113 lines
4.1 KiB
Markdown
113 lines
4.1 KiB
Markdown
# Quick Start: SDE Meeting Toolkit
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## Open a tool
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1. Go to the `tools` folder.
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2. Double-click `field-problem-workshop.html` or `scope-lock-meeting-suite.html`.
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3. The file opens in your default browser.
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No install step is needed for this method.
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## Field Problem Workshop
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The tool has three panels: Problem Map, Breadcrumbs, Actions.
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### Problem Map panel
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1. Type a problem into the entry box and click **Add**.
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2. Click **Add cluster** to create a new group.
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3. Drag a problem into a cluster, or use the cluster picker on the item.
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4. Use dot voting to mark priority problems.
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5. Unsorted problems stay under **Unclustered** at the top.
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### Breadcrumbs panel
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1. Click **Add a blank breadcrumb** to start a new one.
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2. Fill in **Baseline**, **Method**, **Metric**, and, once you have a baseline, **Target**.
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3. Click **Scan for incomplete items** to find breadcrumbs missing a field.
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4. Click **Save** on a breadcrumb to lock in your edits.
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### Actions panel
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1. Click **Add** to create an action item.
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2. Assign an owner and a due date.
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3. Click **Save** to store the action.
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### Save your session
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The tool does not save to disk on its own.
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1. Click **Save JSON** before you close the tab.
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2. Store the file somewhere you can find it.
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3. Next time, click **Load JSON** and pick that file to pick up where you left off.
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4. Click **Export summary** to produce the meeting write-up (markdown).
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5. Click **Reset** only when you want to return to the July 21 baseline (43 problems, 7 clusters, 6 breadcrumbs, 5 actions). Reset erases current data, so export first.
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## Scope Lock Meeting Suite
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The tool has four panels: Scope Boundary Board, MVP Priority Ranker, Decision Registry, Micron Pilot Readiness.
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### Scope Boundary Board
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1. Click **Add item** to enter a new scope item.
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2. Move it into one of four columns: **In MVP**, **Later Phase**, **Out**, **Parking Lot**.
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3. Items start in **Unsorted** until you sort them.
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### MVP Priority Ranker
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1. Use **Move line up** / **Move line down** to reorder items by priority.
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### Decision Registry
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1. Click **Log decision** to record a decision made in the meeting.
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### Micron Pilot Readiness
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1. Review the readiness checklist shown on this panel.
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### Save your session
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1. This tool autosaves to the browser's local storage on the computer you use. It does not need a manual save step.
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2. Local storage does not follow you to another computer or browser.
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3. Click **Export meeting summary** to create the durable record to share or file.
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4. **Reset all** returns the tool to its starting state. Export first if you want to keep current data.
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## Run it from a local server instead
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Use this if you want the tools served over HTTP, or if you want the AI draft button to work outside of Claude.
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1. Open a terminal in the `sde-meeting-toolkit` folder.
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2. Run `npm run serve`.
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3. Open `http://localhost:5173` in a browser.
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4. Click a tool link on that page, or go directly to a file under `tools`.
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## Use the AI draft button
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The Field Problem Workshop has an AI draft feature on the Breadcrumbs panel. It calls Claude to draft breadcrumb fields for you. Use one of these two methods.
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### Method A: Local server (needs an API key)
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1. Copy `.env.example` to a new file named `.env`, in the `sde-meeting-toolkit` folder.
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2. Open `.env` and set `ANTHROPIC_API_KEY` to your key.
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3. Run `npm run serve`.
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4. Open the tool at `http://localhost:5173/tools/field-problem-workshop.html`.
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5. Click the AI draft button.
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If the button reports a missing key, check that `.env` exists, holds the correct key, and that you restarted the server after editing it.
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### Method B: Claude artifact (no key needed)
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1. Upload `field-problem-workshop.html` to a Claude chat, or add it to a Claude project.
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2. Ask Claude to render it as an artifact.
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3. Use the AI draft button from inside that artifact.
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If you open the file directly, with no server running, the AI draft button fails. This is expected. Use Method A or Method B instead.
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## Install the breadcrumb skill
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1. In Claude, open `skills/construction-breadcrumbs.skill`.
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2. Use **Save skill** to install it.
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3. Start a new chat to use it.
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Next: open a tool and click **Add** to create your first item.
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