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Text File  |  1993-06-17  |  12KB  |  261 lines

  1.  
  2.               Base Station/Remote Site Consolidation Feature
  3.  
  4.                                  Overview:
  5.  
  6. Thi≤ featurσ give≤ yo⌡ thσ abilit∙ t∩ consolidatσ datß froφ differen⌠ ì
  7. station≤ ont∩ onσ maste≥ station«  Yo⌡ caε thinδ oµ thσ individua∞ station≤ ì
  8. a≤ 'Remotσ Sitesº anΣ thσ maste≥ a≤ thσ 'Basσ Station'«   
  9.  
  10. Thi≤ featurσ wa≤ implementeΣ becausσ man∙ user≤ oµ thi≤ prograφ havσ askeΣ ì
  11. fo≥ thσ abilit∙ t∩ havσ ß rovinτ feature«  Onσ manage≥ ha≤ man∙ peoplσ ì
  12. workinτ fo≥ hiφ iε thσ fielΣ usinτ thi≤ prograφ oε thei≥ individua∞ lapto≡ ì
  13. portables«  Hσ askeΣ iµ hσ coulΣ consolidatσ everyone'≤ datß ont∩ hi≤ deskto≡ ì
  14. computer«  WitΦ thi≤ Consolidatioε Feature¼ hσ no≈ can«  
  15.  
  16. EacΦ Remotσ Sitσ goe≤ t∩ thσ men⌡ fo≥ Basσ Station/Remotσ Sitσ Consolidation«  ì
  17. Thi≤ men⌡ ha≤ 6 selections║ 
  18.  
  19.                             1⌐  Outpu⌠ records
  20.                          [useΣ froφ ß Remotσ Site]
  21.                              2⌐  Inpu⌠ records
  22.                        [useΣ froφ thσ Basσ Station]
  23.                 3⌐  Changσ Start/Sto≡ datσ oµ Consolidation
  24.                [useΣ onl∙ witΦ outputtinτ records¼ Optioε 1]
  25.  
  26.                    4)  View 'Log File' for Base Station
  27.                     5)  Category Consolidation Feature: 
  28.                          6) Selection Criteria Menu:
  29.  
  30. Thσá Remotσá Sitσá theεá select≤ thσ rangσ oµá record≤á tha⌠á he/shσá want≤ ì
  31. outputteΣ t∩ thσ consolidatioε disk«á  Thesσ arσ thσ date≤ tha⌠ thσ record≤ ì
  32. fo≥á thσá Maste≥á Filσ anΣ Activit∙ filσ werσ originall∙ entereΣá int∩á thσ ì
  33. system«á  WitΦ thσ abilit∙ t∩ selec⌠ ou⌠ record≤ b∙ datσ oµ entr∙ int∩á thσ ì
  34. system¼ yo⌡ caε makσ incrementa∞ consolidations¼ sa∙ ever∙ ▓ o≥ ┤ weeks«  
  35.  
  36. Aεá unlimiteΣá numbe≥ oµ Remotσ Site≤ caε outpu⌠ thei≥ record≤á ont∩á thei≥ ì
  37. individua∞ consolidatioε disks«á  Thσ Basσ Station¼á iε turn¼á take≤ al∞ oµ ì
  38. consolidatioεá disk≤á anΣ input≤ theφ onσ a⌠ ß timσ usinτ optioεá 2¼á Inpu⌠ ì
  39. records«á  Iµá thσ prograφ detect≤ tha⌠ i⌠ i≤ importinτ ß duplicatσá recorΣ ì
  40. int∩á thσ Maste≥ File¼á i⌠ wil∞ stop¼á displa∙ thσá questionablσá duplicatσ ì
  41. record≤ t∩ you¼ anΣ theε asδ yo⌡ fo≥ ß decision║  t∩ overwritσ thσ origina∞ ì
  42. recorΣá witΦ thσ newl∙ importeΣ one¼á o≥ t∩ abor⌠ thσ consolidatioε oµ tha⌠ ì
  43. onσá recorΣ int∩ thσ file«á   Al∞ activit∙ record≤ froφá thσá consolidatioε ì
  44. disks¼ oµ course¼ arσ addeΣ a≤ is¼ withou⌠ an∙ validation.
  45.  
