Sharp OZ-5500 manual

® MODEL OZ-5500 ELECTRONIC ORGANIZER OPERA TION MANUAL Quick Start ............................................. 8 Getting Started .................................... 41 General Operation ............................... 55 Time Management ............................... 69 Creating Your Own Database ............. 95 Memo and Outlining ...........[...]

2 SHARP ELECTRONICS CORPORA TION Sharp Plaza, Mahwah, New Jersey 07430-2135. SHARP CORPORA TION PRINTED IN JAPAN 95G16T(TINSE1240PCZZ) ➀ ®[...]

1 Congratulations on purchasing the OZ-5500 Organizer. Please read this operation manual thoroughly to familiarize yourself with all the features of the unit and to ensure years of reliable operation. You may also find it useful to keep this operation manual on hand for reference. Some of the accessories described in this manual may not be availabl[...]

2 Contents Introduction ...................................................... 1 Contents ........................................................... 2 Quick Start ........................................................ 8 Answers to Commonly Asked Questions .... 32 What Y our Organizer Can Do ........................ 36 About this Manual .........[...]

3 Editing an Existing Entry ............................. 59 Editing T echniques ...................................... 59 Fields ............................................................. 59 The cursor ...................................................... 60 Typing in text ................................................. 60 Moving around the [...]

4 Editing entries ................................................ 84 Checking off completed entries ..................... 84 Using categories ............................................ 85 Deleting To Do entries ................................... 88 The To Do application menu ......................... 89 The Ann (Anniversary) Application .......[...]

5 Calculating dates ......................................... 120 Using the Calculator with other applications .................................................. 121 When E appears .......................................... 122 Cost/Selling price/Markup and Cost/ Selling price/Margin calculations ................. 122 Setting the number of decimal [...]

6 Postponing the ACCOUNT BALANCING procedure ..................................................... 153 Balancing the account and reconciling the transactions ................................................. 154 Handling unbalanced accounts ................... 155 Removing transactions after account balancing .......................................[...]

7 Computer ................................................... 180 Points to remember when using peripherals ................................................. 181 Chapter 10 Personalizing Y our Organizer ...................................................... 183 The Start-Up Display ................................. 183 Selecting the start-up displ[...]

8 Quick Start Important things to do HELP 1. Complete and return the Blue registration card. This allows Sharp to notify you of new products and accessories for your Organizer as they become available. 2. Please read through this Quick Start section. Even if you hate reading manuals, this section will get you up and running with your Organizer in j[...]

9 1. Set the battery replacement switch on the bottom of the Organizer to “REPLACE BATTERIES” (so the red dot appears). (Fig. 1) 2. Remove the operation battery cover and remove old batteries. (Fig. 1) 3. Insert the two batteries on top of the ribbon tab, as shown in the diagram (Fig. 2) 4. Replace the operation battery cover. (Fig. 3) 5. Set t[...]

10 After you install the batteries for the first time, you must initialize the Organizer before using it. 1. Press the LOCK button and open the Organizer. 2. While holding down the ON key on the keyboard, push the RESET button on the back of the Organizer with a pen or a similar object. 3. When the confirmation message appears, press Y to initializ[...]

11 4. Press ˜ or ¶ to adjust the LCD contrast to your liking. #Q-3-4 5. Press ENTER . You may have to wait for about 10 seconds before the next screen appears. Note that the Start-up continues with “Setting up the Organizer” on p.12.[...]

12 After initializing the Organizer and adjusting the LCD contrast, or after restarting with the SET UP option selected for START-UP mode, the following steps occur. 1. The welcome screen appears, introducing you to the Organizer’s features. Press ENTER to continue. #Q-4-1 2. After the User Setup introduction appears, press ENTER to continue. 3. [...]

13 7. You must select your local city before setting the time. If your city is not shown, press SPACE and select USER CITY2, then set up your city later (see “Adding a User-defined city” in the Clock application, Chap.6). 8. Press ENTER when your city is selected. 9. If your country is currently using Daylight Saving (Summer) Time, press Y , ot[...]

14 #Q-6-2 1. TEMPLATES Built-in templates have been created for the Tel and User File applications. There are three telephone files and three user files that can be customized to meet your specific needs. To customize your Tel files highlight TEL TEMPLATE and press ENTER . Use the cursor to highlight the file you would like to customize. Press ˜ t[...]

15 BACKGROUND – User can select the background to be displayed on start-up. ASK PASSWORD – ON: A password is required on start-up if START-UP is also set to ON. OFF: No password is required. 3. MORE CLOCK SETTINGS Allows you to choose the World city to be used in the clock display. Use and to scroll through the cities. Highlight your choice and[...]

16 1. Press . 2. Press NEW . 3. Type in the name, telephone number and address of the person or company you want to store. #Q-8-1 Use to move between fields. Use BS or DEL to correct mistakes. Use to move to a new line in the name and address fields. 4. Press ENTER when finished to store the new entry. Making your first entry (in the T el applicati[...]

17 1. Press , then press NEW . 2. Today’s date has been given automatically. If you want to use a different date, move up to the DATE field and press ˜ . Press or to select the desired month, then use the arrow keys to select the day of the appointment. Press ENTER when done. 3. Move to the TIME field and type in the start and end times for your[...]

18 Appointment times can frequently change. Instead of re-typing a new appointment and deleting the old one, you can change an existing appointment easily. 1. Find the Schedule entry you want to move. 2. Press EDIT . #Q-10-1 3. If the appointment time has changed, enter the new start and/or end times. 4. If the date has changed, move to the DATE fi[...]

19 1. Press then press NEW . 2. Enter a description of the task to be done, then press . 3. Enter the DUE DATE, which is the date by which the task must be completed. #Q-11-1 4. If desired, enter any other information. 5. Press ENTER to store the entry. 6. Press . The To Do index appears, showing you the list of all To Do items. Entering a T o Do i[...]

20 The Calendar provides three different views: Monthly, Weekly and Daily. Each of these views allows you to see information stored using the Schedule , To Do and Ann applications. 1. Press Calendar . If the Monthly view does not open, select it by pressing , selecting VIEWS and then MONTHLY. #Q-12-1 2. Use the cursor to highlight a date, then pres[...]

21 3. Use the cursor to move to a selected day of the week, then press ENTER to switch to the Daily view for that day. #Q-12-3 4. Use ¶ and ˜ to select an entry, then press ENTER to display its full details in the application used to create it. You can also switch views by pressing . You can press NEW to open CALENDAR ACTIVITIES, which allows you[...]

22 1. Find an entry that you wish to change (a change of address in the Tel application is shown here as an example). 2. Press EDIT to go to Edit mode. 3. Move to the field you want to change. 4. Make any desired changes. NOTE: You can clear any field by pressing NEW . You can highlight any text using and the cursor keys, and then delete the text ([...]

23 1. In any application, select an entry that you want to delete in Index mode, or display it in View mode. 2. Press DEL . A confirmation message appears. #Q-15-1 3. Press Y to confirm the deletion. Deleting an entry[...]

24 Deleting multiple entries 1. Switch to the application in which you want to delete multiple entries. 2. Press and select DATA DELETION then press ENTER . 3. Select the group of entries you want to delete and press ENTER . (The menu choices will vary depending on the application.) 4. A confirmation message will appear. Press Y to delete the selec[...]

25 1. Press 2nd . 2. Type in any text stored in the entries you want to find. 3. Press ˜ and select the application to want to search in using and , then press ENTER . The application you were using last will always appear as the default. 4. Press ENTER to begin the search. 5. Press to see additional entries that contain the searched text, then pr[...]

26 The Index modes for Schedule , Tel , User File , Ann , Memo , Outline , and Money Tracking are very similar. 1. Select an application and press to go to Index mode if it is not already displayed. #Q-17-1 2. Use and to scroll through the list until you find the entry you want. Type the first letter of the entry to jump to the closest position in [...]

