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         Ô                                                                                                                                                                                                                      )PERSONAL PEARL -- DESIGN FORMS OVERVIEW   2The PERSONAL PEARL DESIGN FORMS service allows you5to construct a FORM on the screen to use later while 0entering or retrieving data.  This involves the following steps: 21.   Designing your form layout on a blank screen. 22.   Defining "data input areas" on the form where)data is entered and stored as a record. 23.   Selecting those data input  areas that can be/used as a general index to identify and find individual records. 54.   Identifying the data input areas requiring data from another form.   05.   Installing the finished form so data can be
entered. ÿ,   PERSONAL PEARL -- DESIGN REPORTS OVERVIEW . 4The PERSONAL PEARL DESIGN REPORTS service allows you0to construct a REPORT layout. Designing a reportrequires the following steps: 41.   Designing your report layout on a blank screen. 02.   Defining "data output areas" on the report +where data will be printed on the report. -3.   Selecting the sort order for the report. -4.   Identifying the data output areas which !require data from another form. . $5.   Installing the finished report. ÿ(   PERSONAL PEARL -- ENTER DATA OVERVIEW . 1You may use the ENTER DATA service to add or edit0data on a PEARL data file. You may also use this3program to browse through your data file one record
at a time. 5Your  first step will be to select the form you wish 5to process. The next step will be to select the menu option to enter data.  5Press CONTROL Q for additional help on each menu, or 5enter a ? while the cursor is in the first character of any input area. ÿ-   PERSONAL PEARL -- PRODUCE REPORTS OVERVIEW . 2You may use the PRODUCE REPORTS service to create 2printed reports from data you have entered on your1PEARL data files. You may also create a disk file2for the report which may be listed later or edited1with a word processing system and/or included in 2other reports you are preparing with your Osborne 	computer. 4During the report process, you may need to sort your2data file, if you specified a sort priority during.the design of the report.  If so, you will be &requested to place the SORT disk on A. 3Prior to creating the report you may choose low and3high selection values so that only selected records2will be included on your report. Prior to creating0the report you may also specify a disk file name#on which to place the final report. ÿ/For each  form defined for PERSONAL PEARL, you 4supply a NAME and a DESCRIPTION.  You may enter the 5name  of a previously defined FORM (which appears in 2the form directory), or you may create a new NAME using up to seven characters. 4Pressing an O while depressing the CTRL key (CTRL/O)/will enable you to delete any program from the 4directory once entered.  Similarly a CTRL/C will let3you view the next page of the directory as it fills*up.  A CTRL/R will let you page backwards. ÿ
 ÿ-The FORM DESCRIPTION is provided as an aid to-you later on when you select a FORM from the 1PEARL FORM DIRECTORY. You provide the DESCRIPTIONwhen you add a new FORM.    ÿ/The FORM has been added to the DIRECTORY.  You .may now press RETURN to continue with the FORM2you have added, or you may enter a different name.  ÿ2Press 'Y' if you wish to delete the FORM name you 1have entered, or press 'N' if you do not want to delete the FORM.  ÿ-Enter 1 to design the layout of a form to be displayed during data entry./Enter 2 to design the layout of a report to be !produced from the entered data.-Enter 3 to enter data into the designed form.'Enter 4 to produce the designed report. ÿ/If you are designing a new form, enter step 1. 2Select each of the subsequent steps until the form1is installed.  You may return to any step if you "need to make additional changes.   2More help is available after you have selected any0of the above steps.  Note that steps 3 and 4 are	optional.  ÿ1In order to LAYOUT a FORM, enter the form layout 1similar to the  way you would layout a FORM on a 0piece of paper in a typewriter.  The areas into 5which data will be entered can be specified by using 4underscores ('_' character) for textual information,0or a '9' (for numeric) information. For example: 4NAME: _______________   AGE: 99  SALARY: $999,999.99BIRTHDATE: mm/dd/yy 1By including common notations like "$," "/," or  3punctuation, you can insure you have enough charac-0ter space for entering data into the input area.2The Control Key Commands below can be activated by3pressing the designated letter while depressing and4holding the CTRL key down.  ESC and ? operate alone. ÿ0Your form cannot be installed until at least one0data input area has been defined using option 2 of the selection menu.  ÿ +After you have laid out your form, you must/choose the input areas into which data will be 3placed.  Do this by placing the cursor on the first2character in the data input area.  Then press the 0CTRL/B combination.  