  46. Thσá Basσá Statioε mus⌠ havσ ß harΣ disk¼á bu⌠ thσ Remotσ Site≤ caε havσá ß ì
  47. harΣá disδá o≥ bσ floppy-based«á  Thi≤ featurσ caε als∩ bσá though⌠á oµá a≤ ì
  48. providinτá thσ functionalit∙ oµ ß Loca∞ Areß Networδ withou⌠ thσ bothe≥ anΣ ì
  49. uncertaint∙ oµ beinτ dependen⌠ oε ß network«á  Let'≤ sa∙ tha⌠ ┤  datß entr∙ ì
  50. peoplσ arσ usinτ thi≤ prograφ t∩ takσ informatioε ove≥ thσ phone«  Iµ thei≥ ì
  51. superviso≥ want≤ acces≤ t∩ thσ consolidateΣ record≤ oµ al∞ ┤ people¼á  eacΦ ì
  52. persoεá coulΣ submi⌠ ß weekl∙ consolidatioε disδ t∩á thσá supervisor«á  Thσ ì
  53. supervisor¼á iε turn¼ woulΣ havσ ß fiftΦ systeφ tha⌠ functioneΣ a≤ thσ Basσ ì
  54. Statioε anΣ containeΣ onl∙ thosσ record≤ brough⌠ iε usinτ optioε 2¼ above.
  55. è                               ==============
  56.                                |  OPTION 1: |
  57.                                ==============
  58.                            "1)  Output records"
  59.                         '[used from a Remote Site]'
  60.  
  61.                     Choice of Data files to output:
  62.  
  63. Iεá thi≤ option¼á yo⌡ ente≥ you≥ choicσ oµ whicΦ file≤ yo⌡ wisΦ t∩ oupu⌠ a≤ ì
  64. thσ remotσ site.
  65.  
  66. Your choices are:
  67.  
  68.    "1 = Prospect and Activity File"
  69.    "2 = Prospect File only"
  70.    "3 = Activity File only"
  71.  
  72.  
  73.       Additional criteria available for outputting Activity records:
  74.  
  75. B∙á default¼á  thσá prograφ define≤ thσ datσ oµ thσ activit∙ recorΣ a≤á thσ ì
  76. datσ oµ it≤ creation¼ thσ datσ wheε i⌠ wa≤ firs⌠ entereΣ int∩ thσ program.
  77.  
  78. Yo⌡ havσ aε optioε here¼á however¼á oµ outputtinτ activit∙ record≤ baseΣ oε ì
  79. thσ callbacδ date¼á iµ any«  Thi≤ woulΣ bσ useful¼ fo≥ example¼ iµ yo⌡ havσ ì
  80. createΣ activit∙ record≤ fa≥ iε thσ past¼ witΦ ß curren⌠ callbacδ date.
  81.  
  82. Your are then asked this question:
  83.  
  84. --------------------------------------------------------------------------|
  85. áááD∩á yo⌡á wisΦ t∩ usσ thσ callbacδ datσ a≤á aεá additiona∞              |ì
  86. ááácriteriß fo≥ outputtinτ activit∙ records?
  87.                                                                           |
  88.             'T' or 'Y' = True; 'F' or 'N' = False                         |
  89. --------------------------------------------------------------------------|
  90.  
  91. Iµ you≥ answe≥ ye≤ t∩ thσ abovσ question¼á yo⌡ arσ theε prompteΣ fo≥á thesσ ì
  92. dates:
  93.  
  94.  
  95.  -------------------------------------------------------------------------|
  96.           ====  Definition of date range for Appointments  ====           |
  97.                                                                           |
  98.                Input Screen for Beginning and Ending dates
  99.  
  100.  
  101.                  Enter the first date of your outputting:
  102.                             XX/XX/1991
  103.  
  104.                   Enter the last date of your outputting:
  105.                             XX/XX/1991                                    |
  106.                                                                           |
  107. --------------------------------------------------------------------------|
  108.  
  109. è
  110. Afte≥ havinτ defineΣ thσ datσ rangσ fo≥ outputtinτ thosσ records¼á yo⌡ theε ì
  111. havσ thesσ choice≤ iε outputtinτ Activit∙ record≤:
  112.  
  113. 1 = Output by dates of creation AND callbacks
  114. 2 = Output by dates of creation OR callbacks
  115. 3 = Output by dates of creation ONLY
  116. 4 = Output by dates of callbacks ONLY
  117.  
  118.  
  119.                                ==============
  120.                                |  OPTION 2: |
  121.                                ==============
  122.  
  123.                             "2)  Input records"
  124.                       '[used from the Base Station]'
  125.  
  126.                   Potential Conflict of Activity Records:
  127.  
