Category : Databases and related files
Archive   : MMD.ZIP
Filename : MMD.DOC

MakeMyDay

Time Management System
Version 3.0


















Copyright (C) 1986, 1987
Universal Business Concepts, Inc.
All Rights Reserved




MakeMyDay
User's Maunal Addendum
Version 3.0


COLOR SCREENS
Color screens are now produced for color monitors. MakeMyDay will also run
on monochrome monitors. Selection of monochrome or color mode is done
automatically.

ID MASK
In the Job Scheduler, Time Log or Expense Account Manager it is now
possible to view selected ID key fields. Once the desired key has been
entered, only items whose ID fields match will be visible. To restore
visibility to all items, enter a blank field in the ID Mask. Use the F6
key to enter ID Mask keywords. For example, if you were in the Expense
Account Manager area and wanted to view only those records whose ID fields
match "TRAVEL", you would press the F6 key, enter the word "TRAVEL" and
press . The screen will now show only "TRAVEL" items.


JOB PRIORITIZATION
The Job Scheduler Status field now has four states, (H)igh Priority, (L)Low
Priority, (C)omplete and (D)elete. The (I)ncomplete status state has been
replaced with the (H)igh and (L)ow priority options. In order to maintain
compatibility with previous versions of "MakeMyDay", all jobs previously
marked (I)ncomplete are treated the same as (H)igh Priority items.

STATUS MASK
The Job Scheduler Status Mask now has four states, Off, (H)igh, (L)ow and
(H/L). Use the Status Mask to view only the records that match the selected
state. For example, to view only (H)igh Priority items set the Status Mask
to (H). To change the Status Mask, press the F4 key repeatedly until the
desired state shows, then press any other key (except F4) to return to the
view window.


ESCAPE KEY
The escape key (Esc), can now be used to abort data entry screens and
report request screens. Press Esc at any time to abort the process and
return to the previous task. Additionally, printer related critical
errors are now trapped, allowing the printer to be turned off without
the risk of files left open.


TABLE OF CONTENTS

Introduction ............................................... 1
What It Is ................................................. 2
Getting Started ............................................ 3
Floppy Disk System ....................................... 3
Hard Disk System ......................................... 3
How to Run ............................................... 3
Selecting Drive and Filename ............................... 4
File Naming Conventions .................................... 4
Paths ...................................................... 4
General Usage .............................................. 5
Dates ...................................................... 6
Calendar Display ........................................... 6
ID Fields .................................................. 6
Appointment Calendar ....................................... 7 - 8
Job Scheduler .............................................. 9 -10
Expense Account Manager .................................... 11
Time Log ................................................... 12
Process Deletions .......................................... 13
Rebuilding Index Files ..................................... 13
Site License Agreement ..................................... 14
Order Form ................................................. 15


1


INTRODUCTION

MakeMyDay is the copyrighted property of Universal Business Concepts.
You are granted a limited license to use MakeMyDay and to copy it
and distribute it provided that the following conditions are met:

1) No fee may be charged for such copying and distribution.

2) MakeMyDay may only be distributed in its original, unmodified state.


Any voluntary contributions for the use of this program will be
appreciated and should be sent to:

Universal Business Concepts, Inc.
169 Edgewood Avenue
Longmeadow, MA 01106

You may not use this product in a commercial environment or a
governmental organization without paying a license fee of $35. Site
and commercial distribution licenses are available. A program disk
and printed documentation are available for $50. An Order Form and
Site License Agreement are contained at the end of this documentation.


A word about user supported software:

It is extremely expensive to bring a new software product to market
in today's environment. The user supported software concept (usually
known as Shareware) provides a method whereby individual authors and
small companies can market their products without incurring staggering
advertising and promotional costs.

The user benefits in two ways. First, the user may "test drive" the
product thoroughly before purchasing it and second, the user receives a
quality product of proven value at low cost.

This concept can only work with your support. If you find that you are
still using MakeMyDay (or any other user supported software package)
after a couple of weeks, then it is obviously worth something to you
and you should send in a contribution.

