I would suggest spending some time documenting the theory and practise behind the whole multi-checklist system in Recorder. This is still a massive cause of confusion for new (and even veteran) users of Recorder 2002/6. Things have got better since 6 came out, but it's still confusing.
For instance, I had someone contact me today saying that running a report wizard on 'marbled white' revealed no records, even though they knew they had quite a few. It turns out they were looking on the LEPS checklist for marbled white (Melanargia galathea). The trouble is, they had entered their marbled white data using the Recorder 3.3 checklist, and the only 'marbled white' on there is for Melanargia galathea subsp. serena (the non-sub-species doesn't have a common name). So they had a bunch of records for the subspecies and when they searched for the (non-sub)species marbled white on the LEPS list they got nothing back. Confused yet? I am, and I'm not even sure my explanation is correct. The point is, the multi-checklist system makes for an extremely confusing layer of complexity. So really clear documentation on how the dictionaries work, and how reporting on them works might be of help.
Looking into this issue led me onto another really confusing aspect of Recorder that I don't think documentation can help with, but it might. If you right-click on a taxon in the dictionary browser, then select Quick Reports you get a list of 'quick reports' to run. These are unintuitive and, in many cases, non-working. For instance, in my case if I right-click on Marbled White (Melanargia galathea), I get a list with the following:
1. Occurrences for Places Report
2. Places for Occurrences Report
3. HW
4. Name - Date - Grid - Abundance
5. Patrick Quick Report
6. Species Reports >
Now, the first two, apart from having confusing names, don't appear to work half of the time. They don't work because they don't appear to be using the nameserver. In other words, you have to right-click on the taxon within the checklist the taxon was originally recorded from for these first two to work. I would suggest ditching these instead of keeping them on in their current, highly unintuitive, state. They just make Recorder appear to be broken. Perhaps these reports can be reworked using the new XML Reports features coming in 6.9? John: would that be possible? Alternatively, they need to be fixed to work with the nameserver.
The next three (3 4 and 5), which are in there as a result of saving reports at the end of the report wizard process, produce results, but they are totally unexpected results. Instead of getting a list of marbled whites with their sub-species along with the attributes I had specified in the report wizard, I get a list of hymenopterans! At least I get the attributes I expect.
The only item(s) on this list that do work are the ones behind #6 which are my XML Reports.
None of this can really be solved with good documentation, but by simply fixing or removing the non-working stuff, and perhaps dividing up the menu with some visual dividers do give the user some clues as to what they're being presented with, you've gone some way to lessen the reliance on documentation.
Hope that's helpful!
Charles
Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital