InfoQuest Request Tracking System USER MANUAL Version 2.0 for IBM and PC Compatibles Copyright(C) MicroTech Computer Services, Inc. 1992 All Rights Reserved MicroTech Computer Services, Inc. 26400 George Zeiger Dr., Suite 206 Cleveland, OH 44122 (216)831-8596 Acknowledgments Many thanks to everyone who helped us in developing and testing this package. Though only our business name appears on the cover, credit for this effort belongs to many people in corporations and government agencies. Copyrights Use of this system and publication is pursuant to the terms and conditions outlined in the MicroTech Licence and Warranty Agreement. MicroTech Computer Services reserves the right to revise this publication and program without obligation to notify any person or organizations of such revisions. MicroTech License and Warranty Agreement Please read the following terms and conditions carefully before opening the program diskette package. Opening the package indicates your acceptance of these terms and conditions. If you do not agree with these terms, you may promptly return the package unopened. No returns will be accepted after 30 days from date of purchase. Under the copyright laws there are penalties for making unauthorized copies. You may make copies in read-only media for your own use for backup and archival purposes. You may not sell or transfer any copies that you make. The programs are sold as is and no warranty of any kind is provided as to their fitness for any specific application. No warranty, whether expressed or implied, shall apply after the publishing of a new release. In no event will MicroTech Computer Services, MicroTech employees, MicroTech subcontractors be liable to the purchaser for any damages, including any lost profits, lost business, lost savings or any other incidental or consequential damages arising out of the use or inability to use InfoQuest. The foregoing statements constitute the complete and exclusive agreement between MicroTech Computer Services and the Purchaser and supersede any prior agreement in any form, written or oral, and any other communications relating to the subject matter of the agreement. The purchaser acknowledges by opening the package that her or she has read this agreement, understand it, and agrees to be bound by its terms and conditions. Technical Support If you are having any problem with InfoQuest, the first thing you should do is refer to this manual. If you cannot find a solution to your problem in this manual, you can get help from our technical support staff. Help is available Monday through Friday, 9:00 am to 5:00 pm. Call (216)831-8596 and have the following information ready: 1. Your Customer Number 2. The version of the system 3. Explanation of the actions which lead to your problem. 4. Any error message which appears on the screen. How to get your Customer Number: Upon your first call, we will ask you for your serial number appearing on your master disk. We will then assign you a Customer Number. Table of contents Acknowledgments . . . . . . . . . . . . . . . . . . . . . Page 2 Copyrights. . . . . . . . . . . . . . . . . . . . . . . . Page 3 MicroTech License and Warranty Agreement. . . . . . . . . Page 4 Technical Support . . . . . . . . . . . . . . . . . . . . Page 5 1 Getting Started . . . . . . . . . . . . . . . . . . Page 10 1.1 InfoQuest package Contents . . . . . . . . . Page 10 1.2 Files on your diskettes . . . . . . . . . . . Page 11 1.3 Hardware Requirements . . . . . . . . . . . . Page 12 1.4 About the program . . . . . . . . . . . . . . Page 13 1.4.1 Key Features. . . . . . . . . . . . . . Page 14 1.5 Backups . . . . . . . . . . . . . . . . . . . Page 15 1.6 Installing InfoQuest. . . . . . . . . . . . . Page 15 1.7 The READ.ME File. . . . . . . . . . . . . . . Page 16 1.8 Modifying CONFIG.SYS. . . . . . . . . . . . . Page 16 2 InfoQuest Fundamentals. . . . . . . . . . . . . . . Page 17 2.1 Introduction. . . . . . . . . . . . . . . . . Page 17 2.2 Database Basics . . . . . . . . . . . . . . . Page 17 2.2.1 Files / Records . . . . . . . . . . . . Page 17 2.2.2 Entity diagram. . . . . . . . . . . . . Page 18 2.2.3 Data Views / Forms. . . . . . . . . . . Page 19 2.2.4 Relationships . . . . . . . . . . . . . Page 19 2.2.5 Integrity . . . . . . . . . . . . . . . Page 19 2.3 The InfoQuest Keyboard. . . . . . . . . . . . Page 19 2.4 A Few Business Scenarios. . . . . . . . . . . Page 20 2.4.1 System Development. . . . . . . . . . . Page 20 2.4.2 Enhancements . . . . . . . . . . . . . Page 20 2.4.3 Production Problems . . . . . . . . . . Page 21 2.4.4 Resource Evaluation . . . . . . . . . . Page 21 3 Using Infoquest . . . . . . . . . . . . . . . . . . Page 22 3.1 System Validations. . . . . . . . . . . . . . Page 22 3.2 InfoQuest Outline . . . . . . . . . . . . . . Page 23 3.3 System Logon. . . . . . . . . . . . . . . . . Page 24 3.4 InfoQuest Menus and Function Keys . . . . . . Page 25 3.5 Setup . . . . . . . . . . . . . . . . . . . . Page 26 3.5.1 Owner Information . . . . . . . . . . . Page 26 3.5.2 User File . . . . . . . . . . . . . . . Page 26 3.5.3 Project File. . . . . . . . . . . . . . Page 27 3.5.4 Resource File . . . . . . . . . . . . . Page 28 3.5.5 Security File . . . . . . . . . . . . . Page 29 3.5.6 Tables. . . . . . . . . . . . . . . . . Page 31 3.6 User Request. . . . . . . . . . . . . . . . . Page 32 3.7 Request Update. . . . . . . . . . . . . . . . Page 34 3.7.1 New User Request. . . . . . . . . . . . Page 34 3.7.2 Requests - All. . . . . . . . . . . . . Page 36 Task View . . . . . . . . . . . . . . . Page 38 Delivery View . . . . . . . . . . . . . Page 40 Specification View. . . . . . . . . . . Page 41 Resource Assignment View. . . . . . . . Page 42 Keyword View. . . . . . . . . . . . . . Page 43 Close Request . . . . . . . . . . . . . Page 44 3.7.3 Requests - By Project . . . . . . . . . Page 45 3.7.4 Requests - By User. . . . . . . . . . . Page 46 3.7.5 Resource Assignments. . . . . . . . . . Page 47 3.7.6 Closed Requests . . . . . . . . . . . . Page 48 3.7.7 Set Dependencies . . . . . . . . . . . Page 49 3.8 Reports . . . . . . . . . . . . . . . . . . . Page 50 3.9 Log . . . . . . . . . . . . . . . . . . . . . Page 52 3.10 Utilities . . . . . . . . . . . . . . . . . . Page 54 3.10.1 Backup Data Files . . . . . . . . Page 54 3.10.2 Restore Data Files. . . . . . . . Page 54 3.10.3 Create ASCII File . . . . . . . . Page 55 3.10.4 Reindex Data Base . . . . . . . . Page 55 3.10.5 Pack Data Base. . . . . . . . . . Page 55 3.11 Calendar. . . . . . . . . . . . . . . . . . . Page 55 3.12 Exiting InfoQuest . . . . . . . . . . . . . . Page 55 4 Appendix 1 - Sample Reports . . . . . . . . . . . . Page 56 5 Appendix 2 - ASCII File record layout . . . . . . . Page 57 1 Getting Started 1.1 InfoQuest package Contents Your InfoQuest software package includes the following items: - The InfoQuest User Manual. - The diskettes you'll use to install InfoQuest on your hard disk. - A Serial Number which is used to identify your copy of InfoQuest and assist us in providing effective software support. - A registration form with instruction of how to register as a InfoQuest user. 1.2 Files on your diskettes These files are on your disks: - *.EXE Program Files - *.DAT Data Files - *.I0* Index Files - *.K0* Key Files - RPT*.DEF Reports Layout Definition - DBF*.DEF Report Database Definition - READ.ME If present, this file contains the latest information on InfoQuest. - *.HLP Contains the InfoQuest help text. If you want to use the help system, this file must be on the disk and directory from where you start InfoQuest 1.3 Hardware Requirements To use InfoQuest, you must have the following: - An IBM PC, XT, AT, PS/2, or 100% compatible. - An IBM DOS 2.0 or higher operating system, depending upon your system type and diskette media. - At least 512KB of available memory. - One double-side diskette drive and one hard disk. - A monochrome or color monitor. - A printer (for reports) 1.4 About the program InfoQuest is a request tracking system specifically designed for the Data Processing Professional. InfoQuest maintains your "user requests" from beginning to end, grouping them into categories by User, Project and Resource. These requests can then be broken down into tasks, and further broken down into deliveries. InfoQuest is not just another Project Management program. InfoQuest is Data Base oriented program. You can "View" your data in different ways: by Projects, by Resource, by Users etc... and measure performance. 1.4.1 Key Features * End User Data Entry of requests * Unlimited number of Requests per Project and User Unlimited number of Tasks per Request Unlimited number of Resources per Task Unlimited number of Keywords per Task Unlimited number of Deliverables per Task (Limited only by disk space) * Attach Specifications to Deliverables * Complete Data Base Referential Integrity * Security maintained by a multi level password system that enables menu items to be protected * Personal "Log" secured by User ID * Ability to close, view and reopen completed requests * View Reports on screen before printing * Export to ASCII file * On-line Help * Available on Local Area Network for Work Group Operations * Using Clarion Report Writer, if purchased, the user can create a wide variety of reports. 1.5 Backups InfoQuest provides backup and restore capabilities. The default is DOS BACKUP and RESTORE. The user can modify the default to any backup utility by simply modifying the batch files provided by the system. 1.6 Installing InfoQuest To install InfoQuest on your hard disk: - Bring up DOS - At the DOS prompt, insert the Master Diskette into drive A, and type: C:\A: [Enter] A:\INSTALL [Enter] - Follow the installation instructions. 1.7 The READ.ME File It is very important to read the READ.ME file before installation and use of InfoQuest. This file contains any updated information regarding the system. 1.8 Modifying CONFIG.SYS Recommended maximum number of files: 50 Recommended maximum number of buffers: 28 2 InfoQuest Fundamentals 2.1 Introduction Welcome to InfoQuest - A Data Processing tool for Request Tracking. You will find out that using InfoQuest on a daily basis can improve your operations. InfoQuest is user friendly menu driven system with a comprehensive on-line help facility. 