2
WHAT IT IS

MakeMyDay is a complete computerized Time Management system for
the IBM PC family of computers. It is an Appointment Calendar, a
Job Scheduler, a Time Log and an Expense Account Manager. It can be
used to keep track of all of these things for one person, or for
several people. It makes use of your line printer to produce all
the worksheets and printed reports you need to organize your
business and personal schedule.

The APPOINTMENT CALENDAR allows you to keep track of all of your
appointments, twenty-four hours per day. It will handle individual
appointments or repeating appointments (first Tuesday of each month,
every Monday at 8 O' Clock, etc.). You can view your appointments on
your computer monitor or get a printed report.

The JOB SCHEDULER keeps track of your complete "to do" list, broken
down into the categories you assign. It will remind you of everything
you have scheduled for yourself. Incomplete items are rolled forward
until you mark them as complete. In addition, MakeMyDay will provide a

Work In Progress report for each category you assign. The next time the
boss suddenly wants to know "How do we stand on the Wombat project ?",
you'll be able to provide a complete printed list of every activity
involved- the day it was scheduled to be completed, and the day it
was completed along with everything that remains to be done.

The EXPENSE ACCOUNT MANAGER keeps track of your expenses. You assign
the categories (travel, entertainment, hotel, etc.) under which each
item belongs. You also specify the date and the amount, and whether
the item is a payment or reimbursement. MakeMyDay keeps track of
everything and provides the account information you need, broken down
by the categories you assign.

Finally, the TIME LOG keeps track of the time you've spent on each
client or project and provides the necessary documentation when you
want it. Attorneys, accountants, consultants- anyone who needs to keep
a log of time spent- will find this feature useful.



3
GETTING STARTED



The instructions in this section assume that you are familiar enough
with DOS to format disks and copy files from one disk to another and,
if you are using a hard disk system, that you know how to make and use
sub-directories.

MakeMyDay requires that the following files be present on the default
disk drive and (optional) sub-directory:
MMD.COM
MMD.000
MakeMyDay will automatically create and maintain all of the data files
it will use on the drive that you specify (this is explained further
later on).


FLOPPY DISK SYSTEM

If you will be running the program from a floppy disk system, first
prepare a blank formatted disk according to the instructions in your
DOS manual, then use the DOS COPY command to copy MMD.COM and MMD.000
onto your newly formatted disk. If you have two floppy drives, format
a second floppy disk to hold the data files which MMD will create.

HARD DISK SYSTEM

If you will be running MakeMyDay from a hard disk system, we recommend
that you first create a sub-directory to contain the system files and
data files and then copy MMD.COM and MMD.000 onto the new sub-directory.

HOW TO RUN
To run MakeMyDay, first select the drive and (optional) path on which
the MMD files reside, then type "MMD" . (Do not type the
quotation marks; means press the Enter key).

The program will begin by displaying the copyright notice. Press any
key to move on to the Main Menu.

Each of the choices available on the Main Menu are covered in detail
elsewhere in this manual. If this is the first time you have run the
program, your first choice should be item "(E)Select new drive/filename",
which is covered on the next page.

There are also three function key choices available at this point. The
first function key, F1, will provide on-line documentation explaining
what all of the other function keys will do, as well as other
information about the Main Menu. Throughout the program, pressing the
F1 key will provide on-line help relative to the currently
displayed screen.

4
SELECTING DRIVE AND FILENAME

MakeMyDay will automatically create and maintain several data files and
index files on which the information you enter will be stored. You
can use the program "as is", or you can choose to specify the drive and
filename used. You may use any number of drives and filenames, provided
you specify them by selecting item (E) from the Main Menu. If the
drive specifier is blank, MakeMyDay will use the currently selected
default drive on which to store its files, otherwise the specifed
drive will be used. If no filename is specified, the filename
"MMDFILE" will be used, otherwise the specified filename will be used.

To select a drive and/or filename of your choice, type "E" at the Main
Menu. The cursor will move to the appropriate area on the screen and you
may now type the drive specifier and filename of your choice. This
information will be recorded on the disk (and optional sub-directory)
where the MMD files reside. Thereafter, the program will use your drive
and filename specifiers, until you decide to change them. When you have
typed in the drive specifier and filename, press the key to
record the information and return to the Main Menu.