27 You may want to copy text from one place to another in the Organizer. 1. Display in Edit mode the entry containing the text you want to copy. 2. Move to the start of the text you want to copy. 3. While holding down , use the cursor keys to select the text you want to copy. Selected text is displayed in reverse (white-on-black). 4. Press 2nd to c[...]

28 In addition to working like a standard calculator, the Organizer’s Calculator can work with figures created in another application. 1. In Edit mode, find an entry containing some figures you want to calculate. 2. Use and the cursor keys to select the figures. #Q-19-1 3. Press 2nd to copy the figures. 4. Press • • repeatedly until the Calcu[...]

29 Creating a new Money T racking account Accounts must be set up before new transactions can be entered. 1. Press . 2. Press , select SET UP ACCOUNT and press ENTER . 3. When the ACCOUNT LIST appears, press NEW . 4. Enter the name you want to give the new account, then press . 5. In the TYPE field, press ˜ and select the account type from the pop[...]

30 You can keep track of your account activities by entering transactions. 1. Press . 2. Press , select SET UP ACCOUNT and press ENTER . 3. From the ACCOUNT LIST, select the account for which you want to enter the new transaction, then press ENTER . 4. Press NEW to start entering a new transaction. 5. Today’s date appears in the DATE field as the[...]

31 7. After you enter the AMOUNT, press . The remaining fields are displayed. #Q-21-2 8. Select an optional CATEGORY by pressing ˜ , or type in a new category name. Press . 9. Enter additional information in the SPECIAL field if desired. 10. Press ENTER to store the transaction. Use and to select. Wording used varies according to account type, alt[...]

32 Answers to Commonly Asked Questions Q: My batteries only lasted for two months. Is there something wrong? Will I lose data in memory when I change the batteries? A: There is probably nothing wrong with your Organizer. Battery life will vary from user to user. A number of factors will affect battery life, especially how much the Organizer is used[...]

33 Q: I want to print out my information. What do I need? A: Here are the things you will need: 1. The SHARP CE-IR1 wireless interface for printers. 2. A standard PC printer cable. 3. Any parallel PC printer that emulates one of the following printers: Canon BJ-10e series IBM ProPrinter series Epson FX series, LQ series Hewlett-Packard LaserJet ser[...]

34 switch simply re-starts the Organizer. If none of the above procedures work, you will need to send the Organizer to a service center. Check the back page of this operation manual for the location of your nearest service center and call for more information. Q: What happens if I am working on an entry and the auto power off function shuts off the[...]

35 preparation. Many times you might want to write a memo, letter, proposal, marketing plan, etc., but find it difficult to write an entire document from scratch. The Outline application allows you to capture your thoughts and ideas, then rearrange and categorize them at any time. You can also copy an Outline file and paste it into the Memo applica[...]

36 The OZ-5500 is a full-featured, pocket-size information manager with a large, easy-to-read screen. It provides built- in wireless communications facilities for exchanging data with other compatible Organizers and personal computers. To help you better manage your time and activities, you can record appointments, meetings, or any other informatio[...]

1 37 This manual is designed to help you to fully understand the features and use of your Organizer. The first two chapters provide a general introduction and instructions about set-up and initialization, including an overview of the keyboard, the display, and the operations. Other chapters are organized according to the type of task (for example, [...]

38 Chapter 9. Using the Optional Peripherals Explains how to print using the Organizer and how to transfer data to and from other Organizers (including previous models). Chapter 10. Personalizing Your Organizer Explains how to change the opening display and Calendar display format, and how to use the Secret function as well as the password security[...]

1 39 The following keyboard and symbol conventions are used throughout this manual: ON , ENTER and other similar notations indicate keys on the keyboard that should be pressed to perform operations. Letters and numbers to be entered in examples are shown in italics. For example: lunch indicates that l-u-n-c-h should be typed. Words shown in bold le[...]

40 The Organizer contains sophisticated circuitry and a glass display panel which can be damaged if not handled with care. A few precautions should be taken regarding the Organizer’s care to ensure it gives you many years of reliable and trouble-free use. • Keep the Organizer away from extreme heat. Do not leave it on the dashboard of a car or [...]

1 41 This chapter explains everything you need to know to set up and begin working with your Organizer, from installing the batteries to initialization. The chapter also includes a labeled illustration of the parts of the Organizer, and basic explanation of its key features, from the keyboard to the display and its symbols. CHAPTER 1 Getting Starte[...]

42 • • Part Names and Functions Display Shows information, and is used for navigating the various functions. Numeric keypad Used for operating the calculator and entering numbers in other applications. 15-pin cable jack Connects a data transfer cable for computer links and other interfaces, etc. Application keys Starts appropriate applications.[...]

1 43 Getting the Organizer Up and Running Installing the batteries 1. Set the battery replacement switch on the back of the Organizer to REPLACE BATTERIES (the red dot becomes visible). 2. Slide off the operating batteries cover. 3. Insert the two batteries on top of the ribbon tab, making sure they are positioned correctly according to plus (+) an[...]

44 ☞ The Organizer will not function unless the battery replacement switch is in the NORMAL OPERATION position. Initializing The Organizer must be initialized when it is used for the first time. 1. Press and hold the ON key. 2. While holding down the ON key, push the RESET button on the bottom of the Organizer using a pen or some other pointed ob[...]

1 45 Setting up the Organizer after Initialization The Organizer takes you through the various steps needed to set up the Organizer before use. These steps are described below. We strongly recommend that you complete the entire SET UP procedure before starting to actually use your Organizer. * Welcome messages and instructions * Setting the Owner I[...]

46 3. Enter your telephone number, then press NEXT . The cursor moves to the ADDRESS field. 4. Enter your full address. Press ➞ to move the start of the next line in ADDRESS. 5. Press ENTER when done. A message appears confirming the Owner Information has now been set. Press ENTER to proceed with setting up the Clock as described below (or CANCEL[...]

1 47 If you do not wish to set the User Preferences at this time, select START ORGANIZING and press ENTER . The Calendar application display then appears, and you can begin to use your Organizer. To set one of the User Preferences, move to the appropriate option and press ENTER . T el/User File T emplates The Tel and User File applications each sup[...]

48 1. With File 1 selected, press ˜ . The pop-up template list appears. If you wish to select a different template, select the desired template from the list and press ENTER . 2. Press NEXT . 3. Repeat the above steps for File 2 and File 3 if necessary. 4. Press ENTER when done. Setting the Start-up Display You can control the way Organizer behave[...]

1 49 Setting the Password and Locking the Organizer The Organizer provides two levels of security. The first is the password required when the Organizer is turned on whenever the ASK PASSWORD option is set. The second is the Lock Organizer function, which hides any data entries that have been previously marked as Secret. Once the Organizer is locke[...]

50 2. Select any application you wish to use by pressing the corresponding key. T urning the Organizer on and off Press ON to turn the power on and OFF to turn the power off. The Organizer will not operate if the battery replacement switch is in the REPLACE BATTERIES position. Auto power off To conserve battery power, the Organizer will turn itself[...]

1 51 2. Select SET START-UP DISPLAY, then press ENTER . The SET START-UP DISPLAY window opens. 3. In the START-UP field, select OFF, then press ENTER . If you make a mistake, press CANCEL and start again. 4. Press ENTER . The initial display is now disabled. ➛ For more information about configuring the start-up display, see p.183. T urning the ke[...]

52 Menu operations Another powerful aspect of using the Organizer is its menu system, which can be used to quickly issue commands and perform operations. Two universal menus, PREFERENCES and TOOLS, are available from all applications. In addition, all applications have a menu for functions and commands that are specific to each application. Pressin[...]

1 53 Functions in blue above a key, such as HELP, can be accessed by pressing the particular key after pressing 2nd . There is no need to hold down 2nd while you press the desired key. ➛ Special symbols and characters, such as “&”, “?” and “ / ” , can also be entered by using SMBL . For a full explanation, see p.167. Display symbo[...]

54 How to use built-in Help If you press 2nd HELP from any application screen (excluding Clock ), the HELP INDEX appears: #1-9 Display To get Help, press the number corresponding to the menu option describing the kind of Help you want. Pressing CANCEL takes you back to the display you were in previously. After selecting a number, the first page of [...]

