Category : Databases and related files
Archive   : QWIKSKED.ZIP
Filename : QS.INS

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 ----------- HOW TO USE QUICK SCHEDULE ----------

Table of Contents

A. USING ON-LINE INSTRUCTIONS . . . . . . . 1
B. QUICK SCHEDULE IN ACTION . . . . . . . . 2
Installing & Running the Program . . . 4
Getting Around . . . . . . . . . . . . 6
Getting Help . . . . . . . . . . . . . 10
Exiting the Program . . . . . . . . . . 10
C. WORKING WITH QUICK SCHEDULE . . . . . . . 11
Creating & Adjusting Task Bars . . . . 12
Moving Task Bars . . . . . . . . . . . 13
Deleting Task Bars . . . . . . . . . . 15
Creating Task Note Cards . . . . . . . 15
Creating Line Headings . . . . . . . . 19
Inserting and Removing Task Lines . . . 19
Changing the Date Scale . . . . . . . . 20
Working with Schedule Files . . . . . . 23
Printing Schedules & Reports . . . . . 26
Page 1

A. USING ON-LINE INSTRUCTIONS

Be sure to read the material in the Read Me First card packaged with your
disk. And be sure you have followed the instructions that appear on your
screen when you type INSTALL at the DOS prompt.

These instructions are contained on a series of screens you can view at
any time while using Quick Schedule. Press F2, and the instructions will
appear on your screen. Use the PgUp and PgDn keys to page through the
instructions. To return to the Table of Contents, press Home. To leave
the instructions and return to Quick Schedule, press Esc.

To print these instructions, first check that your printer is on-line and
loaded with paper. Then press F1 while any page of the instructions is on
the screen. Use continuous-form paper; the program does not pause during
printing. The printed instructions are 15 pages long.



Page 2

B. QUICK SCHEDULE IN ACTION

Quick Schedule creates Gantt charts--the best way to convey the essence of a
project and all its components. Gantt charts are easy to understand because
they clearly show the relationship of each element to the total project.
Creating and communicating a schedule is easier than ever before--and so is
staying on schedule. Just a glance at the clearly drawn chart tells you
where you are.

In contrast, a typical handwritten schedule is rarely visual: it requires
study before its full implications are grasped. Should elements change--and
they always do--it's tough to adjust a handwritten schedule without copying
the whole thing over from scratch. Quick Schedule deals with these problems
simply and effectively.

You enter each project element directly as a horizontal "task bar." Given
the time required to finish each step, it's easy to come up with a realistic
project completion date; given a required completion date, it's easy to
adjust steps to meet it. Task bars also work well for scheduling resources
Page 3

such as people and equipment. Project schedules, team assignments, inven-
tory flow charts, all are easy to create with Quick Schedule.

You can lengthen or shorten task bars, insert new ones, move bars around,
and place sequential tasks in a single row. When dates change, it's easy to
shift the entire schedule, or just a portion of it. An on-screen time
scale, marked by day or week, keeps you on track. A "zoom" feature lets you
expand the time scale for more detail.

You can attach a 20-line "note card" to each task bar. Use note cards to
record important information: they pop up at a keystroke, so they're always
handy. You can print both the chart and the note cards as separate reports.
Charts print "sideways" along the length of the paper.

Unlike complex, expensive, project-management software, Quick Schedule
doesn't require study to be useful. You can create your first schedule just
minutes after starting the program. If you make schedules, Quick Schedule
is the right tool.

Page 4

INSTALLING & RUNNING THE PROGRAM

Make a working copy of the program diskette, and then save the original
diskette as a backup. Use the backup copy when running Quick Schedule.
If you have a hard disk system, install the program and its data in its
own subdirectory. Here's how to proceed:

MAKING A WORKING COPY: First, format a blank diskette. Next, copy Quick
Schedule to the formatted diskette. Consult your DOS manual if you are
uncertain about the DOS commands for formatting and copying.

Here is an example for making a "self-booting" copy of Quick Schedule.
Press Enter at the end of each line in the example. To begin, put your
DOS diskette in drive A and a blank diskette in drive B. Type:

A:
FORMAT B:/S


Page 5

When the formatting is complete, remove the DOS diskette. Put the Quick
Schedule diskette in drive A, and then type:

COPY A:*.* B:

INSTALLING THE PROGRAM ON A HARD DISK: We recommend you create a sub-
directory on your hard disk and copy the files from the program diskette
into that subdirectory. Consult your DOS manual if you are unsure about
the DOS commands for creating subdirectories and for copying files.

