• MetProtocol

MET Project Protocol

Introduction

This wiki page is to record communication and activities associated with Martin Smith and the MET Project. The goal is to assist planning and ensure that we have an audit trail of our discussions and the work we have performed/promised.

Protocol

2009.09.04 MS Requests AH to Upload Q2 Documents

2009.10.13 Meeting with József Rékai, Ken Little at EUROMETRO (09:00-10:45)

1. Discussion about fire protection documentation. Target: file list till the 16th of Oct.

2009.10.13 Meeting MS at EUROMETRO (10:45-13:00)

1. Requirements for the MET System

2009.10.16 Meeting MS at EUROMETRO (11:30-14:30)

1. Requirements for the MET System

2009.11.15 TN Visit to MS Office (15:00-18:30)

1. Discussion about uploading Q3 documents

2009.11.10 TN Prepares Uploading of Q3 Documents

1. Preparing upload metadata and files
2. Files loaded only into the test system, quality of the the data is bad

2009.11.18 TN Visit to MS Office (09:30-16:00)

1. Meeting about master document list

2009.11.26 TN DrawMGT Training at DBR Office (13:00-05:00)

1. Basic training
2. DBR peoples (András Bleyer, Kinga Pétervári) are not satisfied

2009.11.27 TN Uploads Q3 files Into DrawMGT (10:00-15:00)

1. Preparing upload metadata and files
2. Files loaded only into the test system, quality of the the data is still bad

2009.12.04 TN Visit to MS Office (08:45-11:00)

1. Consultation about Classification aspects

2009.12.08 TN Installs New Aspect Tree

1. TN got new aspect aree and installed it on both systems

2009.12.14 TN Installs New Aspect Tree

1. BAMCO Claims are added, installed it on both systems

2009.12.16 TN DrawMGT Training at DBR Office (13:00-05:00)

1. Basic training
2. DBR peoples (András Bleyer, Kinga Pétervári) are not satisfied

2009.12.21 TN Uploads Q3-Q4 Files (14:30-02:30)

1. TN got new Master Document List and Q3-Q4 files
2. Quality of data is much better as before
3. About 600 files loaded up into the test system

2009.12.22 TN Installs New Aspect Tree

1. Activity Codes added, installed it on both systems

2009.12.22 TN Uploads Q3-Q4 Files (14:30-18:50)

1. About 600 files loaded up into both systems

2009.12.23 MS Emails Start to Bounce

1. From this date onwards emails sent to Martin Smith bounce
2. The only way to contact Martin is via telephone/sms or via email to Edina

2010.01.05 TN Visit to MS Office (13:00-18:00)

1. Clarifying terms of DrawMGT (MET System User Manual)
2. DrawMGT change requests

   • Menu groups Folder and Group should be moved to top position in left menu

   • Change font of status information for better visibility
   • All groups should be closed in left menu at first login
   • Document Code Components block should be opened at first login
3. Some menu, list items should be changed
   • Folders

     • Claims/Commercial -> Claims

     • Matrix Admin -> Admin

   • Document -> Document file

   • Document type -> Document format

     • Report -> Report Format

     • Program -> Program Format

     • Plan -> Drawing Format

     • Analysis - to be removed
   • Delete name of aspect values group in "Key Aspect" select list
4. Some select list must be bi-lingual
   • Phase
   • Discipline
   • Classification status
   • Revision type
5. DrawMGT training for Edina Bodor

2010.01.05 TN DrawMGT Training at MS Office (09:00-13:00)

1. Training to Edina Bodor to insert/update/delete Documents
2. Training to Edina Bodor to create/update Users

2010.01.18 MS Requests TN to Update Classification Aspects

1. TN got translation and update requests based on an obsolete file
2. Email sent to MS to solve the problem, no update done in the database

2010.01.28 AH/MM Meeting

• to be completed

2010.01.28 Meeting at DBR

Present:

• András Bleyer
• Kinga Pétervári
• Szabolcs Németh
• Martin Smith
• Edina Bodor

• Mary McGrath

• Alan Hodgkinson

Discussion:

1. Claims spreadsheet
2. Handbook
3. Explained that we have no plan
4. Explained that we have not spent any effort of public relations
5. Explained that we need short checklists explaining commonly performed procedures (in wiki)