FILE NAMING CONVENTIONS

You may use any combination of valid filename characters as specified
in your DOS manual (the letters A - Z, numerals 0 - 9, etc.). However,
DO NOT SUPPLY A FILE NAME EXTENSION- MakeMyDay supplies the extensions
it needs. If you attempt to supply an extension, the system will ignore
the period. For example MYFILE.EX will become MYFILEEX and MakeMyDay
will supply the various extensions it requires. Likewise, if you should
find it necessary at some point to change a file name (don't do this
unless absolutely necessary for some reason), be sure to keep the
filename extension intact.


WHY YOU SHOULD USE THIS FEATURE

Although the default filename (MMDFILE) may be adequate for your needs
if you are a single user, MakeMyDay may also be used to maintain the
appointments, job schedules and other information for several users
sharing the same machine. You may therefore want to use your name, or
some other unique specifier in place of the default filename. MakeMyDay
will maintain separate files for each name specified. For example, a
secretary may want to keep track of the appointments for more than one
person in an office. Simply name Frank's files "FRANK", Ann's files
"ANN", etc. If there are two Frank's, use "FRANK1" and "FRANK2".

If you have a two drive floppy disk system, you may want to specify
Drive B: and keep your data on a separate disk.


PATHS
MakeMyDay is designed to accept a maximum of eight characters in
its filename field. If you are using sub-directories and paths on
which to store your data, it is assumed that the DOS CHANGE DIRECTORY
command has been used prior to invoking MakeMyDay


5
GENERAL USAGE

Main Menu- Type the letter key or function key that corresponds to
your selection. Select (Q) to quit MakeMyDay and return
to DOS.

Data Base- Each main database area (Appointment Calendar, Job Scheduler
areas Expense Account Manager and Time Log) is initialized with
the record that is closest to today's date positioned
in the center of the screen. Use the up and down arrow keys
(be sure the NumLock key is toggled off) and the PgUp and
PgDn keys to scroll the display backward or forward until
the record you want to gain access to is aligned with the
arrow at the left center of the screen. Use the function
keys displayed at the bottom of the screen to perform the
various functions available for the data base area
you are in.

Press the F1 key for on-line help and a description of
available functions.

Some functions, such as adding records or specifying report
parameters will display a data entry screen. Follow the
example shown on the screen, substituting your data for
the example shown. To exit the data entry screen,
first make sure all the information entered is valid
then put the cursor in the last field displayed on the
screen and press . Note that the system will not
let you out of a data entry screen unless all date and time
fields contain valid non-blank entries.

To return to the Main Menu, press the F10 key.

6
SYSTEM DATE

Since MakeMyDay deals with real dates, it is important that the date
shown in the upper left hand corner of the Main Menu Screen is
today's date. If the DOS system date is prior to Jan 1, 1986, the date
shown will be Jan 1, 1986. Otherwise the date shown will be the DOS
system date. (By DOS system date we mean the date entered when you
boot DOS, not the release date of your DOS version.)

You can change the date used by MakeMyDay by selecting F2
at the Main Menu (as well as at other points throughout the program).
MakeMyDay does not change the DOS system date when you make these
changes, it merely reads the date when the program first starts up.


DATE FORMAT

Use the following format when entering dates: MM/DD/YYYY. For
example, if today were June 20, 1986 enter 6/20/1986. Note that it
is necessary to enter a four digit year (1986 is correct; 86 is
incorrect). The date entered must also be between 1/1/1986 and
12/31/2079.


CALENDAR DISPLAY

At most points throughout the program you can get a quick on-line
display of three calendar months by pressing the F8 key.
These will be for the current month, the month prior to the current
month,and the month following the current month.

For example, if today were September 9, 1986 you would see
calendars displayed for August 1986, September 1986 and October 1986.
These are provided for reference purposes. By using the F2 key
to change the date, you can view calendars for any month of any
year from 1986 through the year 2079.


ID FIELDS

Whenever you enter a new record into the Job Scheduler, Time Log
or Expense Account Manager, MakeMyDay will ask you to specify
an ID field for that record. Generally, the ID field should represent
the name of the project, client, or other category that the record is
associated with. Later, when you print or view reports, the information
you enter will be grouped according to the name in the ID field. The
Expense Account Manager is an exception- you will probably rather
group your expenses by categories such as TRAVEL, ENTERTAIN, etc,
than by client or project name. You may use either upper or lower
case letters in the ID fields. MakeMyDay will change all
lower case letters to uppercase letters automatically.