Here is an example for installing Quick Schedule in a subdirectory
called SCHEDULE. Press Enter at the end of each line.

CD C:\
MD SCHEDULE
CD SCHEDULE
COPY A:*.*


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STARTING THE PROGRAM. To start Quick Schedule, type QS at the appropriate
DOS prompt. The sign-on screen will appear briefly, followed by the
Gantt chart screen. Quick Schedule is ready to start creating a new
schedule or to retrieve an existing one.

GETTING AROUND

When you work with Quick Schedule, you create and edit on-screen, then
print the results. Whether you're editing or printing, the available
commands are always displayed on your screen. The screens are simple:

THE GANTT CHART SCREEN. Quick Schedule's primary screen represents a
Gantt chart. On top is the date scale, in weeks or months. On the left
is the headings area, where you enter descriptions or legends for each
line of tasks. The rest of the screen is the task area. This area
contains the bars that represent the tasks in your schedule. You enter
task information by creating and manipulating task bars directly on the
screen. A task bar represents the duration of a task: the bar's left
edge marks the task's start date, the right edge its completion date.
Page 7

When you first start Quick Schedule, the cursor appears in the task
area. To use Quick Schedule you move the cursor where you want, then
use easily remembered one-key commands to create, name, describe, move,
and delete tasks. Here's how to move the cursor:
Arrow keys Up/down one line; left/right one character.

Ctrl-left/right arrow Left/right five characters.

Tab/Shift-tab Next/previous task.

Home Moves cursor to schedule start date and
remains on current line.

End Moves cursor to schedule completion date and
remains on current line.

Ctrl-Home Changes the display one screen-width left.

Ctrl-End Changes the display one screen-width right.
Page 8

PgUp/PgDn Up/down one page.

H Moves cursor into headings area.
Esc Moves cursor from note cards and headings
back to task area.

You can create schedules up to ten years long, with up to 500 tasks.
The amount of time that appears on a single screen depends on the time
scale and zoom factor selected (see below). Your schedule probably will
be longer than will fit on a single screen. If so, as you add tasks,
Quick Schedule will scroll the task area to the right to show later
dates, and back to the left to show earlier dates.

Schedules print from the starting date to the end, without breaks or
interruptions. If your schedule contains more lines than will fit on
the paper, Quick Schedule prints the additional lines at the end of the
printout. Fasten the printouts together along their long edges to
complete the schedule.

Page 9

NOTE CARDS WINDOW. A small text-entry screen where you write task note
cards that name the tasks and provide additional information. Note
cards add vital detail to the visual Gantt chart presentation.

FILE NAMES WINDOW. This window identifies a previously saved schedule for
Quick Schedule to read. Previously saved files have the extension .QS.

PRINT REPORT WINDOW. This window tells Quick Schedule how you want your
schedule or note card report printed.

THE COMMAND AREA. Quick Schedule displays messages in the bottom three
screen lines. The first two lines tell you which commands are currently
available. To use a task-area command, you simply press the key
indicated in bold: Ins to start a task, Q to quit, or P to print, for
example. The commands are easily-remembered mnemonics, as these
examples illustrate.

When the cursor is in the headings or note-card area, you hold down the
Control (Ctrl) key as you type the key indicated in bold. The Control
Page 10

symbol ( ^ ) appears before the command letter when this rule applies:
thus ^O means to press Ctrl and O simultaneously to open a new line.
The last line is reserved for messages and requests for information.

GETTING HELP

Press F1 when you have a question about current program activity, and
a help screen will appear. For more detail, or to read about other parts
of the program, press F2, and these instructions will appear.

EXITING THE PROGRAM

To exit Quick Schedule, press Q (Quit) when the cursor is in the task
area. You'll be asked to confirm the command. If there is no schedule in
memory, or if you haven't changed the current schedule since it was last
saved, type Y (yes) to exit, or N (no) to return to Quick Schedule.

