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


S U M M A R Y


DIARY: November 25, 1995 10:25 AM Saturday; Rod Welch

Improved SDS record menu, opening records, Action Items concepts.

1...Summary/Objective
2...Menu Organization
......Eliminate Data Entry in Menu Bar
......Schedule/Diary Annotate Fields
3...Report Concept
4...Action Items
....Changed "Other" to "Tools."
......I.am thinking this evening about making the "Schedule" entry in
5...Annotate Field for SDS Records
6...Open SDS Records
7...Opening Schedule/Diary with Pointer


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

SUBJECTS
SDS Concepts, Action Items, 950729
Highlight, Follow up, 910326
Menu Bar/Box Design/Appearance
Menu, System Design, Intuitive

0806 -    ..
0807 - Summary/Objective
0808 -
080801 - Followed up work at ref SDS 7 line 28.
080802 -
080803 - Got the menu system active again.  Made pointer in SDS records open
080804 - the Schedule or Diary when these are clicked in the annotate field, so
080805 - the program may be a little more intuitive.  Decided to position SDS
080806 - records when they are first opened to the first "Summary/Objective"
080807 - section, since this provides real information about what the thing is
080808 - about.  Changed the code that opens SDS records and the Schedule so if
080809 - these are already opened, their existing position remains constant,
080810 - rather than starting from top of the file.  This makes the mouse more
080811 - useful, similar to using Ctrl F6 or the CMD position to scroll the
080812 - file chain.
080813 -
080814 -
0809 -
0810 -
0811 - Progress
0812 -
081201 - Menu Organization
081202 -
081203 - Today I am thinking about not using "View" developed yesterday at ref
081204 - SDS 7 line 28, and putting the stuff in the "Manage" and "Reports"
081205 - menu.
081206 -
081207 - Decided to strive for a common menu structure for both SDS records and
081208 - the Schedule.  "Manage" is already in Schedule and sets SDS apart a
081209 - bit in offering unique functions for "executive management."  We are
081210 - keeping "Contacts" and "Diary" near the front of the menu, because
081211 - they take data entry and the only access to it is by using the tab
081212 - key.  The new layout minimizes the number of keystrokes to reach the
081213 - data entry position.
081214 -
081215 -      Eliminate Data Entry in Menu Bar
081216 -
081217 -      Actually, we could do away with data entry in the main menu bar,
081218 -      and simply use the pointer to click open the menu and do the data
081219 -      entry there.  If the pointer is used, then there are actually
081220 -      fewer keystrokes without using the menu bar for data entry.
081221 -
081222 -      The problem is that some users perfer the Tab key rather than
081223 -      using the pointer.  Sometimes the pointer is not available. There
081224 -      remains some convenience to performing data entry in the menu
081225 -      bar.
081226 -
081227 -      Schedule/Diary Annotate Fields
081228 -
081229 -      Made these active and changed the way macro 94 and 96 open the
081230 -      Schedule and Diary.  We want the cursor position to remain
081231 -      constant rather than starting over so the User can scroll
081232 -      between screens.
081233 -
081234 -      This merely supplements the Ctrl F6 function which already
081235 -      accomplishes these tasks.  It may be more intuitive because a
081236 -      User could be drawn to click on "Schedule/Diary" to get these
081237 -      parts of the program, whereas, the intent is really to indicate
081238 -      this is a "Schedule/Diary" record.
081239 -
081240 -
081241 - Report Concept
081242 -
081243 - I considered today an alternate process of calling a report screen and
081244 - then figuring out what to put in it.  SDS currently does reports by
081245 - first deciding what the report is for, and then calling a report
081246 - screen to go get it.  If we have a "Report" menu, people may
081247 - intuitively feel it should open a report screen to fill out.
081248 -
081249 -
081250 - Action Items
081251 -
081252 - Another idea is to create a separate inventory of Action Items.  What
081253 - is not clear is how to track them, unless they are part of the Subject
081254 - Index.  Our aim is to avoid proliferation of the SI, and to avoid
081255 - having to manually enter stuff in the SI.  Possibly we can create a
081256 - routine that manufactures an SI?  I considered today using the
081257 - "Special" Control Field for Action Items.  It is not clear how it
081258 - would work other than by entering the stuff in the SI, and I don't
081259 - want it to work that way.
081260 -
081261 - What was the original idea?  See ref SDS 1 line 139, and later at ref
081262 - SDS 2 line 48.
081263 -
081264 - We are going to keep the same basic system, but hopefully make it
081265 - easier to implement using ideas at ref SDS 2 line 48.
081266 -
081267 - The main changes at ref SDS 4 line 97, are related to the SDS menu
081268 - system, to create a separate Headline feature to supplement Action
081269 - Items.
081270 -
081271 - The first step is to get the menu bar active again.
081272 -
081273 -
0813 -
0814 -
0815 -