The data input area will be1highlighted, and you will be prompted to give the3data input area a name (used for later reference). /Specify whether the data is always required to 1complete information on the form and also whether-the data will be textual, numeric, or a date. ÿ0Enter a one to seven character name that can be 0referenced later on when you design reports and .other forms.  For example:  "NAME", "ADDRESS",2"PHONE", "AMOUNT", "TOTAL", "CUST", "CUST2", "T4",0and so on. The first character must be a letter. ÿ0Enter 'Y' to prevent entry operator from leavingthis area blank. .Enter 'N' to allow this area to be left blank.  ÿ2The 'C' option allows characters including numbers2to be entered.  The 'N' option says that the data 4input area is numeric and so may be used in calcula-2tions.  The 'D' option says the data input must bea date. ÿ0A FORMULA may be entered to compute a data input1area based on other areas in your form.  You may .use '+' to add values; '-' to subtract values;0'*' to multiply two values together; and '/' to divide one value into another. 1You may also use '(' to show the order in which a(computation is to occur.  For example:   2(A + B) * C     means to add A and B and the total is to be multiplied times C.   0If no parentheses are used, multiplications and *divisions will occur before additions and subtractions.   ÿ0Position on any data input area containing data ,to be indexed in order to find and identify 4individual records. Then press a CTRL/B combination.5You will be prompted to enter the options associated 3with an indexed area.  Commonly selected categories,include:  names, I.D. numbers, and so forth. . 2Designating an area to be used as an indexed area 3lets you go directly to the FORM or a set of FORMS 2by simply typing a keyword or number contained in the indexed area. 1For example, if an input area contains names, and.the input area name has been designated as an 1indexed area, you may go directly to the form or 3set of forms starting with the name SMITH or JONES. 3Enter a CTRL/P to highlight those input areas which-have already been specified as indexed areas.               ÿ0Enter 'Y' to designate that the input area is an.indexed area, or 'N' to designate the area is not indexed. ÿ0Enter 'Y' to show there is one and only one cor-4responding record for each data entry placed in     the input area.        1Enter 'N' to show there may be duplicate names or#numbers entered in this input area.  2For example, you would probably never use the same/customer id number for two different customers 3(enter Y).  On the other hand you may find that two/of your customers happen to have the same name 
(enter N). ÿ4PERSONAL PEARL allows you to 'call' information from(other forms when you are entering data.  2For example, if one form contains summary informa-3tion about customers including a name, address, and1phone number, and another form is used to record 3sales information for customers, you might want to 2get the address and phone number from the summary 4form and place it in your sales form.  This is done 2by specifying that the data should be the same in &both forms based on the customer name.  1When you use this option, the input area name on both forms must be the same.   /For example, use CNAME (Customer NAME) on both 0forms to call the area into which customer name 3will be placed.  You might specify CADDR and CPHONE1on both forms also to call the address and phone number. 3Then use this option to call data input areas from 5the other form.  Place your cursor on the area which 4also appears in the other form.  Then, press CTRL/B 3to specify the way in which the data is to be used. 3You may press CTRL/P to highlight all of the input 3areas on your current form relating to other forms.             ÿ%Enter the name of the FORM containing*the data input area you wish to reference. ÿ5Enter Y if data in this area is used to identify and 3find specific records from the other form. Enter N 1if this area's data is to be transferred from theother form. ÿ4Enter Y if the data obtained from the other form is 1to be displayed, but is not to be entered in this1form. Enter N if the data is to be DISPLAYED and 2then ENTERED in this form. In the latter case you 4may change the data after it has been obtained from the other form. ÿ2If you are designing a new report, enter option 1./Then select each of the subsequent steps until 0the report is installed.  You may return to any 2step if you wish to make additional changes.  More1HELP is available after you have selected any of the above steps. ÿ4Enter the name of the report you wish to access, or 2enter a new name if you are creating a new report. ÿ< ÿ1The new report has been added to your directory. 1You may now enter or change the report layout by 2selecting the report for processing. Press return to select the new report. ÿ0Enter 'Y' to delete the report from your report +directory, or enter 'N' to keep the report.  ÿ	2Use option 1 to create a report which will use the4same layout as your input form which you may change. 3Use option 2 to copy an existing report.  Once you 3have made a copy of the report, you may change the layout of the report. $Use option 3 to create a new report. ÿ1The description you enter here will appear in thereport directory. ÿ5The  report  to be copied could not  be  located  on 3disk.  You need to either enter a different report .name, or press ESCAPE to return to the report 