55 2 CHAPTER 2 General Operation his chapter introduces most of the Organizer’s basic operations. The Tel application will be used for the examples. However, most of the techniques described here can be applied to all of the Organizer’s applications. Each application is described in detail later on in the manual. ➛ For a full explanation of t[...]

56 Selecting the Display Modes Once an application is open, you can switch between three basic display modes: Index, View and Edit. Each display mode has its own unique appearance and particular purpose. Index mode is normally the default view when an application is opened, and provides a summary of the individual entries that have been created. Pr[...]

57 2 View mode View mode allows you to see the full details of an entry, without being able to edit or change it. #2-2-2 Other operations: NEW Creates a new entry for the current application (in Edit mode). EDIT Edits the currently displayed entry. DEL Deletes the currently selected entry. PREV Displays any previous/subsequent entries not NEXT show[...]

58 Cr eating a New Entry In Index or View mode, pressing NEW opens a blank form for creating a new entry. Make the following new Tel entry: Name John Smith Tel. 201-529-8200 Fax. 201-529-9695 Address 123 Main Street, Mahwah, NJ 07430 1. Press TEL to open the application. The application opens in Index mode. 2. Press NEW on the keyboard. A blank for[...]

59 2 Editing an Existing Entry To edit an entry already stored in memory, you must first access the entry in Edit mode (in which it was originally created). 1. Press TEL to open the application. 2. Select the desired entry in Index mode. 3. Press EDIT to open the entry in Edit mode. 4. Make any necessary changes. 5. Press ENTER to store the changes[...]

60 When the pop-up symbol ˜ appears by a field while editing an entry, this indicates that a pop-up menu is available for the field. The pop-up menu contains a list of values available for the field, and is used by pressing ˜ and selecting the desired value from the pop-up list. Note that the pop-up symbol only appears next to a field in Edit mod[...]

61 2 and pressing the ● key. In addition, a large number of special symbols are available by pressing SMBL (see p.167). Moving around the display You can move the cursor around the display with the cursor keys § , ' , ˜ , and ¶ . In addition, you can hold any cursor key down for continuous rapid movement. The following convenient keyboard[...]

62 2. You can now perform a number of operations on the selected text: BS or DEL Deletes the selected text. 2nd COPY Copies the selected text to the clipboard so that it can later be pasted to another location. 2nd CUT Deletes the selected text from its current location and moves it to the clipboard. 2nd PASTE Replaces the selected text with whatev[...]

63 2 Finding Specific Entries in Y our Organizer There are a number of ways that you can locate entries and information in your Organizer. One is to scroll between entries using the NEXT and PREV keys. Others are as follows. Using Index mode Index mode gives you a listing of all the entries in a particular application. Index mode gives you a listin[...]

64 3. Press ˜ , select TELEPHONE and press ENTER to close the pop-up list and then again to begin the search operation. If you are not sure about which application to search, select ALL to search all applications. #2-5-3 Display The Organizer will now display the first entry that contains the text or “keyword” that you entered. #2-5-4 Display [...]

65 2 4. In the Daily view, highlight an entry and press ENTER to display the details of the entry. ➛ For more information about using the Calendar application, see p.69. You can open the Calendar menu by pressing MENU to select the desired Calendar view. Deleting Entries Entries in the Organizer can be deleted using either the DEL key or the appl[...]

66 The submenu appears. #2-6-1 Display 5. Select SELECTED ENTRY, then press ENTER . A warning message appears asking if you are sure you want to delete the entry. 6. Press Y (or N to cancel the deletion). Checking the T ime and Date 1. To check the current date and time, press CLOCK . #2-7-1 Display 2. Press any other application key to close the C[...]

67 2 Checking the Memory The Organizer has a certain memory capacity in which operations are carried out and data that has been entered, such as phone numbers and memos, are stored. When the amount of data already stored approaches the Organizer’s maximum memory capacity, you may not be able to store an entry or the data being processed may be lo[...]

68 The T OOLS Menu - the Organizer’ s Basic Utilities Many of the Organizer’s basic utilities are accessed through the TOOLS menu. The menu is also used to set up and configure certain features, such as the display contrast and the WORD key. An illustration and summary of the TOOLS menu (including page references where full explanations can be [...]

69 3 he Organizer’s Calendar , Schedule , To Do , and Ann (Anniversary) applications let you structure and manage your time easily, whether scheduling appointments or giving reminders about important people and events. The explanations and examples in this chapter will give you the information you need to make all of the time management features [...]

70 You can also use the menu to select a particular Calendar view directly, regardless of which view you are already using. 1. Press MENU to open the application menu. 2. Select VIEWS and press ENTER . 3. Select VIEWS and select the desired view in the sub menu and press ENTER . ☞ You can change Calendar application’s initial display. Select SE[...]

71 3 ☞ If you re-select HIDE MONTHLY VIEWS from the application menu, the 2nd-month calendar will reappear. #3-1-2 Display You can use PREV or NEXT to move forward or backwards by one month at a time. The Weekly view The Weekly view shows the schedule over a one-week period. To open the Weekly view, highlight a date in the Monthly view and press [...]

72 Finding entries using the Calendar views Individual entries in the Schedule , To Do , and Ann applications can be recalled from the Calendar ’s Daily view. In the Calendar application: 1. Go to the Daily view. #3-1-5 Display 2. Select the entry you wish to see in full. 3. Press ENTER . The selected entry is displayed in detail. ☞ An overdue [...]

73 3 To create a new Calendar entry: 1. From any Calendar view, press NEW , or select CREATE ACTIVITIES from the application menu. The CALENDAR ACTIVITIES window appears. #3-1-7 Display 2. Type in a description of the event to be entered, then press ENTER . ☞ If you made another entry this way previously, the description text for that entry appea[...]

74 The Schedule Application The Schedule application allows you to enter appointments, times and dates for meetings, parties and events, and also to set an alarm to sound prior to or at the time of a scheduled entry. This makes it easy to organize your entire day and manage your appointments. Schedule entries are indicated on the Calendar ’s Mont[...]

75 3 Finding Schedule entries There are three convenient ways to find particular schedule entries, depending on the situation you are in. These are: Index mode, Calendar view and searching using keywords. Using Index mode 1 . Go to Index mode by pressing CANCEL (if it is not already displayed). The entries you have made are listed in chronological [...]

76 4. Make the desired changes. 5. Press ENTER . The new edited entry is now stored. You can also use cut and paste to move appointments. Deleting entries You can delete single entries or groups of entries. ➛ For a full explanation of deleting Filtered entries, see p.166. Deleting single entries 1. In the Schedule application, select the entry yo[...]

77 3 1. In Index or View mode of the Schedule application, press MENU , and select GO TO A SPECIFIC DATE, then press ENTER . A date entry window appears. #3-2-4 Display 2. Enter the date you want to go to. 3. Press ENTER . The first entry on that day is selected in Index mode, or displayed in View mode. If you would like to make a new entry, press [...]

78 such as a business trip or vacation. Six different types of repeating events include: Daily Repeats on the following one or more days for events that span consecutive days. Work day The same as Daily repeat, but excludes weekends. Weekly Repeats the same day each week for regular weekly events. Bi-weekly Repeats every other week. Monthly by day [...]

79 3 Your five-day vacation is now stored. You can confirm that your vacation has been entered by checking the Calendar monthly view. #3-2-7 Display ☞ • To repeat an entry that has already been stored, select it in Index mode, then proceed from step 6 above. • Events like the second and fourth Thursday of each month can be generated by making[...]

80 ➛ You can also set alarms separately from Schedule entries. See p.178. Clearing a set alarm To clear an alarm that has been set for a Schedule entry, display the entry in Edit mode, then press 2nd ALARM . ➛ You can disable all set alarms simultaneously. See p.179. The Schedule application menu #3-2-8 Display The T o Do Application The To Do [...]