  128. B∙ default¼  thσ prograφ doe≤ no⌠ attemp⌠ t∩ displa∙ o≥ correc⌠ ß potentia∞ ì
  129. conflic⌠  oµ incominτ activit∙ records«   I⌠ assume≤ tha⌠ iµ yo⌡ havσ  madσ ì
  130. multiplσ activit∙ record≤ oε onσ da∙ fo≥ onσ prospec⌠ record¼ theε yo⌡ havσ ì
  131. donσ s∩ intentionally.
  132.  
  133. Yo⌡  havσ thσ optioε here¼  however¼  oµ thσ prograφ alertinτ yo⌡ t∩  thosσ ì
  134. case≤ wherσ aε incominτ activit∙ recorΣ contain≤ thσ samσ callbacδ datσ anΣ ì
  135. compan∙ namσ a≤ onσ alread∙ iε thσ program.
  136.  
  137. Iµá you≥ exercisσ tha⌠ option¼á thσ prograφ wil∞ theε displa∙ thi≤á messagσ ì
  138. wheε i⌠ observe≤ contentioε iε thσ incominτ datß witΦ thσ existinτ activit∙ ì
  139. file:
  140.  
  141. --------------------------------------------------------------------------|
  142.                   Similar Activity Record Found:                          |
  143.                                                                           |
  144. A⌠ thi≤ screen¼ yo⌡ wil∞ decidσ wha⌠ t∩ d∩ witΦ thσ simila≥ activit∙ recorΣ ì
  145. tha⌠á ha≤ beeε identified«á  Yo⌡ caε overwritσ thσ olΣ onσ witΦ thσ ne≈á o≥ ì
  146. leavσ thσ origina∞ onσ intact.
  147.  
  148.        "You have 3 choices: 
  149.  
  150. 1 = Delete old activity, append new one.
  151. 2 = Keep old activity, append new one
  152. 3 = Keep old activity, ignore new one.                                    |
  153.                                                                           |
  154. --------------------------------------------------------------------------|
  155.  
  156. Thσ activit∙  record≤ iε questioε arσ displayeΣ t∩ yo⌡ sidσ b∙ sidσ s∩ tha⌠ ì
  157. yo⌡ caε seσ wha⌠ datß i≤ involved«     
  158.  
  159. Regardles≤ oµ whethe≥ yo⌡ elec⌠ t∩ usσ thi≤ 'Potentia∞ Conflic⌠ oµ Activit∙ ì
  160. Recordsº logic¼á thσ prograφ wil∞ identif∙ iµ an∙ incominτ prospec⌠ record≤ ì
  161. alread∙ exis⌠ iε thσ Prospec⌠ file«á  Iµ ß duplicatσ entr∙ i≤ detected¼ thσ ì
  162. followinτ messagσ i≤ displayeΣ t∩ you:
  163. è
  164.  
  165. --------------------------------------------------------------------------|
  166.                   Duplicatσ RecorΣ Found║  Prospec⌠ File                  |
  167.                                                                           |
  168. A⌠á thi≤á screen¼á yo⌡á wil∞á decidσ wha⌠á t∩á d∩á witΦá thσ ì
  169. duplicatσáá recorΣá tha⌠á ha≤á beeεá identified«áá  Yo⌡á caε ì
  170. overwritσ thσ olΣ onσ witΦ thσ ne≈ o≥ leavσ thσ origina∞ onσ 
  171. intact«                                                                   |
  172.                                                                           |
  173. --------------------------------------------------------------------------|
  174.  
  175. A≤á witΦ thσ activit∙  record≤ thσ prospec⌠ record≤ arσ theεá displayeΣá t∩ ì
  176. yo⌡ sidσ b∙ sidσ s∩ tha⌠ yo⌡ caε read the data.
  177.  
  178.  
  179.                                ==============
  180.                                |  OPTION 3: |
  181.                                ==============
  182.                "3)  Change Start/Stop date of Consolidation"
  183.               '[used only with outputting records, Option 1]'
  184.  
  185. Optioε 3 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩ 
  186. thesσ dates:
  187.  
  188.                          STAR╘ DAT┼ :'01/01/1901'
  189.                          STO╨ DAT┼  :'12/12/2999º
  190.  
  191. Thi≤á mean≤á tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ßá 109╕á yea≥ ì
  192. period«á Let'≤ sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩ weeδ ì
  193. period¼á durinτá whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á  Iεá tha⌠ ì
  194. case¼á g∩ t∩ optioε │ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε ì
  195. a≤á thσ STAR╘ date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσ ì
  196. EN─ date«  No≈ you≥ outputtinτ wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.
  197.  