directory. ÿ4Use a FIXED type report when you want each form to  appear on a separate page. 2Use a LIST type report when you wish to summarize 4the data from the input forms, placing as many linesas possible on each page.   3When you create a LIST type report, you may specify0page headings, footings, summary subtotals, and grand totals. 4Use the SuperCalc spread sheet option when you wish 3to create a SuperCalc spread sheet input file from your PEARL data file.   2When you use this option, the data output areas in3the report will become "cells" in the spread sheet.      ÿ1The name of the report you entered has been added1to the directory.  The report layout was already 4on a disk file even though the name of the file was 4not in the report directory.  You may now change the)report layout by selecting the same name. ÿ4The name of the report you have entered has already 4been used as a report name by another program. PEARL2does not allow the same report name to be used by 3two different programs. Please choose another name. ÿ
/Enter the name of a report you have previously 1defined. If you do not remember the names of your5reports, please press ESCAPE to return to the report 5directory  and  you will be able to view the  report names. ÿ0The input FORM for this program has not yet been0created.  Use the DESIGN FORMS option to create .the form, then select this option or choose a different option. ÿ4In order to layout a FIXED type report, continue in ,the same manner you would to layout a FORM.   2Once you have finished the layout for the report, 4you may then identify the areas on the report where 5information  from  your  data file  will  be  placed during printing.  ÿ2In order to create a SuperCalc spread sheet file, 3a report is created from your data file.  However, .instead of being printed, the information you .indicate is placed in a file to be read in by 4SuperCalc for subsequent processing by that program. 1The SuperCalc report is similar in format to the 3LIST type report.  Each set of detail, subtotal, or2grand total information may be placed as a row of 1data in the SuperCalc spreadsheet.  Within these 2three groups, each output area you specify will be5placed  as a cell in the spread sheet beginning with the second cell in each row.  ÿ/A list type report is used if you want to list 2summary information, and to compute totals or sub-3totals from the information in your form file. You 4may also specify headings and footings for each pageof the report. 3As you layout a LIST type report, you must specify /the group category you are entering.  The cate-1gories are:  HEADING, DETAIL, SUBTOTAL, TOTAL andFOOTING. 3HEADING  - this information will appear at the top   .         of each printed page. .DETAIL   - this information will appear in the0 .         report for each input form processed. 2SUBTOTAL - this information will appear in the re-/ .         port each time the first sort field  .         changes. 3TOTAL    - this information will appear at the end  .         of the report.   5FOOTING  - this information will appear at the bottom .         of each page. *In order to change the level of the group -category, press the CTRL/C combination.  The /current type of information being entered will 4appear in the bottom left-hand corner of the screen. .Please note that once the level being entered 0for data has been set for a line, it may not be 4changed unless the entire line is deleted, in which 1case, it can then be retyped.  Once the category 2level has been set, the indicator on the bottom of3the screen will change automatically during cursor positioning.    ÿ3Specify the name of a data input area in your input1form in order to print information from your datafile.   %If the output area is to be computed 3during creation of the report, use a new name, then3specify the formula to be used to compute the area ,based on other data areas in the input form. ÿ0In order to specify a new data output area in a 3report, place the cursor on first the character in 1the output area, and then press CTRL/B.  At this 0time, the full output area will be highlighted, 'and you will be asked to name the area. 2If the output area is to contain data in an input 2form, use the SAME NAME you used to name the data 3input area.  If the new area is to be computed, or 1if the area is a computed value, then you should assign a NEW NAME. /All of the areas specified for output are high-lighted on your screen.  .  ÿ3A FORMULA may be entered to compute an output area 0based on other areas in your form.  Those other /areas need not be present on the report as long-as they have been defined on the input form.  1For example:  if two areas on your input form are3named HOURS and RATE, you could compute the product2of these two values and place them in your report 1under the new name of GROSS by entering GROSS as 0the output area name, and using FORMULA HOURS * RATE. 0In your FORMULA, you may use '+' to add values; /'-' to subtract one value from another; '*' to 0multiply two values together; and '/' to divide 2one value into another.  