
091431 -
0915 -
0916 -