81 3 • Entries for which only a month and year (no day) have been entered are considered to be Monthly Goals and are displayed in a special box for monthly goals which appears in the Calendar ’s Monthly view. This system provides the flexibility for an entry to be displayed according to the type of task. For example, you could enter a daily tas[...]

82 Enter the following information: Description Sales report Due Date Mar 10, 1996 In the To Do application: 1. Press NEW . 2. Type Sales report . 3. Move to the DUE DATE field. Enter the due date in the order of month, day, year. Type 03101996 , or press ˜ , use PREV and NEXT to display March 1996, then use ¶ ˜ § ' and to move to the 10th[...]

83 3 Index mode in the To Do application can show entries based either on their priority level or their due date. In the default setting, entries with an assigned priority are displayed first (in the order of number, then letter), followed by entries with no assigned priority. Select INDEX BY from the application menu, then DATE from the submenu to[...]

84 If you still do not see the desired entry, press NEXT to display the following matching entries. 4. Press ENTER when you find the entry you want. ☞ The Search function does not distinguish between upper- and lower-case letters. Editing entries 1. Select the entry you want to change in Index mode. 2. Press EDIT . The selected entry opens in Edi[...]

85 3 again. However, if you do this, the entry will be stored without a due date. Checking off entries in the To Do application 1. Select the entry in Index mode. Check box #3-3-7 Display 2. Press ✓ . The entry is checked off and the box is marked with ✓ . The DUE DATE field name changes to DONE DATE and today’s date appears in it. 3. Press E[...]

86 1. Press NEW . 2. Enter the description and due date. Type Call Frank re: ➞ Alpha Project ˜ 03151996 . 3. Move to the CATEGORY 1 field. 4. Enter the category. Type Phone Call . 5. Move to CATEGORY 2. Type Alpha Pro . #3-3-8 Display 6. Press ENTER . The entry is stored and, at the same time, the two categories you entered are stored in the cat[...]

87 3 ☞ You cannot use the same category more than once in the same entry. Updating the Category list Since the number of categories and the Organizer’s memory are both limited, you may wish to delete unused categories. Also, you may wish to define a number of new categories without creating a new To Do entry, or even edit the names of existing [...]

88 entries that have been checked off as completed. 1. Press MENU , select VIEWS and press ENTER . 2. Select the type of entries you want to delete (DONE, TO BE DONE, or MONTHLY GOALS), then press ENTER . 3. Press MENU , select DATA DELETION then press ENTER . 4. Select ALL IN CURRENT VIEW then press ENTER . A warning message will appear asking if [...]

89 3 4. Press ENTER . Only To Do entries in the selected Category are displayed. 5. Press MENU , select DATA DELETION and press ENTER . 6. From the submenu, select ALL IN CURRENT VIEW and press ENTER . A confirmation message appears. 7. Press Y (or N to cancel the deletion). Deleting all To Do entries You can delete all of the To Do entries in all [...]

90 The Ann (Anniversary) Application The Ann (Anniversary) application makes it easy for you to keep track of annual events, such as wedding anniversaries and birthdays of friends, relatives and business associates. Once entered, the dates of annual events are displayed on the Calendar highlighted white-on-black, giving you plenty of warning to pre[...]

91 3 In the Ann application: 1. Press MENU , select VIEWS and press ENTER . 2. Select ANN 2 BY DAY then press ENTER . 3. Press NEW . Edit mode opens. #3-4-3 Display 4. In the MONTH field, press ˜ and select the month from the pop-up list (choose “MAY”). Press ENTER followed by NEXT . 5. In the WEEK field, press ˜ and select the week of the mo[...]

92 2. Type in any word that you think appears in the DESCRIPTION field of the anniversary entry you are looking for. 3. Press ENTER . If you still do not see the desired entry, press NEXT to display the following matching entries. 4. Press ENTER when you have selected the desired entry. ☞ This function does not distinguish between upper- and lowe[...]

93 3 The Ann application menu #3-4-4 Display Selects ANN 1 file or ANN 2 file (see p.91). Selects the specific entries for deletion (see p.92).[...]

94[...]

95 4 his chapter describes using the Tel (Telephone) and User File applications. These two applications are actually identical in the way that they function, except that they have different default file and field names designed to handle different types of information. The flexibility of these applications allows you to manage a wide range of infor[...]

96 The three User File directories are set up automatically as follows: USER FILE 1 Restaurant guide template comprising seven text fields: Cuisine, Name, Number, Address, Prices, Attire and Remarks. USER FILE 2 Home Inventory template comprising ten text fields: Item name, Location, Description, Manufacturer, Serial #, Place purchased, Date purcha[...]

97 4 as the index (using the INDEX BY command in the CONFIGURE menu). There are two basic ways to find and display an entry. Using Index mode 1. Go to Index mode. 2. Select the file you believe the entry is in. 3. Press the key for the first letter of the field selected as the index (using the INDEX BY command in the CONFIGURE menu). (The first ent[...]

98 Deleting file entries Deleting single entries 1. Select the entry you want to delete in Index mode, or display it in View mode. 2. Press MENU , highlight DATA DELETION then press ENTER . 3. Highlight SELECTED ENTRY then press ENTER . A warning message will appear asking if you are sure you want to delete the entry. 4. Press Y (or N to cancel the[...]

99 4 Customizing the T el and User File Applications You can customize the Tel and User File applications in the following five ways: File names: You can give each file a name of up to 10 characters of your choice. Fields: You can change the field names (up to 12 characters per field), and the number of fields that each entry can have (up to 16). I[...]

100 6. Press ENTER to store the new name. (Or CANCEL to cancel any changes and leave the original file name.) Configuring fields If you do not want to change the number of entry fields, skip steps 1-6 below. 1. Press TEL or USER FILE to open the application that you want to set up the fields in. 2. Press MENU , select one of the three CONFIGURE men[...]

101 4 10. Press ENTER when you have finished. (Or CANCEL to cancel the changes and leave the fields as they were.) Customizing the Index display You can set up a different Index format for each of the three files in the Tel and User File applications, designating up to three fields you want displayed in Index mode and the number of characters for e[...]

102 sorted alphabetically first by COMPANY, then by NAME (as opposed to the default, which is by COMPANY only, so that for each company, the names are displayed in the order in which they were created). 1. Press TEL repeatedly until the CONTACTS file (file 2) is displayed. 2. Press MENU and select CONFIGURE TEL FILE 2, then press ENTER . 3. In the [...]

103 5 his chapter explains the features of the Memo application, the Organizer’s basic word processing utility, and the Outline application, a powerful application for structuring your thoughts, ideas, and written work. When used together, eg. first outlining a document using Outline and then developing it using Memo , these two applications prov[...]

104 5. Type in the title Letter to Frank . 6. Press ENTER . The entry is then stored and displayed in View mode. Finding entries Memo entries can be sorted for display in two ways: alphabetically according to their title, and by date of entry. You can choose whether to display the entries in date order or alphabetical order to make finding the desi[...]

105 5 The MEMO index view is redisplayed, with the contents sorted according to the selected method. 4. Select the desired entry, then press ENTER to see it in detail. The full entry is displayed. If an entry is too long to fit on the screen at one time, you can press ¶ or ˜ to scroll the display. ☞ When Index mode entries are sorted according [...]

106 The DATA DELETION submenu appears. 3. Select SELECTED ENTRY then press ENTER . A confirmation message appears asking if you are sure you want to delete the entry. 4. Press Y to delete the selected entry (or N to cancel the deletion). You can also delete single entries by selecting the entry in Index mode and pressing DEL . Deleting all entries [...]

107 5 T urning word wrap on and off Word wrap automatically moves text which will not fit onto the end of a line to a new line, preventing words from being split when you type. This allows you to type text without having to worry about when to insert a carriage return to move to the next line. The default setting for the Organizer’s word wrap fun[...]

108 topic can contain up to 2,048 characters. To enter the outline shown above: 1. Press OUTLINE to start the application. 2. Press NEW . A title window appears. #5-2-2 Display 3. Type in the title you want to give to your outline. 4. Press ENTER . The View mode opens with the title as the first topic in the new outline. A flashing diamond prompts [...]

