THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: November 15, 1995 07:09 PM Wednesday;
Rod Welch
Improved Action Item system, SDS record summary options and highlights.
1...Summary/Objective
.......Increasing visibility within a particular SDS record, and
.......thereby improving self-understanding.
..............
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CONTACTS
SUBJECTS
Subjects, Action Items
Action Items, 950729
Highlight, Follow up, 910326
Action Items, macro 0703, 950701
Controlled Visibility
0807 - ..
0808 - Summary/Objective
0809 -
080901 - Follow up ref SDS 14 0000, ref SDS 9 0000.
080902 -
080903 - The Action Item function in the menu needs to assemble headings and
080904 - other highlighted items. So we need to make the 4th color be the
080905 - Action Item lines, instead of current procedure of using the 3rd color
080906 - for Pending Action Items.
080907 -
080908 - Concepts and overview of system was orginally developed on 950626....
080909 - ref SDS 9 0976 and further at ref SDS 9 4444, on Controlled Visibility
080910 - at ref SDS 9 2772.
080911 -
080912 - Tonight I seem to have modified that scheme.
080913 -
080914 - [On 951116 added feature for record summary. ref SDS 15.]
080915 -
080916 -
080917 - ..
0810 -
0811 -
0812 - Progress
0813 -
081301 - There is an "Action Item" function in the SDS record "Diary/Reports"
081302 - menu. It is used to find lines given the 3rd color flag. These are
081303 - typically the underlined headnotes, but not always.
081304 -
081305 - Probably a better name is:
081306 -
081307 -
081308 - Headlines
081309 -
081310 -
081311 - ...to reflect that part of Communication Metrics is to be a
081312 - "Reporter" who writes headlines to summarize the meaning of a
081313 - story.
081314 -
081315 - All SDS headlines are not color coded and some color coded lines are
081316 - not headlines. This scheme provides several ways to quickly identify
081317 - the importance of information and provide visual prompts about
081318 - meaning.
081319 -
081320 - Originally, however, the 3rd color flag was coded to be the assembly
081321 - criteria for pending Action Items, ref SDS 11 line 99. As it became
081322 - more apparent how valuable it was to assemble the headlines using the
081323 - SDS record menu for "Action Items", the 3rd color code was applied
081324 - widely to that objective rather than to identifing pending Action
081325 - Items which originally were assembled by the Subject Report when
081326 - configured with a secondary selection criteria for management
081327 - functions called "Action Items."
081328 - ..
081329 - This original purpose, however, has been gradually displaced
081329 - over the past several months because an alternate use emerged that was
081329 - extremely valuable.
081332 -
081333 - This new use occurred during a time when the need for Action Item
081334 - review was reduced to near zero, since no outside contracts or
081335 - projects were being managed. Thus, the Action Item system, which is
081336 - mainly a "reporting" or tracking function vis a vis understandings
081337 - with others, came to be used for something else that was equally
081338 - helpful:
081339 -
081340 - Increasing visibility within a particular SDS record, and
081341 - thereby improving self-understanding.
081342 -
081343 - Now, I want to change the Subject report selection criteria for Action
081344 - Items to the 4th color flag, because the 3rd color code is now simply
081345 - identifying a larger body of "heading" pointers described in the para
081346 - above.
081347 -
081348 - I guess I need another SDS record color code for Alt F10, so we can
081349 - have another option.
081350 -
081351 - [See follow up thinking at ref SDS 15 line 70.]
081352 -
081353 - ..
0814 -
0815 -
0816 - 061120
0817 -
081701 - Follow up work at ref SDS 11 line 93.
081702 -
081703 - Line 1555 -label lpy12, change this to only assemble pending Action
081704 - Items for the reasons under para 1 under "Progress" above.
081705 -
081706 - This is a little more complicated because the code is using counter 7
081707 - to distinguish the type of report which can be either pending items
081708 - only or all action items, per ref SDS 10 line 208.
081709 -
081710 - Line 1575 -label lpx12, I am changing the selection criteria as
081711 - follows from:
081712 -
081713 - -if @7 = 1 -if @1 != 102 -if @1 != 106 immed d
081714 -
081715 - ...to:
081716 -
081717 - -if @7 = 1 -if @1 != 102 -if @1 != 107 immed d
081718 -
081719 - This should avoid having all of the Header lines show up as Action
081720 - Items in the Action Item report. It will get only lines codes red
081721 - which is Automatic Follow Up, and green, which is the new Action
081722 - Item color for non-Automatic Follow Up items.
081723 -
081724 - Will change following line:
081725 -
081726 - -if @7 = 2 -if @1 != 102 -if @1 != 106 -if @1 != 107 immed d
081727 -
081728 - ...to:
081729 -
081730 - -if @7 = 2 -if @1 != 102 -if @1 != 107 -if @1 != 109 immed d
081731 -
081732 - This requires adding a new highlight flat "m" for Alt F10. I think
081733 - the idea is that something originally flagged as green, can be
081734 - changed to another color so it shows up in the report.
081735 -
081736 - Explanation of how system works is at ref SDS 1 line 50.
081737 -
081738 -
081739 -
0818 -
0819 -
0820 - 0611230
0821 -
082101 - Line 130 -label over, about 20 lines below,
082102 -
082103 - This is a little subtle and complicated for me to muddle through this
082104 - evening. It is something about setting a flag to distinguish the
082105 - status of an Action Item. I am eliminating consideration of postion 7
082106 - which was about whether an Action Item was still Pending.
082107 -
082108 - The code change this evening is, I think, intended to assemble a
082109 - report on "Completed" Action Items. I am unable to fully explain the
082110 - elements and interrelationships this evening.
082111 -
082112 -
082113 -
082114 -