The Appointment Calendar does not make use of ID fields.


7
APPOINTMENT CALENDAR

To use the Appointment Calendar, select item (A) from the Main Menu.
This will position the display at 8:00 AM on the date specified in
the upper left hand corner of the screen. Use the up and down arrow
keys (be sure the NumLock key is toggled off) to scroll backwards or
forwards in 15 minute intervals. Use PgUp and PgDn to scroll 2 hours
forward or backward. Use Ctrl-PgUp and Ctrl-PgDn to scroll 24 hours
in either direction. When you scroll past midnight, the date will
automatically change. To jump forward or backward over long intervals
of time, use the F2 key to change the date.

To enter an appointment, first position the time, then press the
spacebar. The cursor will enter the message field and you may now
type in your message. Use the backspace, left and right arrow keys
and insert and delete keys in the normal manner to edit the message
field as needed. When complete, press to record the appointment.

To enter appointments which repeat, first press the F3 key, then
select the type of global (repeating) appointment involved. These can
be one of two types. The first is the nth [weekday] of each month
(for example, the second Tuesday of each month). The second type
are appointments that repeat at regular intervals (for example,
every seven days).

Next, follow the example that appears on the screen, substituting
your parameters for the ones shown. Be sure to fill out every field
(for example, if the appointment is to be scheduled for one half
hour enter 0 hours and 30 minutes) and also be sure to specify the
date field correctly in MM/DD/YYYY format. MakeMyDay will not let
you out of the parameter entry screen until everything is correct.

Finally, press the F10 key to return to the Main Menu. This will
insure that the files are closed and the appointment(s) are recorded.


APPOINTMENT CALENDAR REPORTS

For a printed copy of your appointments for any day or range of days,
select F7 from the Appointment Calendar screen. A screen will appear
which asks you to specify the start and stop dates, and whether you
want to include long range appointments (a condensed version of every
appointment scheduled in the future) or expanded hours (appointments
scheduled before 8:00 AM or after 6:30 PM). Fill in the information
requested on the screen, substituting your data for the data shown
in the example on the screen. To exit the screen, put the cursor in
the last field and press . Be sure all date fields contain
valid dates in MM/DD/YYYY format.

Use this report as a written reminder to you of your appointments,
and to record newly scheduled appointments for later data entry. You
may want to print out a week's worth of appointments at a time and make
any last minute changes manually. This report may be inserted in
loose leaf binder.


8
APPOINTMENT CALENDAR (continued)

KEEPING TRACK OF APPOINTMENTS FOR SEVERAL PEOPLE

MakeMyDay may be used to keep track of the appointments for more than
one person. For example, a Medical Office might want to keep track of
the appointments for several health care persons at one centralized
location. To do this, use the "Select new drive/filename" option from
the Main Menu to assign a separate filename to each individual. (Also
see "Selecting Drive and Filename", above).


9
JOB SCHEDULER

Anyone who has ever had to coordinate the activities involved in
completing a complicated project, whether it's closing an important
business deal or building an addition to a house, will appreciate
the Job Scheduler feature of MakeMyDay . Besides serving as a
relentless reminder to you of every important thing you need to get
done, the Job Scheduler will also provide you with a snapshot of
how things stand on any particular project at any given time.

To enter the Job Scheduler, select item B from the Main Menu. If this
is the first time you have used the system, the message file will be
empty except for a certain number of system files which are marked by
asterisks. These system files are permanent and you may not delete or
alter them.

To enter a job, press the F3 key. Next, fill out the information
that appears on the screen, substituting your own parameters and ID's
(keys) for the ones shown. As usual, MakeMyDay will not let you out
of the screen until everything is completed correctly, so be careful
entering dates, etc. Move the cursor to the last field on the screen
and press the key when you have finished entering the infor-
mation. If you have entered everything correctly, you will be
returned to the Job Scheduler screen, and your record will now
appear on the screen.