If you have changed the schedule currently in memory since it was last
saved, Quick Schedule will ask if you want to save the schedule before you
Page 11

exit. Press Y (yes), N (no), or Escape. When you press Y, a File prompt
appears. If you have previously saved the schedule, its filename also
appears; if not, the prompt is blank. Type a new name or confirm the old
one, and then press Enter. Quick Schedule will save the schedule and
then exit to DOS. (You can enter a new drive and path at the File prompt,
if needed.) When you press N, Quick Schedule exits immediately to DOS
without saving the current schedule. When you press Escape, Quick
Schedule returns you to your previous position in the task area.


C. WORKING WITH QUICK SCHEDULE

You'll find that working with Quick Schedule is easy and intuitive.
Available commands are always displayed, and the screens always show you
just what your printouts will look like. You'll work with task bars, note
cards, and the chart format. Finally, you'll save and print your work.
To start off on the right foot, read all of the following sections before
working with Quick Schedule. Then experiment with the sample schedule
CALENDAR.QS, included on the program diskette.
Page 12

CREATING AND ADJUSTING TASK BARS

To create a new task bar, first move the cursor to the starting point for
the bar. Press the Insert (Ins) key to mark the left edge of the bar.
Next, press the space bar repeatedly--or hold it down--until the right
edge of the task bar reaches the completion date. The bar will lengthen
in one-day increments. To shorten the bar, press the Delete (Del) key.
The bar will shorten by one day each time you press the key. When the
task bar covers the desired period of time, use the arrow keys to move the
cursor to the starting point for the next task bar. Repeat the process to
create more task bars.

When a new task begins on the day a previous task ends, and both tasks are
in the same line, place the cursor on the final day of the earlier task,
and then press Insert. A symbol indicating the end of one task and the
beginning of another will appear. Use the space bar to lengthen the new
task. Then move the cursor as desired to create or adjust other tasks.


Page 13

Remember: a task bar is never "locked in." Whenever the cursor is on a
task bar, either when you first create the bar or when you move the cursor
back to it, the bar can be lengthened, shortened, or moved. Use the space
bar to make the task bar longer, the Delete key to make it shorter. The
right edge of the bar sets the task's completion date. To change the
start date you'll need to move the task bar as a unit (see below).

MOVING TASK BARS

To move a single task bar, place the cursor anywhere on it; to move a
group of tasks, place the cursor on the left-most task bar of the group.
Then type M (Move). The message lines will change to offer you three
options:

SINGLE TASK: Press S to move only the task the cursor is on.

LINE OF TASKS: Press L to move the task the cursor is on, plus all tasks
to its right in the same line.

Page 14

ALL TASKS: Press A to move the task the cursor is on, plus all tasks to
its right and tasks on lower lines that have the same or a later start
date. Tasks with earlier start dates are not moved.

When you press S, L, or A, the command lines change again to show that
you can use the arrow keys to move the task or group of tasks in any
direction. The only limitation is that no task can be moved above the
top line, nor can any task start date be moved to the left of the chart's
start date. When you are done moving, press the Escape key (Esc).

SHORTCUT METHOD: For convenience, you can use function keys to move tasks
without first pressing M. F5 moves single tasks, F6 moves a line of
tasks, and F7 moves all tasks (as defined above). Position the cursor,
press the appropriate function key, and then use the arrow and Escape
keys as described above.

As you work, you can move a task or group tasks over other tasks on the
chart. You can even leave them there, although this would obscure the
underlying tasks. Just remember that even though you can't see them, the
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underlying tasks are still there. It's as if you had moved pieces of
paper around on your desk and temporarily covered some up. Simply move
the overlying tasks to see the ones that lie beneath.

DELETING TASK BARS

To delete a task, place the cursor anywhere on the task to be removed, and
then press D. At the bottom of your screen, Quick Schedule prompts you to
confirm this command. Press Y for yes or N for no.

CREATING TASK NOTE CARDS

Task note cards let you name and describe the tasks on your schedule.
They enrich your schedule with important details and help you document and
flesh out the graphic presentation provided by the Gantt chart. To add a
note card to a task, place the cursor anywhere on the task bar, press N,
and Quick Schedule will display the note card screen. The note card
screen consists of two sections: Name and Notes.
In the Name section you can type the task name or anything else you like,
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up to 29 characters. Quick Schedule automatically places this name in the
task bar. If you type a longer name than will fit in the task bar, only
the part that fits will appear; if you later make the task bar longer, or
use a higher zoom factor (described below) more will be included. The
full name always appears on the note card and in the note cards report.