109 5 2. Type in any words you remember in the entry you are looking for. 3. Press ENTER . If you still do not see the desired entry, press NEXT to display the subsequent matching entries. 4. Press ENTER when you find the entry you want. ☞ The Search function does not distinguish between upper- and lower-case letters. Displaying full topics In th[...]

110 To return to the one-line view, repeat the above procedure. The ✓ disappears from the menu. To see contents that are off the display, use the cursor keys. You can also press ¶ or ˜ to move to the first or last topic. ☞ Changing the view mode in an outline does not affect the view mode setting of other outlines you have already created. Ho[...]

111 5 3. Move to the desired location using ¶ and ˜ . 4. Type in the new topic. 5. Press ENTER . Press CANCEL at any time before pressing ENTER to cancel the insertion. Moving topics Even after you have stored a topic, you can change its location easily. 1. Select the topic you want to move. 2. Press 2nd W . The entire topic is momentarily highli[...]

112 Splitting one topic into two A single topic can be easily divided (split) into two. 1. Select the topic you want to split. 2. Press MENU to display the application menu, select JOIN/SPLIT TOPICS then press ENTER . A submenu appears. 3. Select SPLIT 1 TOPIC INTO 2 then press ENTER . The selected topic is displayed with the cursor positioned on t[...]

113 5 2. Press MENU , select DATA DELETION then press ENTER . A submenu appears. 3. Select SELECTED OUTLINE then press ENTER . A confirmation message appears asking if you are sure you want to delete the outline. 4. Press Y (or N to cancel the deletion). You can also delete an outline by pressing DEL in Index mode. Deleting all outlines 1. In Index[...]

114 parent topic using the MOVE command within the application menu. Entering subtopics To create the example shown above: 1. Press OUTLINE to start the application. 2. Press NEW and type in a title for the outline, then press ENTER . 3. Type in the first topic, then press ENTER . 4. Press ' to make the second topic a child (subtopic) of “No[...]

115 5 EXP/COL from the application menu. All subtopics belonging to that topic will be hidden from view. Expanding families All subtopics that have been collapsed in a family or in the entire outline can be expanded. 1. Display the collapsed outline in View mode. 2. Select the particular topic you want to expand, or the title if you want to expand [...]

116 Instead, move the selected topic to another location and then promote it. If you divide a topic that has subtopics (children), the second half of the divided topic will become the parent of these subtopics. The two parts of the original topic remain on the same level. You should not attempt to join a topic with a collapsed topic above it. If yo[...]

117 6 he Organizer’s desk accessories are a set of valuable utilities for everyday use. The Calc (Calculator) can perform calculations on figures entered either using the number keys or copied over from other applications. The Clock can simultaneously display the day, date, and time in any two cities of your choice. This chapter provides all the [...]

118 2. Perform the calculation using the numeric and mathematical symbol keys on the keyboard, just as you would with a regular electronic calculator. To quit the Calc application, simply change to any other application by pressing the corresponding key. ☞ • To clear an entered value, press C z CE once. To clear an entire calculator operation, [...]

119 6 The symbol © in the paper-roll on the left of the display marks the starting entry. The value shown in the keypad window is either the value you have just entered or final result of the calculation, as indicated by ENTRY or ANSWER, respectively. 3. Press = to get the result. Checking intermediate results 1. Press PREV or NEXT until you reach[...]

120 Deleting a line 1. Move to the line you want to delete using PREV . 2. Press DEL . The selected line is removed from the display. 3. Press ENTER to get the new total. Calculating dates As well as performing standard arithmetic calculations, the Calc application lets you determine the period of time (in days) between two specific dates, and also[...]

121 6 2. Press CANCEL to clear the starting date field and enter the desired starting date. Prefix a single-digit month or date with a “0”. 3. Press + to enter a number of days in the future, or – for a number of days prior to today. #6-1-5 Display 4. Enter the number of days to base your calculation on. 5. Press = . The calculated date is di[...]

122 #6-1-7 Display When E appears When any of the following situations occur, the error indicator E is displayed and calculations are suspended. Press C z CE to clear the error. • The integer part of the calculation result is within the range of 11 to 20 digits (a rough calculation is obtained). Example: 4567890123 X 456 = 208.2957896 is displaye[...]

123 6 ☞ Note that you must move out of a field in which you have just entered a value before the calculation can be performed. Re-calculating using different values Once you have made a Markup/Margin calculation, you can recalculate using new values without having to start from the beginning. 1. Move to whichever field(s) whose values you want to[...]

124 Calculation examples Calculation Example Operation Display (answer) Arithmetic 12 x 3 + 5 = 12 X 3 + 5 = 41. (–24) ÷ 4 – 2 = 24 + /– 4 – 2 = –8. Constant 34 + 57 = 34 + 57 = The addend becomes a constant. 91. 45 + 57 = 45 = 102. (Subtraction and division are performed in the same manner.) 68 x 25 = 68 X 25 = The multiplicand becomes [...]

125 6 Calculation Example Operation Display (answer) Memory Summation Clears the memory before performing any calculations. R z CM R z CM 25 x 5 = 25 X 5 M + 125. M –) 84 ÷ 3 = 84 3 M – 28. M +) 68 + 17 = 68 + 17 M + 85. M (Total) = R z CM 182. M Temporary memory R z CM R z CM (14 – 3 x 2) x 14 M + 3 X 2 M – 6. M (52 – 35) = 52 – 35 X [...]

126 Changing the Local city The Local city is the city selected to provide the local time. When you first use your Organizer, the default Local city is set as New York. To change this setting: 1. Press MENU to open the Clock menu. 2. Select SET CLOCK then press ENTER . 3. Select CHANGE LOCAL CITY then press ENTER . A list of cities appears. The cur[...]

127 6 This advances the Local time by one hour. A symbol appears beside the city to indicate that daylight saving time has been set. 7. Press ENTER . The Clock window appears briefly, showing the new Local city. The time is automatically adjusted. ☞ • If you have defined a User city and want to select it as the Local city, press SPACE to access[...]

128 You can set any date from January 1st, 1901 to December 31st, 2099. 7. Press ENTER (or CANCEL to cancel the changes). The time and date are now stored. ☞ • You can access CHANGE LOCAL CITY from this display by pressing 2nd W . Because the Organizer automatically adjusts the time after the Local city is changed, you should select the Local c[...]

129 6 5. Select the desired city. 6. If Daylight Saving Time (DST) is observed by the selected city, press ➞ to indicate this. A symbol appears beside the city, indicating that DST has been set. 7. Press ENTER . The city is selected as the World city and the window closes. The Clock window briefly appears, indicating the time in the selected Worl[...]

130 The city you entered is then stored as a User city, and is listed on the first page on both the Local and World city lists. ➛ To select the User city you have just entered as the Local or World city, see p.126 or p.128, respectively. Daylight Saving Time (DST) Assigning DST to a city Designating Daylight Saving Time (DST) for a city automatic[...]

131 6 1. Press MENU to open the Clock menu and select SET DAILY ALARMS, then press ENTER . The SET DAILY ALARMS window opens. You can set up to five alarms. #6-2-7 Display 2. Enter the time for the desired alarm, followed by AM or PM for AM or PM. 3. Press ➞ to set the alarm. 4. Move to the next field and set any other alarms you want using the s[...]

132 The Clock application menu #6-2-9 Display Sets the built-in clock. Sets and controls up to five alarms to sound daily (see p.130). Turns all DST settings on or off.[...]

133 7 he OZ-5500 Organizer’s Money Tracking application provides you with a sophisticated and easy-to-use tool for managing your personal and business finances. It offers comprehensive facilities for recording cash, bank and credit card transactions. It also helps you reconcile account balances. It can even automatically create a corresponding tr[...]

134 made or received for a given account, conveniently and reliably. You may view each account and related transactions by pressing the MONEY TRACKING key. To display the next account in alphabetical order, simply press the MONEY TRACKING key again. To view the details of a transaction simply select the transaction using ¶ and ˜ and press ENTER .[...]

