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weekly accomplishment sheets

Weekly Summary Menu Commands

Save Weekly Summary

Weekly summaries can be manually saved by selecting “Save” from the “File” menu.

Export

Weekly Summary Weekly summaries can be saved and exported to a floppy disk and turned into your director if your director uses the Director’s Assistant. To export the displayed weekly summary, select “Export” from the weekly summary’s “File” menu. The weekly summary “Save As” window opens where you need to enter a name for the exported summary. It is recommended that you work out a coding system with your director which would include your initials along with the date. Windows 95 long file names are not allowed. The system will automatically save the summary with the .sum file extension. With the name entered, insert the disk and select the Drive which you inserted the disk into. (a or b) in the “Save As” window. With the drive selected, click “Export” to save the summary to disk.

Print Summary

To print the weekly summary, select “Print” from the weekly summary’s “File” menu. The system will print the summary displayed in the window. Weekly summaries are automatically saved before they are printed.

Create a Text File

With your summary open, click “File” then “Create Text File”. The system will automatically create a file in your system’s directory called summary.txt. The file will be displayed in the Window’s Notepad. It should be noted that formatting features do not exist in simple text files making it necessary to view the report with a consistently sized font. (Notepad usually defaults to a system font which should work fine. Courier is another consistent font) Because of the lack of formatting options, this option isn’t “pretty” and should be used where HTML options are not available.

Create a HTML File

HTML is the file format of the Internet. Many email clients have the ability to send and display HTML files as regular email instead of as a separate file attachment. This allows the recipient to receive the message already displayed and formatted. Formatting options are extensive with HTML so your accomplishment sheet looks great. With your weekly accomplishment sheet open Select “Create HTML file” from the “File” menu. You will receive a message indicating that the file has been created. The system creates a file called summary.htm in your system’s directory. (c:\dawin\summary.htm) See your email program’s documentation for specifics on attaching or inserting summary.htm into your emailer.

Closing Weekly Summaries

To close a weekly summary, select “Close” from the weekly summary’s “File” menu.

Weekly Accomplishment Sheets

See Also

Weekly Accomplishment Sheets

Creating Weekly Accomplishment Sheet

Tracking Consultant's with Quicktrack

Exporting Summaries

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