To modify a job record, first use the up and down arrow keys and/or
PgUp PgDn keys to align the record with the marker at the left center
area of the screen.

You may do two things to a job record. First, you may change the
due date, by pressing the F9 key and second, you may change the
status by pressing the F5 key. The status of the job record is shown
at the right hand side of the screen.

There are three status states available. Pressing the F5 key repeat-
edly will cycle the status field through the available status states.
The three status states are:

(I)ncomplete- meaning the scheduled job hasn't been done yet.

(C)omplete- meaning the scheduled job has been done. When a
job record is marked complete, the date that appears
at the upper left corner of the screen will be
inserted as the completion date.

(D)elete- meaning the record has been marked for deletion.
Records marked (D)elete will be deleted when item
(F) is selected from the Main Menu.


10
JOB SCHEDULER (continued)

The Status Mask controls which records will appear on the screen. Toggle
the Status Mask on and off by pressing the F4 key. When the Status Mask
is off, all records will show on the screen. When it is on, only
records marked (I)ncomplete will appear. Use the status mask when
you want to see a screen display of only incompleted items.

There are three reports available in the Job Scheduler. These are
accessible by pressing the F7 key and then selecting the report from
the menu that appears.

The first report is the "To Do" list. This is a printed report of
all your incomplete items as of the MakeMyDay system date (the date
that currently appears in the upper left hand corner of the Job
Scheduler screen). Items marked (C)omplete or (D)elete will not appear
on this report. Neither will items scheduled to be completed at some
future date. This is your reminder report. Jobs not marked complete
will continue to appear on this report until you mark them otherwise. In
this way, the system will not let you forget to get things done, since
incompleted items are continuously rolled forward until completed.

The second report is the Work-In-Progress Report. This is a printed
report that sorts all jobs by their ID fields and shows all items
marked (C)omplete or (I)ncomplete, regardless of their scheduled
completion dates. This is the report to use when the boss suddenly
wants to know how things stand on some project or other.

The third report is the Limited Work-In-Progress report. This is
similar to the report described above except that it is not a printed
report (screen display only) and it is limited to a particular ID that
you specify. If you want a printed copy of this report, use the
built-in Print Screen function of the IBM PC (shift PrtSc).

11
EXPENSE ACCOUNT MANAGER

The Expense Account Manager will keep an accurate record of your
expenses and reimbursements as they occur. Since you are not likely to
have your computer handy when your expenses occur, the system also
provides a printed worksheet on which to record items manually for
later data entry.

To enter the Expense Account section, select item (C) from the Main
Menu. The Expense account works somewhat like the Job Scheduler so far
as screen manipulation is concerned, except that Expense Account Items
may only be marked two ways- delete and blank (not delete). In other
words, the only way to change an Expense Account item is to delete it
and re-enter it.

To enter an expense record, press the F3 key. Follow the example on the
screen substituting your own information for the information shown. The
first field (Pay/Reimbursement) deserves some explanation. Items marked
P (pay) indicate money which you have spent and items marked
R (reimbursement) indicate items for which you have been reimbursed.
The Expense Account Manager in effect creates a separate journal for
each different ID assigned by the user (entertainment, travel, etc.).

This section is intended to help you keep track of where your expenses
have gone and whether or not you have been fully reimbursed for them.
As such it represents one small part of a General Ledger and should
not be used for more than it's intended purpose.

There are three reports available in this section. These can be
obtained by pressing the F7 key and then selecting from the
subsequent menu. For each of the first two reports you specify the
time period the report is to cover (use this feature to obtain
expenses for month, fiscal year, etc.).


The first report is the Itemized Expense Report. This is the one to
use when the IRS or your company auditing team come knocking at your
door. Each ID item is broken down to it's component parts and printed
out on a separate page. The last page of the report is a summary
showing the totals (paid and reimbursed) for each category (ID item)
and a grand total of everything.


The second report, the Summarized Expense Report is identical to the
last page of the Itemized Expense Report (see above). Additionally,
you can chose to direct this report to either the screen or printer.