135 7 • Memory is full – What can I do Removing reconciled transactions from memory will free up memory space. Make sure you back up these transactions for future reference either by printing or saving to your computer with the optional Link software. • Sharing information with my desktop money management software The optional Link software w[...]

136 5. Press ˜ , select the desired account TYPE from the list, press ENTER to close the list and then press NEXT . #7-1-2 ☞ The account type describes the purpose of the account and determines the exact terms used to describe debit and credit transactions. [eg. Credit Card=Charge/Payment, Bank=Payment/Deposit, Cash=Spend/Receive). The account t[...]

137 7 The Account List is displayed, showing the summary of the new account just created and the new total balance. #7-1-4 Viewing account information A summary of existing accounts may be viewed at any time after they have been set up. 1. Press MENU . 2. Select SET UP ACCOUNT and press ENTER . The ACCOUNT LIST is displayed, showing name, type and [...]

138 The ACCOUNT LIST is displayed. 2. Select the desired account from the list, then press ENTER . ☞ You may also select the desired account by skipping steps 1 & 2 and instead pressing MONEY TRACKING (or 2nd MONEY TRACKING ) until the account is displayed. The Index view for the selected account appears. 3. Press NEW to enter a new transacti[...]

139 7 current transaction is being assigned. For example, if the account type is CASH, a debit is SPEND and a credit is RECEIVE. 8. Enter the transaction amount and press NEXT . The cursor moves to the CATEGORY field. 9. Enter the optional CATEGORY for the transaction by pressing ˜ and selecting the desired category from the pop-up menu. #7-1-6 ?[...]

140 SPECIAL field to remind you of the purpose or some other relevant data about this transaction. ☞ Note that any text you provide in the MEMO and SPECIAL fields can be used by the Filter function to selectively access particular transactions. 14. Press ENTER to store the transaction details, or CANCEL to discard the changes. A message confirmin[...]

141 7 Displaying transactions in detail: View mode Account Index mode described above provides single-line summaries of all the transactions in a given account. You can then easily select any transaction in the displayed list to view its full details in View mode. Note that for each transaction, although the REF./NUMBER field holds up to six charac[...]

142 ☞ When editing text fields or the amount, you can use NEW to clear the field before typing in new text. 3. Press ENTER to store the edited transaction entry, or CANCEL to discard the changes. When ENTER is pressed, a message indicating the entry has been successfully stored briefly appears. The transaction is then displayed in View mode. List[...]

143 7 the statement with your records, the transaction becomes RECONCILED. The OZ-5500 can handle these steps for you. When you create a transaction, the default is NOT CLEARED. When you receive your statement from the bank, you may perform the account balancing procedure on the OZ-5500. The first step is to verify that the transactions listed on t[...]

144 If a Category used for the Filter selection criteria occurs as one of the Split components of a transaction amount, the entire transaction amount will be added to the Filtered Balance, not just the split amount corresponding to the selected Category. #7-1-10 A date range may be used to make the Filter selection more specific. The FROM date is t[...]

145 7 not be displayed (ie. those not meeting the selection criteria). 5. Use ˜ and ¶ to display those fields which cannot be displayed at one time. Use PREV and NEXT to display full details of previous and subsequent transactions that also meet the Filter’s selection criteria. Canceling an active Filter While a filter is in effect, the word FI[...]

146 The message “Working...” appears for more than 10 seconds. 3. To see the newly-added Categories, press MENU , select CATEGORIES then press ENTER . 4. Select NEW/EDIT CATEGORIES and press ENTER . The NEW/EDIT CATEGORIES window appears. 5. Press ˜ to display the Category list. Use NEXT and the arrow keys to scroll down the list. You can also[...]

147 7 2. Press ˜ , select the desired category from the pop- up menu list, then press ENTER . The selected category is displayed in the CATEGORIES box. 3. Press EDIT . The EDIT CATEGORY window appears, with the selected category name. 4. Make any necessary changes to the name, then press ENTER . The NEW/EDIT CATEGORIES window reappears, containing[...]

148 #7-1-13 The UNASSIGNED field shows the value within the total amount that has not yet been assigned to a split transaction. The value of UNASSIGNED is 100.00, ie. the total amount appearing in the AMOUNT field. 5. In the first AMOUNT field, enter the amount of the first category to be entered. In this example, we’ll enter the clothing first, [...]

149 7 11. Press ENTER to store the SPLIT transaction details and proceed with completing the rest of the transaction. #7-1-18 ☞ • If the total amount given in the AMOUNT field of the Money Tracking transaction is not equal to the sum of the split amounts (ie. some split amount details have not been entered), the outstanding amount will be added[...]

150 Whenever a new account is created in the Money Tracking application, a special category is automatically created specifically for account transfers. Such categories are indicated by square brackets, ie. if you define an account called CHECKING, a category [CHECKING] is created automatically. A transaction can be created automatically when the d[...]

151 7 7. Press Y to confirm the transaction should be created (or N to skip). The messages “Working...” followed by “Stored!” appear briefly. The transaction is then displayed in View mode. #7-1-20 ☞ Note that the ACCOUNT NAME, TYPE, DATE, PAYEE, AMOUNT, CATEGORY and MEMO fields are assigned for the destination transaction. In addition, i[...]

152 Account balancing & r econciliation The automatic account balancing and reconciliation functions are one of the Money Tracking application’s most powerful and useful facilities. It works by comparing the difference between an account’s (usually a checking account) starting and ending balances with the sum of the transactions (eg. checks[...]

153 7 You can also use the keyboard shortcut 2nd Y to initiate ACCOUNT BALANCING. The STATEMENT BALANCES window appears. The START BAL field is the OPENING BAL of the account (as shown in the ACCOUNT LIST) plus the sum of all transactions marked as RECONCILED. Note that this field is calculated automatically, and cannot be modified by the user. 2. [...]

154 ACCOUNT BALANCING command is faded out, indicating it cannot be selected. 2. Select POSTPONE BALANCING and press ENTER . You can also use the keyboard shortcut 2nd Y to initiate POSTPONE BALANCING. ☞ If you Postpone balancing after already marking some transactions as Cleared, their Cleared status will be preserved when you reinitiate account[...]

155 7 Handling unbalanced accounts When the sum of the cleared transactions does not equal the difference between the START BAL and the END BAL amounts, this means that the account is out of balance and the account’s transactions have not been correctly reconciled. The Organizer indicates this has occurred, but it is up to the user to locate and [...]

156 Removing transactions after account balancing Since the Organizer contains limited memory capacity, it is important to delete unwanted or out-of-date data from the Money Tracking application just as for other applications. However, one important advantage to having RECONCILED transactions is that they are probably no longer required, since they[...]

157 7 Transaction view When the Organizer is in its Unlocked state, any transactions that have been marked as Secret are marked with an asterisk in the top left corner of the display. When the Organizer is Locked, Secret transactions are hidden from view and therefore cannot be accessed at all. Account list When the Organizer is Locked, all account[...]

158 2. Press MENU , select DATA DELETION and press ENTER . The Data Deletion submenu opens. 3. Highlight SELECTED ENTRY and press ENTER . A confirmation message appears, asking if you are certain you want to delete the selected entry. 4. Press Y to delete (or N to cancel the deletion). If Y was pressed, the entry is deleted. The message “Deleted![...]

159 7 The DATA DELETION submenu is displayed. 2. Select ALL TRANSACTIONS and press ENTER . A confirmation message appears to ask if you are certain you wish to delete all the transactions. 3. Press Y to confirm or N to cancel the operation. If Y was pressed, the message “Deleted!” appears briefly and all transactions are deleted. Deleting all c[...]

160 Lists existing accounts and allows accounts to be added or updated. Allows Categories to be added, edited, selected and deleted, and preset categories to be reloaded. Commences account balancing by allowing transactions to be marked as Cleared. Determines whether account is in balance and if so, marks cleared transactions as Reconciled. Cancels[...]