In the Notes section you can enter any information you want, such as the
resources required by the task, names of suppliers or customers, special
cautions or conditions, important dates, and so on. Unlike the task name,
the task notes are not displayed on the chart. To see them, position the
cursor on the task and call up its note card as described above. Or print
the Note Cards report, a text report listing every task on the schedule,
its start and completion dates, and its notes. The Note Cards report is
described in the section on printing, which follows.

When you move the cursor into the Notes section, the command lines display
a set of text-entry commands. Here is a guide to the text-entry commands:


Page 17

^C COPY CARD: Press Control-C to copy the text from the last note
card you created or edited into the current note card.

^E ERASE CARD: Press Control-E to erase the text from the notes
section of the current note card and remain on the screen to add
new text.

^O OPEN LINE: Press Control-O to add a new line at the cursor
position and to move the cursor-location line and all subsequent
lines down.

^K KILL LINE: Press Control-K to delete ("kill") all or part of the
line the cursor is on. If the cursor is at the beginning of the
line, the whole line is removed and lower lines are moved up. If
the cursor is one or more characters into the line, only the
portion from the cursor position to the end of the line is
removed, and lower lines are not moved up.


Page 18

^HOME BEGINNING OF LINE: Press Control-Home to move the cursor to the
beginning of the line it is currently on.

^END END OF LINE: Press Control-End to move the cursor to the end of
the line it is currently on.

INS INSERT: Press the Insert key (Ins) to change between insert and
overwrite modes.

ESC SAVE: Press Escape (Esc) to save the current note card and
return to the task area.


^N TASK NAME: Press Control-N to move from the Notes section back
to the Name section.





Page 19

CREATING LINE HEADINGS

To enter headings, descriptions, or legends for the lines of task bars,
press H (Headings) when the cursor is in the task area. The cursor will
move into the headings area, and the command lines will change to display
the text-entry commands. (These commands are identical to the ones used
for writing task note cards--see above.) Headings can be up to 33
characters long, of which 18 characters will appear on your screen. To
exit the headings area and return to the task area, press Esc.

INSERTING AND REMOVING TASK LINES

To insert a new line above an existing line in the chart, move the cursor
to the existing line, and then press O (Open Line). The line the cursor
is on, together with all lines below it, will move down. Corresponding
lines in the headings area also move down. The cursor remains on the
newly opened line, ready for your next command.


Page 20

To remove a line from the chart, move the cursor to the line, and then
press K (Kill Line). You will be asked to confirm the command. When you
press Y (yes), the whole line is removed and all lines below it move up.
When you press N (no), the command is abandoned.

CHANGING THE DATE SCALE

To change the date scale, press T (Schedule Time) when the cursor is in
the task area. The command lines will change to show three prompts: Start
Date, Scale, and Zoom Factor. The cursor appears on the Start Date
prompt; to move between prompts, press Enter or the tab key.

START DATE. The start date is the first date on your schedule's date
scale; it may or may not be the date the first task begins. When you
first run Quick Schedule, the system date set by your computer appears
as the start date. When you load a previously saved schedule, the date

scale changes to show the schedule start date saved as part of the


Page 21

schedule file. Printed schedules extend from the start date through the
month containing the last task on the schedule. Your schedule must
begin sometime before the year 2000.

Quick Schedule always maintains the interval you specify between the
start date and the events in the schedule. (Schedules look best if
there is a little space between the start date and the first task.) If
you change the start date after entering tasks, the dates of the tasks
will change to preserve the interval. This feature makes it easy to
transfer entire schedules to different times of the year. When you
create a new schedule, however, always set the start date you want. If
you simply accept the system date, create a schedule, then change the
start date, all the events will move.

Quick Schedule bases weekly and monthly increments on the start date.
For example, if you set the start date of a weekly schedule as a Monday,
divisions appear between each Sunday and Monday on the scale; if the
start date is a Friday, they appear between each Thursday and Friday.
Monthly schedules are marked off by weeks, with a date appearing at
Page 22

each mark. If the start date is a Monday, the weekly dates are also
Mondays; if the start date is a Friday, the weekly dates are Fridays.