The final report is the Expense Account Journal Worksheet. This is
a form on which you may manually enter your expenses for later
data entry.
12

TIME LOG

The Time Log allows you to keep track of the minutes and hours spent
on a particular client or project over a given period of time. It is
intended for use by professional people who charge for their services
by the hour, such as attorneys and accountants. However almost every-
one has at least an occasional need to keep track of the time spent on
a particular project. Like the other sections of MakeMyDay, you assign
the ID categories for the program to use and the system takes care
of all the details.

To access the Time Log, select item (D) from the Main Menu. Relative
to screen manipulation, the Time Log behaves exactly the same as the
Expense Account Manager section.

To enter a Time Log record, press the F3 key. When entering the start
and stop times, remember that 12:00 noon is 12:00 PM and 12:00 midnight
is 12:00 AM. Also, the Time Log is not equipped to handle periods of
time that extend across midnight. In the event you need to keep
track of such an event, you must break it down into two parts, the
first part ending at 11:59 PM on day 1 and the second part
beginning at 12:00 AM on day 2.

There are two reports available in this section. As usual, these may
be obtained by pressing the F7 key and then selecting from the menu.

The first report, the Time Log Report, may be directed to either the
screen or printer with one exception described below. To obtain the
report, fill in the information on the screen substituting your
information for the information shown in the example. In most cases
you will probably want to limit the report to a particular ID.
However, you may get a printed list (screen display not available)
of all ID categories by leaving the ID field blank on the report
screen. The report will calculate your time spent and display
an itemized listing with totals.

The second report is the Time Log Worksheet. This is a printed form
which may be used to manually record Time Log information for later
data entry.

13
PROCESS DELETIONS/ REBUILD INDEX FILES

Selecting item (F) from the Main Menu invokes a special routine
that simultaneously erases the records which you have marked for
deletion and rebuilds all of the index files which MakeMyDay
uses to keep track of your data.

You should run this routine occasionally to "clean out" your
files. This will prevent the size of your data files from growing
too large. If for any reason MakeMyDay has been interrupted
without returning to DOS via the (Q)uit command from the Main
Menu, there is a good chance that the index files need to be
rebuilt and you should run this routine to repair them.







14
SITE LICENSE AGREEMENT

The use of MakeMyDay in a commercial environment or goverment
organization is granted under the following terms:

1. Payment of the license fee must be made to Universal Business
Concepts, Inc. The fee is based on the number of computers
which will be used to run MakeMyDay, as follows:

1 to 9 computers $35 each
10 to 24 computers $25 each
25 to 49 computers $20 each
50 to 99 computers $15 each
over 99 computers $1500 one time fee

2. You may use MakeMyDay on the number of computers included in the
license fee. If you have paid the fee for over 99 copies, then
you may use MakeMyDay on any number of computers within your
organization.

3. You may make copies of the program in its original unmodified form
without restriction. You may distribute these copies of the
program without restriction.

4. If these copies are distributed outside of your organization, you
have no obligation to control the use or distribution of those
copies which are outside of your organization.

5. You may make copies of the documentation, in both its printed form
and machine readable form, without restriction.

6. You may use future versions of MakeMyDay under this license. The
latest version is available from Universal Business Concepts for
a small service charge.

7. You may NOT modify the program or charge a fee for copying or
distributing the program.

8. It is your responsibility to make the necessary copies and to
deliver them to the computers which they will be used on.


I agree to abide by the terms and conditions of this license.

__________________________________ __________________________
Signature Date


__________________________________
Name (print or type)


__________________________________
Title


__________________________________
Company


15
ORDER FORM

Check which items you wish to purchase:

(__) Noncommercial license for the use of MakeMyDay.

(__) Commercial license for use of MakeMyDay on ___ computers (see
price schedule and terms on preceding page).

(__) Program disk and printed documentation ($50 each).

(__) Program update subscription service (not more than five
updates, does not include trivial changes), $50/year.

(__) Payment of $_________ is enclosed (check or money order).


__________________________________________________________
Name

__________________________________________________________


___________________________________________________________
Address


________________________________ _______ _______________
City State Zip


Send this completed form to:

Universal Business Concepts, Inc.
169 Edgewood Avenue
Longmeadow, MA 01106

For commercial site license orders, please enclose a signed copy of
the site license agreement.