161 8 n addition to its basic functions, the Organizer also provides an wide range of utilities and features to give you even greater control over your information. This chapter introduces and describes these features, which include text cutting, copying, and pasting, filtering of selected entries, and many more. Most people will not need to use al[...]

162 5. Press ENTER if you want to store the original entry with any changes you have made (including moving or copying the selected text), or press CANCEL to discard all the changes you have made to the original entry. Note that even if you press CANCEL , the text you selected will remain in the clipboard for you to use. 6. Move the cursor to the l[...]

163 8 ☞ • In the Outline application’s Edit mode, to copy or move an entire outline, you must begin by selecting its title. • If you select a topic in the outline, only the selected topic and its subtopics will be copied. The T ime Stamp and Date Stamp Functions The time and date stamp functions can be used to insert or stamp the current ti[...]

164 The W ord Key You may sometimes find yourself having to enter the same word over and over again in letters or lists, for example or you may have several memos or letters you have to write that are all on the same topic. Using the WORD key, you can easily insert words, names, numbers, and phrases (up to 32 characters long) in an entry with just [...]

165 8 3. Select the particular word you want to insert. Press PREV or NEXT to display more words if necessary. 4. Press ENTER . The word is inserted at the cursor position. Editing a word or phrase You can edit a word or phrase using a similar procedure to adding a word or phrase (see above), but instead of pressing NEW to open the NEW WORD window,[...]

166 In the Schedule , Money Tracking and Memo applications, a window opens for the user the enter a date range and/or description as the selection criteria, as shown below: #8-5-2 Display 4. Press 2nd – to check the SECRET ONLY box and extract secret entries only (see p.186). (This box will not be displayed if the Organizer is locked.) You can ex[...]

167 8 In the Schedule , Money Tracking , Memo , Tel , or User File applications: 1. Turn on the Filter using keywords to collect the entries you want to delete. 2. Press MENU to display the application menu, select DATA DELETION then press ENTER . A submenu appears. 3. Select ALL FILTERED ENTRIES then press ENTER . A message appears asking you to c[...]

168 ☞ • When you next open the Symbol menu, the character you selected will be selected again as the default. • When printing an entry containing symbols, certain symbols and characters may not be printed if they are not supported by your printer. Consult your printer manual for detailed information on character support. • You can use the f[...]

169 9 The Peripherals Menu #9-1-1 Display our Organizer is a powerful pocket- size computer with built-in functions that make it possible to accomplish a broad range of tasks, including printing. It has the flexibility to connect to other Organizers and transfer data to desktop computers using data transfer facilities, which are accessed through th[...]

170 Printing fr om the Organizer The Organizer offers a wide range of printing options, ranging from the current contents of the display to individual entries to all the entries within an application. The actual printing options available depend on which particular application you are using. Entries and information can be printed on any standard pa[...]

171 9 3. Select your printer type or one that your printer emulates (refer to your printer’s manual regarding the emulation modes it supports). ☞ If your printer does not support any of the printer models listed, select [MORE EMULATIONS] and OTHER (US CHARACTERS) to print U.S. character codes or OTHER (INTERNATIONAL) to print other character co[...]

172 In the To Do application: 1. Press MENU , select VIEWS then press ENTER . 2. Select TO BE DONE ITEMS, DONE ITEMS, MONTHLY GOALS, or BY CATEGORY for a category containing the entries you want to print then press ENTER . 3. Press MENU four times to display the PERIPHERALS menu, select PRINT, then press ENTER . 4. Select ALL IN CURRENT VIEW, then [...]

173 9 T ransferring Data There are several ways to transfer information – whether specific entries or entire files – between the Organizer and other information processing devices, including personal computers and other SHARP Organizers. In this way, you can back up your information to guard against losing it, or copy information so that you or[...]

174 • No peripheral devices are required to transfer data via the infrared port. However, infrared transfers are easily affected by ambient conditions which may interfere with this type of transfer. Connecting the two units directly using the optional CE-315L cable will ensure a more reliable transfer. See p.176. Initial set-up There is no specia[...]

175 9 ☞ • During transfers, do not leave the cover more than three-quarters open or it will interrupt the infrared transfer. • When transferring entire applications or files, or entries marked as secret, both Organizers must be unlocked (see p.187). • Avoid direct sunlight. • Keep the infrared port clean with a soft, dry cloth. Dust on th[...]

176 4. Select GET DATA (APPEND), and press ENTER . 5. On the sending Organizer, press MENU four times to open the PERIPHERALS menu. Select UNIT TO UNIT TRANSFER, and press ENTER . A submenu opens. 6. Select SEND ALL IN THIS MODE, or SEND ALL IN THIS FILE in the Tel and User File applications. All entries in the application or in the selected file a[...]

177 9 2. Open the cover of the 15-pin cable jack on each Organizer. 3. Plug each end of the cable into the cable jack on each Organizer. ☞ To conserve battery power, disconnect the cable as soon as a transfer is completed. Transferring data 1. Turn on both Organizers. 2. On the OZ-5500 Organizer, open the application in which you want to receive [...]

178 Single entries or entire files can also be transferred between an OZ-5500 and an OZ-6500, ZR-5000 or OZ-9000-Series Organizer via the infrared link. The procedures for this transfer are essentially the same as those given in the preceding sections on the OZ-5500 side. Refer to the operation manuals for the OZ-6500, ZR-5000 or OZ-9000-Series Org[...]

179 9 To remove all entries in the IN BOX: select REMOVE ALL ENTRIES and press ENTER . To delete all entries from the IN BOX and from their corresponding applications: select DELETE ALL ENTRIES and press ENTER , then confirm you want to permanently delete the entries from the Organizer. Assigning entries to the IN BOX from applications You can easi[...]

180 Exchanging Information with a Personal Computer Using SHARP’s optional Organizer Link software and cable package or certain third-party software packages, you can exchange data with a personal computer. Certain software will allow you to exchange data with a personal computer via the Organizer’s infrared port using the optional CE-IR2 wirel[...]

181 9 Points to remember when using peripherals When using Organizer Link software designed for an Organizer other than the OZ-5500: • Data in applications that are not compatible with the Organizer Link cannot be transferred. • You cannot transfer an entry from USER FILE 1 of the User File application if it has no data in its NAME field. It is[...]

182[...]

183 10 ow that you have an understanding of all of the Organizer’s functions and its operation, let’s take a look at the various ways you can customize the Organizer to suit your personal preferences: the display can show selected user information at start-up; entries can be made secure through password protection and by marking them as secret;[...]

184 OFF: Even if ASK PASSWORD (see below) is set to ON, no password will be required. The Organizer then starts in the application or display mode that was most recently used. SETUP: Sets the Organizer to run through the set up procedure at start-up. This is the default display. This provides an overview of how to use the Organizer, and is very use[...]

185 10 ☞ • If no password has been registered, the prompt for the password will not be displayed even if ASK PASSWORD and START-UP have been set to ON. • If you set ASK PASSWORD to ON with START-UP set to ON and you forget your registered password, you will have to reset it, which means erasing all the data stored in it (see p.197). This is o[...]

186 Locking the Organizer The Organizer’s LOCK function allows you to keep selected information in your Organizer secure by locking it with a password that you specify. Entries that you have marked as secret cannot be accessed until the Organizer is unlocked using the password. Individual entries can be marked as secret, so that only someone who [...]

187 10 feature in the SET START-UP DISPLAY window. See p.184. Marking/unmarking entries as Secret You can mark or unmark any entry as secret in Edit mode. 1. Open the application containing the entry you want to mark as secret. 2. Display the entry in Edit mode. 3. Press MENU twice to display the PREFERENCES menu, select SET SECRET STATUS and press[...]

188 Automatic Relocking Once a password has been registered, even if you unlock the Organizer using the procedure above, the Organizer will automatically lock itself each time you turn it off. This automatic relock feature protects your secret data in case you forget to relock the unit. The feature remains in effect as long as a password is registe[...]