You may also used '(' to 3indicate the order in which the computation should occur.   ,For example, (A + B) * C causes area A and B0to be added and then the  total to be multiplied+times area C.  If no parentheses are used, 0multiplications and divisions will occur before additions and subtractions.  ÿ3You may not compute a value also specified as being$a data input area from another form.     ÿ4There is a syntax error in your formula. The type ofthe error may be as follows: 1 - Unbalanced parenthesis,$2 - An input area name is too long, 33 - Order of input area names and arithmetic opera-$tors (i.e., +, -, /, *) is invalid ÿ2Use this option to specify the order in which the /forms on the input file will be placed on your 	report.  .For example: if you have the input areas ZIP, .STATE, and NAME on your form, you may specify 2that the file should be sorted in order by STATE, *then ZIP, and then NAME.  This is done by 3specifying the sequence for STATE, ZIP, and NAME as$being 1,  2  and  3, respectively.   3The direction of a sort may be reversed by typing  an R below the area specified.  2If no SORT priority is specified, then the report 1will be in random order as it was entered on the 
data file. ÿ5Use this option to call data from other forms when a 2report is being created. Place your cursor on the 0area which also appears in the other form. Then 5press CTRL/B to specify the way in which the area is to be used.  ÿ*Enter the name of the FORM containing the .information you wish to include in the report.  .  ÿ5Enter Y if data in this area is used to identify and 3find specific records from the other form. Enter N 2if this area's data is to be transferred from the other form. ÿ
Enter 1 to enter or edit data. /Enter 2 to create a report from your data file. ÿ"
FILE MAINTENANCE SERVICE OPTIONS31.   FILE SUMMARY DATA--tells you how many records 0are  on  your  data file,  the  file  version 0number,  the  amount of unused space in  your ,file due to deletion of data records, etc.32.   REBUILD INDEX--will rebuild the index to your 0data file and will recover data records added 0or  edited  during your last update  if  your 0files were not closed properly during  update /due to an external malfunction. This option  -is required if you have changed the index  +specifications for an existing data file.33.   COMPACT  DATA  FILE--may be used  to  recover 0unused  space  in your data  file  which  has 0resulted from the deletion or editing of data 0on the file. Use the FILE SUMMARY DATA option 0in  this menu to determine how much space you 0will  recover  by using this option.  Use  of 0this option also causes data for input  areas 0which  have  been deleted from a form  to  be removed from data file. "FILE MAINTENANCE SERVICE OPTIONS34.   CREATE DATA FILE--use this option to create a 0data  file with no data in  it.  This  option 0allows  you  to maintain multiple data  files 0using  the  same form layout  to  update  the file.35.   TRANSFER  FORM  CHANGES--use this  option  to 0transfer the form changes to an existing data 0file.  You  must use this option if you  have 0re-installed  an existing form,  and you have 0data files using the form on diskettes  other  than the development diskette.26.   TRANSFER  PROGRAM  FILES--use this option to -move ENTER DATA and PRODUCE REPORT program *files to a production diskette from the development diskette. ÿ3Enter the name of the program you wish to process. 1If the name does not exist in the menu, you must -return to the design forms or design reports )program to add the name to the directory. ÿ2Enter the name assigned to the report you wish to 3create. If you wish to create a new report layout, 4you must exit and use the PEARLDR program to design a new report. ÿ2Enter 1 to specify which forms should be included 3in the report. Enter 2 to change the page size for 3the report, to send the report to a file or to the /screen, or for label processing to specify the 1horizontal count for labels. Enter 3 after other 3options have been specified to create your report.   ÿ0You may specify which forms will be included in 3your report by entering a low and a high value for %each input field in your input form.  2Only those forms which have a value in the fields 0which is greater than or equal to the low value 4specified, AND less than or equal to the high value )specified will be included in the report. 0If you wish, you may enter only a low or a high 1value for an input area. That is, both a low and high value are not required. /Press ESCAPE when all values have been entered. ÿ,Enter Y to proceed or N to continue editing current screen.ÿ4The number of report lines per page applies only to 2LIST type reports. The number you enter specifies 1the number of lines which will be printed before %skipping to the top of the next page. ÿ4The total number of lines per page is the number of 4lines between the top of each page. If your printer 3is equipped with a FORM FEED option, enter a 0. If 0you are outputting to the console, this value is/the number of lines which will be output before.pausing to allow you to view the current page. ÿ.No value entered will cause your report to be 0printed on the CPM list device assigned to your 4system. Enter CON: in order to output to your video 4screen. Your other option is to specify a valid CPM 2file name. e.g., B:REPORT.DOC. If no file name is 2specified for a SuperCalc report, the output will !automatically be named TEMP.CAL.  