SCALE. Quick Schedule offers weekly and monthly time scales. The
weekly scale is divided into days, the monthly scale into weeks. To
change back and forth between scales, move the cursor to the Scale
prompt, and then press the left or right arrow key to change scales.
Changing scales doesn't affect the dates of the tasks, nor the start
date. The task bars stay correctly aligned, regardless of format.

ZOOM FACTOR. The zoom factor determines the number of character
positions used to display and print each date increment. There are
five zoom factors. Higher factors use more space to display or print a
given period of time; lower factors use less. Increasing the zoom
factor means that a shorter time period is displayed on the screen at
one time and that a printed schedule creates a wider report.
(Remember that the Gantt chart report prints sideways, so a wider report
simply uses more sheets of paper.) Higher zoom factors allow long task
bar titles to be displayed without cropping the text. The zoom factor
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is represented as a bar divided into five segments. When just the first
segment is highlighted, the lowest zoom factor (the default value) is
in effect. When all segments are highlighted, the largest factor is in
effect. To change the zoom factor, first move the cursor to the Zoom
Factor prompt; then press the left or right arrow keys until the desired
zoom factor is highlighted.

Date-scale and zoom-factor changes are reflected in the screen display as
you make them. Thus the easiest way to learn the effects of using the
Schedule Dates function is to experiment for yourself. (The sample file,
CALENDAR.QS, is provided for just such experiments.) Remember that date-
scale changes never change the time period represented by the task bars,
nor do they affect the locations or relative positions of the bars.

WORKING WITH SCHEDULE FILES

Quick Schedule saves your charts and notes cards as individual schedule
files. You can save and retrieve these files as needed from within Quick
Schedule; you can delete them at the DOS level. DOS subdirectory support
Page 24

is provided, so you can set up separate directories for your schedules as
required.

SAVING A SCHEDULE. To save the schedule currently in memory, press S
(Save Schedule) when the cursor is in the task area. A File prompt will
appear on the message line. If the schedule was loaded from disk or was
saved previously, the original schedule name will appear at the prompt;
if it's a new schedule, no name will appear. At the prompt, either type
a DOS filename for the chart or accept the one that's there. Press
Enter to save the schedule. You can enter the name of any valid drive
or directory at the prompt.

When you save a schedule that has been saved before, Quick Schedule asks
if you mean to overwrite the prior version. Press Y (yes) if you intend
to replace the prior version with the new one, N (no) if you don't.
When you answer "no," you must use the Save command again, this time
giving the schedule a new filename. Use a new filename for each version
of a schedule you want to keep.

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Quick Schedule automatically adds the filename extension .QS to its
files. This distinguishes schedule files in directory listings of your
disks. Quick Schedule also saves its files on the disk and in the
directory from which you ran the program. To specify a different drive
and path, backspace over the entry at the File prompt and then type the
new entry, following standard DOS rules.

READING A SCHEDULE. To read (retrieve) a schedule you have previously
saved on disk, press R (Read Schedule) when the cursor is in the task
area, and the filenames window will appear. The window displays the
files in the drive and directory from which you ran the program. Use
the arrow keys to highlight the file containing the schedule you want,
and then press Enter. The schedule will appear on your screen.

If the schedule is in another directory, press F10 when the filenames
window appears. The cursor will move to the Direct Entry prompt. Enter
a new drive, path, and filename. Press Enter and the schedule will
appear. If you enter just the drive designator, or a just a drive and

Page 26

path combination (A: or C:\MYDATA, for example), Quick Schedule displays
the appropriate listing. Then you can highlight a file to retrieve.

ERASING A SCHEDULE. To erase the currently displayed schedule, press E
(Erase Schedule) when the cursor is in the task area. Quick Schedule
will ask you to confirm your request. Press Y (yes) or N (no). When
you press Y, the screen (and memory) are cleared; when you press N, you
are returned to the task area. The Erase Schedule command erases the
schedule from the screen (from memory) only. Use the DOS DELETE or
ERASE command to remove a schedule from disk; see your DOS manual for
details.