189 10 1. Press MENU twice to open the PREFERENCES menu. 2. Select SECRET then press ENTER . The SECRET submenu appears. 3. Select DELETE ALL SECRET DATA, and press ENTER . A warning message appears asking if you are sure you want to delete all the secret entries. If you have forgotten your password, you have no choice but to proceed. 4. Press Y to[...]

190 In the Calendar application: 1. Press MENU , select SET UP DEFAULT VIEW then press ENTER . A submenu appears. The current setting is indicated by an asterisk. 2. Select the desired format and press ENTER . The current calendar view does not change. However, the desired format is used the next time the Calendar application is opened. Setting up [...]

191 A. List of Key Notations Key Representation in Text Function CALENDAR Opens the Calendar application. SCHEDULE Opens the Schedule application. TO DO Opens the To Do application. ANN Opens the Ann application. Subsequent presses switch between ANN1 and ANN2 files. TEL Opens the Tel application. Subsequent presses switch between TEL1, TEL2 and TE[...]

192 Key Representation in Text Function MEMO Opens the Memo application. OUTLINE Opens the Outline application. MONEY TRACKING Opens the Money Tracking application. In Index mode, subsequent presses display each account’s Index view, as well as the All transaction list. When Account information is displayed, subsequent presses alternate between d[...]

193 Key Representation in Text Function EDIT EDIT Edits the currently selected or currently displayed entry. ˜ ˜ Displays the pop-up list containing available choices for the currently selected field. Only works for currently selected field. Only works for currently selected pop-up fields, indicated by ˜ . § Moves the cursor one character to th[...]

194 Key Representation in Text Function J K 2nd J Enters accent marks: ` , ´ , ˜ , ¨ , L B 2nd K ^, respectively. Press the key N 2nd L then type a letter to create 2nd B accented characters. 2nd N ➞ Enters a carriage return. Switches the letter keys between upper and lower case when pressed. Enters a symbol in white above a key when held whil[...]

195 Key Representation in Text Function – 2nd – Checks off the SECRET ONLY box in the Search and Filter functions. W 2nd W Moves topics in the Outline application. E 2nd E Expands/collapses topics in the Outline application. M 2nd M Enters the French character ç. , , Enters a comma. 2nd , Enters the German character ß. , Enters apostrophe. . [...]

196 Key Representation in Text Function ENTER ENTER Executes operations. Stores entries in memory. Opens the Edit mode. 2nd ENTER Stores an edited enty as new, leaving the original unchanged. GET GET Receives data via the infrared port from an OZ-5500. SEND SEND Sends data via the infrared port to an OZ-5500. 2nd SEND Prints the selected entry when[...]

197 All reset operation If the unit still fails to function after it has been reset using the procedure above, or you have forgotten the password to be entered in the start-up display, you will have to reset it using a slightly more complicated procedure: 1. While pressing and holding ON , press and release the RESET switch. A message appears. 2. R[...]

198 D. Battery Replacement General guidelines The Organizer uses the following types of batteries: Use Type Size/Model Qty. General Alkaline batteries LR03 (L30) 2 operation Memory backup Lithium battery CR2032 1 There are some extremely important points to remember when installing new batteries: ☞ • Do not remove the operating and backup batte[...]

199 Caution: • Keep batteries out of the reach of children. • Remove batteries from the unit when they become weak or when the unit will not be used for a long period of time. Leaving weak batteries in the unit may cause battery leakage and damage from corrosion. • Do not dispose of batteries by fire as they may explode. Replacing the operati[...]

200 If nothing happens when you press ON : • Setting the battery replacement switch to REPLACE BATTERIES shuts off power to the unit. Check that the battery replacement switch is set to NORMAL OPERATION. • Repeat the above battery replacement procedure step by step. Replacing the memory backup battery The Organizer’s memory backup battery has[...]

201 4. Remove the memory backup battery cover. 5. Remove the old battery using a pen or a similar object. 6. Insert a new battery with the plus (+) side up. 7. Replace the memory backup battery cover and secure it with the screw. 8. Set the battery replacement switch to NORMAL OPERATION. If nothing happens when you press ON : • Setting the batter[...]

202 E. Specifications Model OZ-5500 Display 240 x 79 dot matrix liquid crystal display Electronic unit section Applications Calendar, Schedule, To Do, Clock, Anniversary, Telephone, User File, Memo, Outline, Money Tracking, Calc Memory capacity 256 Kbytes (User area: Approx. 206 Kbytes) Schedule application capacity: Approx. 3,260 entries Tel appli[...]

203 Display information Year, month, day, day of the week, hours, minutes, AM/PM, city names. Time system 12-hour or 24-hour Other functions Display of date and time for various cities around the world. Enable/disable daylight saving time. Peripherals and data transfer interface IR transfer Up to a distance of approx. 80 cm. Cable jack 15-pin conne[...]

204 Dimensions Open 160(W) x 164(D) x 9.2(H) mm 6-5/16(W) x 6-15/32(D) x 3/8(H) inch Closed 160(W) x 89(D) x 18.4(H) mm 6-5/16(W) x 3-1/2(D) x 23/32(H) inch Weight 245 g (0.54 lb) (including batteries) Accessories Alkaline batteries LR03 x 2, lithium battery CR2032 x 1 (installed), operation manual[...]

205 Index A Accessing Secret entries 187 Accounts (see under Money Tracking) Adding Accounts (see under Money Tracking) Categories: Money Tracking (See under Money Tracking) Categories: To Do 85 Topics 110 Transactions (see under Money Tracking) User’s city 129 Alarms Daily 130 Disabling all alarm sounds 131 Schedule 79 All reset 197 Ann(iversary[...]

206 Local city (Clock) 126 Checking Current time/date 66 Intermediate results of a calculation 119 Memory 67 Time in a city 128 Checking off To Do entries 84 Clock application 126 Collapsing outline families 114 Copying Blocks of text 61, 161 Entries 162 Create Activities (Calendar) 72 Cursor 60 Customizing Index display 101 Tel/User File applicati[...]

207 Enabling/disabling 130 Decimal point setting 123 Deleting All entries in an application 65, 76, 88, 92, 98, 106, 113,158 All To Do entries in current view 88 All Secret entries 189 Money Tracking Categories 159 Filtered entries 166 Line in a calculation 120 Schedules over a specific period 77 Single entries 65, 76, 88, 92, 98, 105, 112, 157 Tex[...]

208 H Help 53 Index 54 I IN BOX 178 IN BOX Viewer 178 Index mode 56 Infrared transfer Setting up 174 Notes on 175 Initializing 10, 44 Inserting Text 61 Topic 110 Installing Batteries 9, 43 J Joining two Outline topics into one 111 K Key beep 51 Keyboard 52 Function/notation list 191 L Local city 46, 126 Locking the Organizer 186 M Manual Convention[...]

209 Split function 147 Viewing in detail 141 Monthly goals (To Do) 70 Entering 82 Monthly view 70 Moving Appointments 75 Blocks of text 161 Entries 162 Topics 111 N New entries Making 58, 72, 74, 80, 90, 96, 103, 107, 137 O Organizer Link 180 Overwriting text 61 Owner Information 45, 185 P Paperless printer 118 Part names and functions 42 Password [...]

210 Search function 63, 75, 83, 91, 97, 105, 109 Secret function 186 Selecting Calendar views 69 Date 72 Display modes 56 Topics 110 Setting Clock 46, 126 Date format 190 LCD contrast 50 Local city 126 Monthly format 189 Owner’s Information 45, 185 Password 186 Schedule alarms 79 Start-up display 48, 183 World city 49, 128 Setting up Calendar’s[...]

211 Turning on/off Daily alarms 131 Key beep 51 Power 50 Setup display 48 Word wrap 107 Typing in text 60 U Unlocking the Organizer 187 User File application 95 User File templates 47, 96 User’s city 129 User’s preferences 47 W Weekly format 189 Weekly view 71 Wireless interface 174 Word key Inserting words/phrases in an entry 164 Deleting word[...]

212[...]