ÿ4The title you enter here will be printed at the top 0of each page of the report you are creating. It ,applies only to LIST and FIXED type reports. ÿ4This option is for form processing when you wish to 1print 2 or more up labels. This number specifies (the number of labels wide to be printed. ÿ0This value specifies the number of columns wide 0each label is when multiple up labels are being 	produced. ÿ4________ ENTER DATA _ CONTROL KEY COMMANDS _________.U - Save/replace record    B - Switch ADD/EDIT.N - Duplicate last item    Z - Get next record2P - Print current record   W - Get previous record4I - Tab forward            O - Delete current record-Q - HELP                   ESC - EXIT         .  ÿ ( .     ENTER DATA _ CONTROL KEY COMMANDS.U - Save/replace record    B - Switch ADD/EDIT.N - Duplicate last item    Z - Get next record2P - Print current record   W - Get previous record4I - Tab forward            O - Delete current record-Q - HELP                   ESC - EXIT         +S or H - Cursor left       C - Page forward(D or L - Cursor right      R - Page back'E or K - Cursor up         ^ - Tab backX or J - Cursor down  )Press RETURN for next page or ESC to exitfrom HELP processing. /While entering the data, you will find yourselfin either ADD or EDIT mode. -If you are in ADD mode, then enter data into /the data input areas until you are done.  Then 2press the CTRL/U key or press RETURN twice to add /the record.  The data input areas will then be 3cleared so you may begin entering data for the nextrecord. /You may enter EDIT mode by pressing the CTRL/B key combination. .If you are in EDIT mode, you must first get a 0record from the data file in order to change or 0delete it.  This can be done by entering data in1any indexed area, or by pressing the CTRL/Z (get 2next record).  You may then DELETE the record from.the file (CTRL/O), or EDIT the record and then%replace it on the data file (CTRL/U). ÿ4In order to delete a record, first bring the record -up for changing.  A delete request cannot be 4implemented now because no record has been obtained for deletion.ÿ5Enter a 'Y' if you wish to delete the current record.2Otherwise, enter a 'N' to continue processing and not delete the record.ÿ2PERSONAL PEARL is ready for you to enter data into3your data file.  Use the RETURN or TAB key to move 2from area to area during data entry. Press CTRL/O 0or press RETURN twice on the last field to save the record.ÿ1Enter 'Y' if you wish to abandon the edits to thecurrent screen areas. .Enter 'N' if you wish to continue editing the current data record.ÿ/PERSONAL PEARL is waiting for you to enter key 0work or a number in an indexed input area so it 1can identify and get get a record from your data 3file to be displayed, edited, or deleted.  You may 'also use CTRL/Z to get the next record.ÿ%Enter 'Y' to end ADD/EDIT processing. 4Enter 'N' if you wish to continue entering data intoyour data file.ÿ2Enter CTRL/B to switch to ADD mode, CTRL/Z to get 0next  record,  CTRL/W  to get  previous  record.ÿ3You have tried to use an EDIT function in ADD mode.Switch to edit using CTRL/B.ÿ1This data area is required.  You must enter data 3into this area before the data record can be added. ÿ1The data you have entered has been added to your /data file.  You may now enter data for another 0record, or use the CTRL/B key to change to EDIT mode.ÿ3The data record has been deleted.  Enter CTRL/B to 3return  to  ADD mode,  CTRL/Z to get next  record, .CTRL/W to get previous record, or enter a KEY *character, word, or number in an indexed  #area to get another record to EDIT.ÿ1The data record has been replaced.  Enter CTRL/B 1to return to ADD mode, CTRL/Z to get next record,/CTRL/W to get previous record,  or enter a KEY .character, word, or number in an indexed input#area to get another record to EDIT.ÿ4The record cannot be added since the area specified 1is UNIQUE to another record already on your file.ÿ2Not enough digits in the field to fit the numeric 'value entered.  Enter a smaller number.ÿ.Enter date in format mmddyy or mm/dd/yy.  For example:  12/31/81.ÿ-Non-numeric found in number.  Enter a number. ÿ1A record on another file cannot be located based 2on the KEY character, word or number in the index .area you have chosen. Enter a valid reference 3value, or CTRL/Z or CTRL/W to get next or previous record.ÿ4You have come to the end of or the beginning of the file.ÿ1You have 1) attempted to process a file prior to 0installation; or 2)  the required program is on 0another disk.   Either INSTALL your program and 1continue, or place the appropriate disk with the ,desired program in your drive and try again.ÿ2The report you have selected was not located.  In 1order to produce your report, you must INSTALL it1first.   Return to the DESIGN FORMS program  and install the report. ÿ