2010.02.01 AH / AB (Andras Bleyer) Telephone call

1. Andras says:
   • Not completely satisfied with the result of last weeks meeting
   • Martin has until the end of this week to produce the finished handbook
   • He agrees that AH/TN can perform public relations works to help acceptance of the system (and probably that we can perform them)
2. I said to him:

   • I want to adopt Mary McGrath's working methods (e.g. use of a written plan, instructions and tracking)

   • I want to force Martin to produce a plan to the end of the quarter with:
     • List of required inputs
     • List of activities
     • List of deliverable
   • I want to upload Mary's documents directly with TN and MM and her assistant(s).
     • Goal of showing that it works well if you're organized
3. Next steps:
   • Wail until end of week to see the state of the handbook

   • Write email to Martin explaining how we will proceed (& BCC Andras/Kinga)

   • Write an outline for a plan for MET DrawMGT
   • Get list of procedures/fields from MM

2010.02.02 Instruction from Edina

• Date: Tue, 2 Feb 2010 18:00:44 +0100
  Subject: schedule 2010.02.03.
  From: Edina Bodor <ekka.hu@gmail.com>
  To: alan.hodgkinson@softxs.ch
  
  Dear Alan,
  
  Let me send you the scope of tomorrow's work with Tibor:
  
  1. to upload the  6000 Bamco letters on  the Database
  2. to check the content of the User Manual Version 3 with Tibor
  
  best regards,
  Edina

2010.02.03 MET Task List

Task list from meeting Tibor Nagy, Martin Smith and Edina Bodor on 2010.02.03

• MET System Tasklist 2010-02-03.xls

2010.02.03 TN Visit to MS Office (09:00-16:00)

• Help to Edina to write the "short" user manual
• Discussions about uploading 6000 documents related to BAMCO claims
  • The file list is again in a new format
  • The files where not in MS Office, TN picked them up at DBR from Zsolt Harkály

2010.02.04 New Aspect Tree got from MS

• New aspect tree - merged from two different versions
• Lot of manual work regarding small changes
• Installed on MET system

2010.02.08 Email from Martin Smith

• Subject: FW: HANDBOOK COMMENTS DWS (2003)
  From: "Matrics Consult Ltd" <martin.smith@matricsconsult.com>
  Date: Sun, 7 Feb 2010 12:45:03 -0000
  To: <tibor@softxs.ch>
  
  Tibor
  
  Comments for discussion
  See you at 1pm at office Buda
  Martin

Attached Files:

• 98 EN METS 025 Expert Database User Manual -5 Rev 02.2 DWS (2003).doc

Notes:

• TN not available Monday afternoon, other activities were previously planned.
• TN sent request for clarified written instructions

2010.02.08 Instruction from Martin Smith

• Reply-To: <martin.smith@matricsconsult.com>
  From: "Martin Smith \(Google\)" <martin.smith@matrics.co.uk>
  To: <tibor.nagy@softxs.ch>
  Cc: "'Alan Hodgkinson'" <alan.hodgkinson@softxs.ch>,
          "'Edina Bodor'" <ekka.hu@gmail.com>
  Subject: RE: FW: HANDBOOK COMMENTS Version 3 2010 02 08
  Date: Mon, 8 Feb 2010 12:04:24 -0000
  Organization: Matrics Consult Ltd
  
  Tibor
  
  I am a little surprised you do not tel me when you cannot make it not just
  send an email
  
  The work to be done is finishing what we started last week
  
  I worked all weekend checking the site and found quite a few inconsistencies
  as attached
  
  In my English version Q reference no not correct A123.1 ? what is this
  
  I cannot complete the manual if the screen layouts are not correct
  
  Eg Activity under block 2
  
  I am also waiting for Mary to give us the sub- details for 7 Assurance
  
  You need to come into this office so we can sort out what is still not to
  spec
  
  I have drafted a site map to try and understand the model better draft 1
  included Functionality Table of Menus ( not complete yet )
  
  Please tell me when you can come into the office
  
  Regards
  
  Martin

Attached Files:

• 97 Corrections Reqd on Screens 01.xls

• 97 MET Functionality Table of Menus 2010 02 06.xls

• Action List MET 2010 02 08 Draft.xls