2.2 Database Basics 2.2.1 Files / Records Information that you enter is stored in a database. A database is a collection of files containing records pertaining to that file. A record is a collection of fields that makes up a unit of related information. One or more keys is specified for each file for sorting purposes as well as rapid searches. Each key is composed of a combination of one or more fields that make up the record for the file. The next page describes InfoQuest Database Relationships. 2.2.2 Entity diagram 2.2.3 Data Views / Forms InfoQuest is comprised of views and forms. The views represent a subset of the records in each file, sorted by key. The forms are the actual detailed record selected. For example, the request table can be viewed for a specific project, sorted by priority. The detail can be then be viewed and updated by pointing and selecting the record. Pressing the Insert Key will add a record, and pressing the Delete Key will delete a record. Note: If no records exist for the view, the form will display first. Once the first record is entered, the view will display the list. 2.2.4 Relationships All associated records in InfoQuest are linked by unique identifiers. See Entity Relationship Diagram. 2.2.5 Integrity Data integrity is maintained throughout InfoQuest. Any update to a request record in the system will automatically result in the updating of all associated records. 2.3 The InfoQuest Keyboard InfoQuest provides some shortcuts for field editing. Please refer to the Help Screens (PF1) for a detailed list. 2.4 A Few Business Scenarios 2.4.1 System Development InfoQuest can be used as a complete System Development tool. After establishing a new project, you can break the project into tasks and further into deliverables. At the deliverable level, specifications are written. Printing of these project specifications results in complete system documentation. Producing the Return on Investment Analysis Report can be used as a decision support tool for the new project. 2.4.2 Enhancements Enhancements can be tracked from the initial request to the detailed specification of the tasks involved. In this scenario, DP can also use the ROI report to justify the effort involved. Specifications can then be supplied to the programmers for implementation. 2.4.3 Production Problems Every production problem can be tracked. At the end of any period, the DP Manager can view all these incidences by Project, Project Type, User, Resource etc... and analyze the problems existing in the department. 2.4.4 Resource Evaluation Producing the Resource Activity Report will produce the necessary information to evaluate a resource. For example, did the resource complete his/her tasks on time? Where was his/her time spent? (i.e. programming, analysis, development, maintenance). Using InfoQuest on a Local Area Network shared by end- users, managers and programmers can increase productivity for the group, eliminating paperwork as well as miscommunication. Using this system on a Local Area Network where end-users and managers can input their benefits and costs will allow the organization to concentrate on the most urgent and profitable tasks. 3 Using Infoquest 3.1 System Validations All dates and Table items are validated throughout the system. If a date is invalid, a beep will be heard and the cursor will remain on the same field. If a table item is entered incorrectly, a pop-up window with a list of items will be displayed and the user can select the desired item. At this point, the user may delete, modify or add an item to the table (based on his/her security level). 3.2 InfoQuest Outline 3.3 System Logon A valid User Id and Password is required to use InfoQuest. Upon delivery of the system, a default security is provided with the highest level of authority. Refer to the attached document specifying your initial User ID and Password. Logon Screen: Setup User Request Update Reports Utilities Log Information 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � � � � � � � � � � � � � 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � � � �袴袴袴袴袴袴袴袴袴敲 � � � � � InfoQuest � � � � � 훤袴袴袴袴袴袴袴袴袴� � � � � � � � � User ID ________ Password ________ � � � � � � � � � � � � � � � � Copyright(C) MicroTech Computer Services� � � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � � � � � � � 읕F1 Help컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴횾F9 Calendar켸 3.4 InfoQuest Menus and Function Keys InfoQuest is a menu driven system. Menus are typically arranged as horizontal or vertical series of possible actions the user can take. There are three ways a user can select an action: 1. Use the cursor Left, Right, Up or Down to place the selector bar on the action in the menu. Then press enter to select the action. 2. Type the first letter of an action's name. This will move the highlighted bar to the first menu item option beginning with this letter. Press enter to select the action. 3. Use control keys as specified on menu screens, forms and tables. 3.5 Setup 3.5.1 Owner Information InfoQuest reports make use of the information you enter here. If you do not wish to display this information on reports, leave it blank. 3.5.2 User File This file contains information about the end users. The end user can be anyone / anything deemed a user (i.e. person, department etc..). User File Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � User Update � � � � Name :_________________________ � � Initials:_____ � � Dept :_____ ________________________ � � Phone # :(###) ###-#### � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� 3.5.3 Project File This file contains information about all the departmental projects. Projects are grouped together by "project type". The more detailed the breakdown of projects are, the more detailed the reports will be. For example: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴쩡컴컴컴컴컴컴컴� � Project Description � Project Type � 팠袴袴袴袴袴袴袴袴袴袴袴袴袴妄袴袴袴袴袴袴袴� � Maintenance � Maintenance � � Development � Development � 쳐컴컴컴컴컴컴컴컴컴컴컴컴컴탠컴컴컴컴컴컴컴� � General Ledger Maint � Maintenance � � Accounts Payable Maint � Maintenance � � General Ledger Develop � Development � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴좔컴컴컴컴컴컴컴� Project File Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Project Update � � � 쿛roject ID :_____ � 쿛roject Code :_____ ________________________ � 쿘anager :_____ ________________________ � 쿏escription :______________________________ � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.5.4 Resource File This file contains information about the resources. A resource is a person or any other entity such as hardware, vendors etc.. Resource Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � Resource Update � 쿙ame :_________________________ � 쿔nitials:_____ � 쿎ode :_____ _________________________ � 쿟itle :_________________________ � 쿌ddress :_________________________ � � ________________ __ _____ � 쿛hone # :(###) ###-#### Cost/day :9999.99� � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� 3.5.5 Security File This file contains User ID's, Names, Passwords and levels of security. The levels of security are as follows: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� 쿗evel Authorization � 팠袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴袴� � � � 1 All � � 2 All except Security � � 3 All except Security, Tables � � 4 Only New User Request � � � � � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� The Security View List: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � InfoQuest Security � � � � User ID Password Lvl Name � � ________ ________ _ _________________________ � � ________ ________ _ _________________________ � � � � � � � � � � � � � � � � � � � � PF1 Help Del Delete Ctrl-Esc Exit � � Ins Add Enter Modify � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 Security Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Update Security � � User ID :________ � � Password :________ � � Level :_ 1 2 3 4 � � Name :_________________________ � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.5.6 Tables The InfoQuest tables are as follows: 1. Location 2. Project Type 3. Resource Type 4. Task Type 5. Keyword 6. Deliverable Type 7. Priority 8. Status These tables are designed to simplify the data entry process by allowing the user to select from predefined lists of values. The system comes with defined values which may be modified. Using the values from the table will also maintain consistency throughout the system. The values in these tables, if allowed by security, can be modified in the "lookup" views. These tables are comprised of two fields: Value and Value Description. 3.6 User Request This view allows the end-user to input his/her request. An end-user can access only his/her requests by entering the User Initials as entered in the User file. The user can update requests as long as this requests has not been reviewed by the DP Manager (i.e. no status has been assigned). Once reviewed, he can view the request with no update privileges. When the request has been "closed" he will no longer be able to view it (Closed requests can be viewed by authorized users). End-user Request View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Requested by:______ _________________________ � � � � Control # Short Description Req Date Status Prty � � __________ ______________________________ mm/dd/yy _____ _____ � � __________ ______________________________ mm/dd/yy _____ _____ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � PF1 Help � � Ins Add Ctrl-Esc Main Menu Enter Modify � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 End-user Request Update: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Request Update � � User : _____ _________________________ _________________________ � � Control # : __________ � � Project : _____ ______________________________ � � Short Descr: ______________________________ � � Date Req : mm/dd/yy Date Needed: mm/dd/yy � � Priority : _____ � � Justification: _______________________________________________________ � � _______________________________________________________ � � Savings Amt: 99,999,999.99 � � Description: � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � � 쿛F1 Help Message Line PF9 Calendar� 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7 Request Update 3.7.1 New User Request This is a list of all new requests entered by end- users which have not been reviewed by the DP Manager. The status will appear as "NEW". After reviewing and assigning a