PRINTING SCHEDULES AND REPORTS

To print your schedule, press P (Print Schedule) when the cursor is in the
task area. The Print Schedule screen will appear. This screen uses
several prompts to define the report to be printed. Each prompt displays
default or previously entered responses. Check each prompt, and then
press Enter to move to succeeding prompts. At each prompt, press the left
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or right arrow key to cycle through the possible entries. Here is what
you'll see:

REPORT TYPE: Choose Schedule (the Gantt chart) or Note Cards, a printed
report that lists all tasks, their dates, and the contents of all the
task note cards in the schedule.

OUTPUT TO: Choose Printer or Disk File. If you choose Disk File, you
will be prompted for a filename when you press F10. The prompt is the
same one used at the Direct Entry prompt when you save a schedule. (See
"Saving a Schedule," above, for details.)

The Disk File option provides a convenient way to transport note cards
and other parts of a schedule into a word processor or text editor--
something you might want to do when preparing fully detailed reports.
Disk files are in ASCII text format and can be read by any software that
reads ASCII files.


Page 28

PAPER SIZE: Choose Narrow for 8.5" wide paper (80-column printers);
choose Wide for 14" wide paper (132-column printers).

TYPE SIZE: Choose Small, Medium, or Large. Larger type looks neater than
smaller type, but uses more paper and takes longer to print.

PRINTER TYPE: Pick your printer from the list that cycles through as you
press the left or right arrow key. If your printer does not appear, but
is compatible with one that does, pick the compatible printer.

SCHEDULE TITLE: Enter your schedule title, using up to ten lines of 59
characters each. Available text-entry commands appear at the bottom of
your screen. The title is printed above and centered over the schedule,
and is used for both the Gantt chart and the Note Cards. The title is
saved along with the rest of the chart whenever you save your schedule.

When each prompt is filled in, press F10 to print the report. Press
Escape if you need to halt printing for any reason.

Page 29

PRINTING PROBLEMS: Printing problems can be caused by the size of your
schedule, or by your hardware. Here are troubleshooting guidelines:

SCHEDULE-SIZE PROBLEMS. Quick Schedule allows a maximum of 500 tasks
per schedule. The schedule must begin sometime before the year 2000,
but can extend for any length of time. No other time constraints apply.
There are, however, two additional size constraints: the amount of
memory in your system and available disk space. Although it's unlikely
on most systems, these limits may come into play when you prepare to
print your schedule.

Quick Schedule creates a temporary disk file when it formats the
schedule for printing. Both memory and disk space are required to
create this temporary file. Should there be insufficient memory or disk
space, one of the following messages may appear when you try to print
your schedule: "Not enough memory to print schedule file," or "Not
enough disk space for print file." Very long schedules and schedules


Page 30

filled with numerous long note cards are the ones most likely to cause
problems--especially if your system has limited memory and/or is floppy-
disk-based.

If your machine has at least 312K of memory, you probably will not
encounter memory problems. Should a problem occur, check to see if you
are running memory-resident programs. If you are, use a disk that
contains only DOS to reboot your system. This eliminates the resident
programs, and leaves more memory for printing your schedule. If this
procedure doesn't work, split your schedule into two parts. First, save
a copy of your schedule file under a new name. Then erase half of the
schedule lines from one file, and the other half from the other file.
Print the two files separately and fasten the printouts together.

You will probably encounter disk-space problems only on a floppy-disk
system. If you run out of space, load the schedule file you want to
print. Then, before printing, remove the data diskette you are
currently using and replace it with a diskette you know has at least

Page 31

150K of space available. Quick Schedule will use this disk for its
temporary file.

HARDWARE-RELATED PROBLEMS. First check your equipment; then analyze
your printout. If the printout is enlarged, condensed, broken, or the
printer prints "garbage," turn the printer off, wait a moment, and then
turn it on. Try printing again.

If your printer refuses to print, check the following, then turn your
printer and computer off for a minute and try again:

1 Make sure your printer cable is tightly plugged into both the
computer and the printer and that the printer is on-line and is not
out of paper or ribbon.

2 Make sure you've specified the right printer selection and that your
printer has any required options.


Page 32

3 Make sure that all printer switches are properly set to print
graphics (see your printer manual for details).

4 If you are using a serial printer, make sure the COM port has been
properly configured with the DOS MODE command (see your DOS manual).

5 If you are using an Okidata printer, try selecting the IBM option
when you specify your printer on the Print Schedule screen.



------ End of Instructions ------