SUBJECTS
Highlight, Follow up, 910326
Menu Bar/Box Design/Appearance
Menu, System Design, Intuitive
Open SDS records
Citations, open SDS records

1408 - 000003
1409 -
140901 - Continue work at ref SDS 6 line 357.
140902 -
140903 -    Changed "Other" to "Tools."
140904 -
140905 - Line 270 -entry 80, about 70 lines below,
140906 -
140907 -      I am thinking this evening about making the "Schedule" entry in
140908 -      the annotate field of an SDS record, open the User's Schedule by
140909 -      clicking.  Did this under work on 000001, below.
140910 -
140911 - Line 615 -label diary9, eliminated separate menu locations for
140912 - Schedule and SDS records.
140913 -
140914 -
140915 - Line 690 -label regmnu, about 70 lines below, adjusted the new column
140916 - positions for the revised fields, including the change from "Subjcts"
140917 - to "Subjects"
140918 -
140919 - Line 835 -entry 809, the above changes to the menu for SDS records
140920 - required changing the code for the "End" key (pfe).  Moved the initial
140921 - cursor location from column 68 to 75.
140922 -
140923 -
140924 -
140925 -
140926 -
1410 -
1411 -
1412 - 050405
1413 -
141301 - Line 15 - change the column position for Diary, which is moved from
141302 - the "Manage" menu.
141303 -
141304 - Line 195 -label rcrdsQ, will move this to 0504051 and will bring
141305 - in from 0504051 the Diary menu.
141306 -
141307 - Added a call to the SDS Schedule screen.  Modifeid macro 94 so it
141308 - exits after opening the Schedule, if the Schedule is already in
141309 - memory.  This supports using the menu to scroll between screens rather
141310 - than Ctrl F6.
141311 -
141312 - Will also add a way to make this call using the
141313 -
141314 -
1414 -
1415 -
1416 - 0504051
1417 -
141701 - Line 10 - Moved the "Records" menu from 050405 to this menu file and
141702 - renamed it "Manage."  Changed "Other" to "Tools."
141703 -
141704 - Moved Diary and Schedule from "Manage" and put them in "Diary" in the
141705 - 050405 menu file.
141706 -
141707 -
141708 -
141709 -
1418 -
1419 -
1420 - 000005   Opening Schedule
1421 -
142101 - Line 1985 -entry 94, about 20 lines below, added conditional to avoid
142102 - setting up the Schedule if it is already opened.  This supports using
142103 - the menu system to return to it rather than Ctrl F6.
142104 -
142105 -
1422 -
1423 -
1424 - 0000008
1425 -
142501 - Annotate Field for SDS Records
142502 -
142503 - Line 1855 -entry 1571, about 35 lines below, changed the annotation
142504 - field for archived diary records to show "Schedule/Diary" so we
142505 - support a menu access to the Schedule and Diary functions by clicking
142506 - on these fields on the screen.
142507 -
142508 -     Formerly this used "Schedule/Diary" only for current SDS records,
142509 -     and we used "Diary" for archived recrods to distinguish them,
142510 -     however, the different colors of these records is adequate to
142511 -     alert the user, and we can make better use of a constant content
142512 -     in the annotate field.
142513 -
142514 -
142515 - Open SDS Records
142516 -
142517 - Line 2030 -entry 1601, tried adding code that positions an SDS record
142518 - at the Summary/Objective section when it is first opened, instead of
142519 - at the top, since there is no data entry at that location.
142520 -
142521 -     This supplements the work under 000006 explained below.
142522 -
142523 -
1426 -
1427 -
1428 - 000006   Open SDS Records
1429 -
142901 - Line 610 -label prGSm, about 10 lines below, added conditional to exit
142902 - from the code that opens SDS records from the Schedule screen, so the
142903 - program will leave an SDS record in its current position if it is
142904 - already open, rather than starting from the top of the record.
142905 -
142906 -    [See follow up considering adding this feature to open citations
142907 -    from within SDS records, ref SDS 8 line 40.]
142908 -
142909 - This supplements the work in 000008 explained above.
142910 -
142911 -
142912 -
142913 -
1430 -
1431 -
1432 - 000001
1433 -
143301 - Opening Schedule/Diary with Pointer
143302 -
143303 - Line 315 -entry 230, this is the code that reads the pointer.  Want
143304 - it to execute the Schedule or Diary function based on the annotate
143305 - field.
143306 -
143307 - Right now it scrolls the file up a line.  Since this same function
143308 - occurs when the command is clicked beyond 10 columns of the CMD
143309 - field, we don't need this function in the Annotate field also.
143310 -
143311 - Line 1055 -label prfDN, about 10 lines below, changed the pointer from
143312 - doing a "down" command when clicked in the annotate field, to opening
143313 - the Schedule and Diary.
143314 -
143315 -
143316 -
143317 -
143318 -
1434 -