status, the request will no longer appear in this view. It will appear in the other views described below and will then be available for adding tasks, deliverables etc.. Changing a request status from any value in the status table to "NEW" will allow the end-user to view and modify. New User Request View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � New User Requests � � � � User Control # Description Dt Req Dt Due Prty � � _____ __________ ____________________________ mm/dd/yy mm/dd/yy _____ � � _____ __________ ____________________________ mm/dd/yy mm/dd/yy _____ � � � � � � � � � � � � � � � � � � � � PF1 Help PF3 Close Enter Modify � � PF2 Setup Tasks Del Delete Ctrl-Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 New Request Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � New Request Update � � User : _____ _________________________ _________________________ � � Control # : __________ � � Project : _____ ______________________________ � � Short Descr: ______________________________ � � Date Req : mm/dd/yy Date Needed: mm/dd/yy � � Priority : _____ � � Justification: _______________________________________________________ � � _______________________________________________________ � � Savings Amt: 99,999,999.99 � � Description: � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � � 쿛F1 Help Message Line PF9 Calendar� 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.2 Requests - All This is a list of all open requests. These request can be viewed, sorted by either Control Number or Priority. Request View by Priority: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Requests By Priority � � � � Prty Control # Description Date Status User � � _____ __________ ____________________________ mm/dd/yy _____ _____ � � _____ __________ ____________________________ mm/dd/yy _____ _____ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � PF1 Help PF3 Close Del Delete Ctrl-Esc Exit � � PF2 Setup Tasks Ins Add Enter Modify � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 To select a request for update, move the highlighted bar to the desired location and press enter. This will display the detailed request information. Request Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Request Update � � User : _____ _________________________ _________________________ � � Control # : __________ � � Project : _____ ______________________________ � � Short Descr: ______________________________ � � Date Req : mm/dd/yy Date Needed: mm/dd/yy � � Priority : _____ Status : _____ _________________________ � � Justification: _______________________________________________________ � � _______________________________________________________ � � Savings Amt: 99,999,999.99 � � Description: � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � ______________________________________________________________________ � � � 쿛F1 Help Message Line PF9 Calendar� 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 After completion of entering the data, press enter to update. This will bring you back to the initial view. At this point you can access the task view by pressing PF2 or "close" the request by pressing PF3. 3.7.2.1 Task View This view is a list of all tasks associated with the request. These tasks are the detailed activity needed to accomplish the request. At this point you can access the delivery view by pressing PF2, view resource assignments by pressing PF3 and view keywords by pressing PF4. Task View List: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Task Description � � � � Task Type Start End ManDays Prty Status � � ____________________________ _____ mm/dd/yy mm/dd/yy 9,999.99 _____ _____ � � ____________________________ _____ mm/dd/yy mm/dd/yy 9,999.99 _____ _____ � � � � � � � � � � � � Total ManDays: 9,999.99 � � PF1 Help PF3 Keywords Ins Add Enter Modify � � PF2 Assign PF4 Delivery Del Delete Ctrl-Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 Task Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Task Update PF9 Calendar� 쿏escription :______________________________ � 쿝equest Date :mm/dd/yy � 쿟ask Start Date:mm/dd/yy Task End Date: mm/dd/yy � 쿟ask Type :_____ _________________________ � 쿞tatus :_____ _________________________ � 쿛riority :_____ _________________________ � �% completed :999 Next Follow up: mm/dd/yy � 뇌頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰邂 � Estimated Actual Variance � 쿘anDays : 9,999.99 9,999.99 9,999.99� � 쿎ost :99,999.99 99,999.99 99,999.99� � 뇌頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰頰邂 � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.2.2 Delivery View This view is a list of all the output of a task (i.e. Disk File, Report, Program, Document etc..). Pressing PF5 will access the specification view. Deliverables View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Deliverables � � � � Type Description � � ____ _______________________________� � � � � � � � � � F1 Help Ins Add Enter Modify � � F5 Specs Del Delete Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 Deliverable Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Task Delivery Update � 쿟ask :______________________________ � 쿟ype :_____ _________________________� 쿏escription :______________________________ � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.2.2.1 Specification View The Specs view allows access to free form screens for text entry. A single page can be printed from here or the entire group can be printed from the reports menu. Specifications View: 旼컴컴컴컴컴컴컴컴컴컴커 � Specifications � � Page # � � 1 � � 2 � � 3 � � PF9 Print � 쿔ns Add Enter Modify� 쿏el Delete Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴켸 Specification Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Page #: 99 Specifications � � � � Specs for : ______________________________ � � � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � ____________________________________________________________________ � � � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.2.3 Resource Assignment View This view is a list of all resources and their allocations to the task. If the total percentage allocated to the task is over 100%, a message will be displayed. Assignments View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � Assignments � � � � Resource ManDays % of Task � � _____ 9999.99 999 � � � � � � � � � � Assignment Message: 999% � � Ins Add Enter Modify � � Del Delete Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� Assignment Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Assignment Update � 쿟ask :______________________________ � 쿝esource :_____ _________________________� �% of Task :999 � 쿞tart Date:mm/dd/yy End Date:mm/dd/yy � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.2.4 Keyword View The keyword view is a list of keywords associated with the task. This allows for unlimited grouping of tasks throughout the system. An example of keyword might be the "weight" of a task (i.e. complex, simple). Keyword View List: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � Keywords � � � � Value Description � � _____ _________________________ � � � � � � � � � � Ins Add Enter Modify � � Del Delete Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� Keyword Update Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � Keyword Update � � � � Keyword : _____ � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� 3.7.2.5 Close Request At any point in your operations, you may "close" a request. By doing this, the request will no longer display on- line or in reports for "open requests". (You may view and/or reopen from the closed requests option). 3.7.3 Requests - By Project This is a list of all open requests by Project, sorted by control number or priority. Either enter the Project ID or press enter to select from a pop-up view of projects. After displaying this view, accessing of tasks, deliverables etc.. are as described above. Request by Project View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Requests for Project:______ ______________________________ � � � � Control # Description Date Status Prty User � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � PF1 Help PF3 Close Del Delete Ctrl-Esc Exit � � PF2 Setup Tasks Ins Add Enter Modify � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.4 Requests - By User This is a list of all open requests by User, sorted by control number or priority. Either enter the User ID or press enter to select from a pop-up view of Users. After displaying this view, accessing of tasks, deliverables etc.. are as described above. Requests by User View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Requests for User:______ _________________________ � � � � Control # Description Date Status Prty User � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � � � � � � � � � � � � � � � � � � � � � � � � � PF1 Help PF3 Close Del Delete Ctrl-Esc Exit � � PF2 Setup Tasks Ins Add Enter Modify � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.5 Resource Assignments This is a view of all open tasks associated with a resource. Either enter the Resource Initials or press enter to select from a pop-up view of resources. After displaying this view, press PF2 to update the assignment record. NOTE: Changing the resource allocation at this level may result in under or over allocation of the overall task allocation. To view the overall task allocation, you must view the assignments from the Task View. Resource Assignments View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Task Assignments For:______ _________________________ � � � � Control # Task Description Start Dt End Dt Status � � __________ ____________________________ mm/dd/yy mm/dd/yy _____ � � __________ ____________________________ mm/dd/yy mm/dd/yy _____ � � � � � � � � � � � � � � � � � � � � � � Message Line � � � � PF1 Help Enter Modify Ctrl-Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.6 Closed Requests This is a list of all closed requests. From this option, only viewing of the detail activity is allowed. From this view, pressing PF2 will show the list of tasks. At this point, press PF2 for a view of deliverables, PF3 for task assignments, PF4 for keywords. To update any of these records, you must "open" the request by pressing PF3 and access this information from the Open Requests Options. Close Request View: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � Closed Requests � � � � Control # Description Date Status Prty User � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � __________ ____________________________ mm/dd/yy _____ _____ _____ � � � � � � � � � � � � � � � � � � � � � � PF1 Help PF3 Open Del Delete � � PF2 View Tasks Ctrl-Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 3.7.7 Set Dependencies For a specific task, you may define the predecessor tasks and successor tasks. 