  198. [Note║á  Thσá datσá selectioεá featurσá refer≤á t∩á wheεá thσá record≤á wa≤ ì
  199. originall∙ entereΣ int∩ thσ system.]
  200.  
  201.                                ==============
  202.                                |  OPTION 4: |
  203.                                ==============
  204.  
  205.  
  206.                   "4)  View 'Log File' for Base Station"
  207.  
  208.  
  209. Ever∙ timσ yo⌡ usσ optioε ▓ a≤ thσ Basσ Statioε t∩ impor⌠ data¼ thσ prograφ ì
  210. keep≤ ß loτ oµ eacΦ procedure¼ 'LOG.DBF'¼ iε thi≤ form:
  211.  
  212.  
  213. ááá--------------------------------------------------------------
  214. áááBasσ Statioε Importinτ performeΣ oε 06/28/1989               |       
  215. ááá    Star⌠ Date║ 01/01/190▒   EnΣ Date║ 12/12/2999            |
  216. ááá    Categor∙ Selected║ ALL                                   |
  217. ááá    Numbe≥ oµ record≤ importeΣ froφ Prospec⌠ file║       5èááá    Numbe≥ oµ record≤ importeΣ froφ activit∙ file║     178
  218. ááá    Datß importeΣ fo≥ EΣ Zung¼ salesmaε fo≥ thσ Ba∙ area
  219.  
  220. áááBasσ Statioε Importinτ performeΣ oε 06/30/1989
  221. ááá    Star⌠ Date║ 01/01/190▒   EnΣ Date║ 12/12/2999
  222. ááá    Categor∙ Selected║ ALL
  223. ááá    Numbe≥ oµ record≤ importeΣ froφ Prospec⌠ file║       3   |
  224. ááá    Numbe≥ oµ record≤ importeΣ froφ activit∙ file║     288   |
  225. ááá    Datß importeΣ fo≥ Southerε Distric⌠ salesman¼ Phi∞ Smith |
  226. ááá--------------------------------------------------------------
  227.  
  228.   
  229. Wheεá yo⌡á impor⌠ datß a≤ thσ basσ station¼á thσ prograφ wil∞ creatσ ßá si° ì
  230. linσ entry¼á startinτ witΦ 'Basσ Statioε Importing...º anΣ endinτ witΦ you≥ ì
  231. comment«  Thσ prograφ create≤ thσ firs⌠ fivσ line≤ automatically¼ whilσ yo⌡ ì
  232. ente≥ you≥ commen⌠ fo≥ linσ six.
  233.  
  234. 'LOG.DBFºá i≤á aεá ASCI╔ filσ tha⌠ yo⌡ caε manipulatσá externall∙á witΦá aε ì
  235. externa∞ worΣ processor¼ iµ s∩ desired.
  236.  
  237.                                ==============
  238.                                |  OPTION 5: |
  239.                                ==============
  240.  
  241.                         Category Consolidation:
  242.  
  243. A⌠ thi≤ option¼á yo⌡ caε basσ you≥ datß outputtinτ iε selectioε ▒ oε eithe≥ ì
  244. ßá rangσá oµ categorie≤ o≥ ß lis⌠ oµ non-continuou≤ individua∞á categories«   ì
  245. Fo≥á example¼á iµá yo⌡ haΣ selecteΣ ß range¼á theε yo⌡á coulΣá combinσá al∞ ì
  246. record≤ froφ categorie≤ ▒ througΦ 50«á  Yo⌡ caε selec⌠ an∙ sizσ range¼ froφ ì
  247. ßá rangσá oµ 5░ t∩ ß rangσ oµ 50,00░ categories«á   Iµ yo⌡ haΣ selecteΣá t∩ ì
  248. inpu⌠ ß non-continuou≤ lis⌠ oµ categories¼á theε yo⌡ coulΣ ente≥ u≡ t∩á 20░ ì
  249. categorie≤ fo≥ consolidation¼ sucΦ a≤ t∩ combinσ categorie≤ 10¼ 11¼ 15¼ anΣ ì
  250. 20.
  251.  
  252.                                ==============
  253.                                |  OPTION 6: |
  254.                                ==============
  255.  
  256. 6⌐  Selec⌠ ou⌠ an∙ comment¼ city¼ state¼ zip¼ person¼ o≥ taggeΣ statu≤ fo≥ ì
  257. Consolidation«  Whateve≥ codσ o≥ commen⌠ yo⌡ select¼ thi≤ criteriß wil∞ bσ ì
  258. applieΣ t∩ optioε ▒ iε thi≤ menu.
  259.  
  260.  
  261.