3.8 Reports All reports from this menu option may be viewed on-line as well as printed. Some of the reports may need input for the selection criteria. You will be prompted if this is the case. The following is a list of all InfoQuest Reports. See Appendix 1 for sample reports. User List Resource List Project List Security List InfoQuest Tables Location Project Type Resource Type Task Type Keyword List Delivery Type Priority List Status List Request List Sorted by Control Number Request List Sorted by Priority Requests for User Sorted by Control Number Requests for User Sorted by Priority Requests for Project Sorted by Control Number Requests for Project Sorted by Priority Requests for Status Sorted by Control Number Requests for Project Type Sorted by Priority Request List Sorted by Date Request Detailed Task Activity Sorted by User Detailed Task Activity Sorted by Project Tasks by Status Sorted by Control Number Tasks by Priority Sorted by Control Number Tasks by Task Type Sorted by Control Number Tasks by Keyword Sorted by Control Number Tasks by Follow Up Date Under Assigned Tasks Over Assigned Tasks Unassigned Tasks Deliverables Sorted by Control Number Specifications for Task Resource Activity Sorted by Control Number Resource Activity by Resource Type Performance for Resource Cost Benefit Analysis Closed Requests Sorted by Control Number 3.9 Log This log is a personal "notebook". Is allows you to capture notes by user, project, resource, date, follow up date. These notes can be viewed and printed by the above mentioned orders. Log File List by Date: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴커 � By Date � � � � LOCATE: mm/dd/yy � � Date Owner Prjct Rsrce � � mm/dd/yy _____ _____ _____ � � mm/dd/yy _____ _____ _____ � � � � � � � � � � � � � � � � � � � � � � Ins Add Enter Modify � � Del Delete Ctrl-Esc Exit � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴켸 Update Log File Form: 旼컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� � Update Log � � Resource:_____ _________________________ � � Project :_____ ______________________________ � � Owner :_____ _________________________ � � Date :mm/dd/yy Next Follow: mm/dd/yy � � RE :__________________________________________________ � � Comments:__________________________________________________ � � __________________________________________________ � � __________________________________________________ � � __________________________________________________ � � __________________________________________________ � � � � Message Line � 읕컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴컴� 3.10 Utilities 3.10.1 Backup Data Files InfoQuest is delivered with batch files which activate the standard DOS BACKUP. You must have a path to your DOS subdirectory. Refer to your DOS manual regarding the BACKUP command and setting the path to the DOS subdirectory. If you wish to use your own backup program, you must change the batch files: INFOBKPA.BAT and INFOBKPB.BAT. In these batch files, change the BACKUP command to your backup program name. 3.10.2 Restore Data Files InfoQuest is delivered with batch files which activate the standard DOS RESTORE. You must have a path to your DOS subdirectory. Refer to your DOS manual regarding the RESTORE command and setting the path to the DOS subdirectory. If you wish to use your own backup program, you must change the batch files: INFORSTA.BAT and INFORSTB.BAT. In these batch files, change the RESTORE command to your backup program name. NOTE: It is recommended to reindex the data base after restoring. 3.10.3 Create ASCII File InfoQuest enables you to download the database contents into a flat ASCII file, delimited by commas, with text in double quotes. The record and field length is fixed. This file can be uploaded to a mainframe or to be used by other applications. See Appendix 2 for the record layout. The records in this file will contain redundant data since this is a flat file. 3.10.4 Reindex Data Base In the case of possible power failure, power surge, turning off computer without proper exit etc.., the indexes may be corrupted. Using this option will rebuild all indexes in the database. 3.10.5 Pack Data Base Deleted records are only "logically" deleted from the database. This results in increased disk usage. Packing the data will physically delete these marked records. This option will automatically reindex the database as well. 3.11 Calendar PF9 will activate a pop-up calendar. This calendar is available from the main menu as well as the request, task and assignment forms. 3.12 Exiting InfoQuest To exit InfoQuest, press the Escape key. You will then be prompted with a message "Press Q to quit". Press "Q" if you wish to exit InfoQuest. 4 Appendix 1 - Sample Reports 5 Appendix 2 - ASCII File record layout