Toshiba Stratagy 4/6/24 Installation And Maintenance Manual

							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
TABLE OF CONTENTS 
Chapter 2 - Upgrading the System 
PARAGRAPH SUBJECT PAGE 
1 Introduction ________________________________________----------------------------------------------------------------- 
2 Installing Screen Savers ________________________________________------------------------------------------------ 
3 Installing Stratagy Voice Boards -- ________________________________________------------------------------------ 
4 Installing Fax/Modems ________________________________________--------------------------------------------------- 
4.1 Fax/Modem Requirements---- __________________________________r_____--------------------------------------- 
4.2 Installing Fax/Modem Hardware ------ ____________________------------------------------------------------- 
4.3 
Configuring Stratagy for Fax/Modems ________________________________________---------------------------- 
4.4 
Customizing Stratagy to Send and Receive Faxes _________________________________ -- ----------__----- 
5 
Upgrading the Stratagy 4 to the Stratagy 6 ________________________________________----- - ---------____----_ 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
CHAPTER 2 
UPGRADING THE SYSTEM 
1 INTRODUCTION 
This chapter discusses upgrading an existing Stratagy 
system. It focuses on: 
W Installing screen savers 
n Installing voice boards 
4 1nstallin.g fax/modems 
n Upgrading the Stratagy 4 to a Stratagy 6 
2 INSTALLING SCREEN SAVERS 
Stratagy contains a screen saver program that 
automatically blanks the Main Menu after a specified 
number of minutes of inactivity (per the Stratagy System 
Configuration option tmo-blank). See the Installation 
section, Chapter 5, “Configuring and Backup Up 
Stratagy.” 
Installing a different screen saver program is not 
recommended; Stratagy may not work. 
3 INSTALLING STRATAGY VOICE 
BOARDS 
Installing a voice board into a Stratagy system PC 
involves addressing the board before installing it. 
Before starting the installation process, shut down 
Stratagy. From the Main Menu, enter: 
Alt + S 
Enter the password (the default is Stratagy, with the first 
letter uppercase). The Stratagy Configuration Utility 
displays. 
For details about Stratagy voice boards, including 
addressing and installation, see the Installation section, 
Chapter 3, “Installing the Hardware.” 
4 INSTALLING FAX/MODEMS 
Installing a fax/modem in the Stratagy 24 involves 
selecting one that meets specific requirements, installing 
the hardware, and configuring Stratagy using the 
Stratagy Configuration Utility. In addition, you (or the 
System Administrator) will need to customize Stratagy to 
send and receive faxes. 
4.1 FAX/MODEM REQUIREMENTS 
The fax/modem used in Stratagy 24 must be external 
and meet the following requirements: 
H Class 2 compliant (class 2 is different from class 2.0) 
n UART 16550 
l Internal fax/modems must have a UART 16550 
serial interface. 
l External fax/modems must be connected to UART 
16550 serial ports. 
4.2 INSTALLING FAX/MODEM HARDWARE 
Installing the fax/modem. To install the hardware, follow 
the manufacturer’s instructions. 
Configuring the fax/modem. Configure the fax/modem 
as one of the following: 
COMl with IRQ4 and no other devices on COMI or 
using I RQ4. 
COM2 with IRQ3 and no other devices on CQM2 or 
using IRQ3. 
4.3 CONFIGURING STRATAGY FOR 
FAX/MODEMS 
Set the following configuration parameters. See the 
Stratagy System Configuration options in the Installation 
section, Chapter 5, “Configuring and Backing Up 
Stratagy” for details. 
ext#: extension number where the fax/modem is 
connected on the telephone system 
fax#: fax/modem’s fax number 
x: access to outside line (usually ‘9’) 
COMI Settings: COM2 Settings: 
baud1 19200 baud2 19200 
databitsl 8 databits 8 
parity1 none parity2 none 
serial-port1 1 serial-port2 2 
fax1 ‘exf#’ fax2 ‘ext#’ 
fax-dl-init ‘x, faxdl-init ‘x, 
fax-id ‘fax&“ fax-id ‘fax# 
Additionally, set the following options for the fax modem: 
fax-flow-control 
fdax-Stan-character. 
4.4 CUSTOMIZING STRATACY TO SEND 
AND RECEIVE FAXES 
For information on using the Token Programming 
Language to customize Stratagy to send and receive 
faxes, refer to the Programming section. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL SEPTEMBER 1994 
. . . 
5 UPGRADING THE STRATAGY 4 .;’ 
TO THE STRATACY 6 
To upgrade from the Stratagy 4 to the Stratagy 6 requires 
installing Stratagy 6 software. Do the following: 
1. 
Use the Stratagy Backup Utility to back up the 
database, greetings, and messages, as required. 
Everything not backed up will be lost. For details, 
see the Programming section, Chapter 5, 
‘Configuring and Backing Up Stratagy.” 
2. Install the Stratagy System or Prompt software 
from the floppy drive. Refer to the Installation 
section, Chapter 5, “Configuring and Backing Up 
Stratagy,” “Install from A: Drive.” 
a. The system prompts for the first disk. Inset-t the 
first diskette. Follow the directions. 
b. The system then prompts: 
Enter New Activation-key number. 
Enter the New Activation-key number provided 
by Toshiba when you upgraded from the 
Stratagy 4 to the Stratagy 6 system. 
If you incorrectly enter the New Activation-key 
number, Stratagy will abort and stop. You must 
now press Ctrl, Alt and 
Del 
simultaneously. 
c. Follow the system prompts. When complete, 
the Main Menu displays. 
3. Access the Stratagy Configuration Utility. Select 
Shutdown 
(Alt + S) from the Main Menu. 
4. Restore the backup database, greetings and 
messages. Use the Stratagy Backup Utility (see 
the Installation section, Chapter 5, “Configuring 
and Backing Up Stratagy” for details). 
5. Return to the Main Menu. Press 
Esc from the 
Stratagy Configuration Utility and press any key 
when prompted. Stratagy is now operational. 
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							STRATAGY 4/6/24 INSTALLATION AND MAINTENANCE MANUAL 
SEPTEMBER 1994 
OPERATING PROCEDURES SECTION 
3 
AtoZ KELLATRONICS, INC, 
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							Stt-atagy 
Voice Processing System Guick Reference Guide 
5 COW!TQhC ,994 
SlOE ONE 
ACCESSING STRATAGY 
Call watagy at 
From your own phone press 
q , then enter your 
Stratagy ID Number, press 8. 
Enter your security code, press 
q 
Note: If is not always necessary to press the q key. 
Sfratagy will automatically go to the next step in a few 
seconds. 
The first series of selections you hear will be the 
MAlN MENU. 
u 
q PLAY your MESSAGES q CHANGE your greeting q CHANGE your options q SEND a new MESSAGE q MANAGE your lists q MANAGE your guest User IDS q EXIT “sel mode 
E3 HANGUP 
The MAIN MENU items in red are described on this 
side of the Quick Reference Guide. 
Voice Processing System Quick Reference Guide 
0 CoDynght 1994 SIDE Two 
ACCESSING STRATAGY 
Call stratagy at 
From your own phone press 
q , then enter your 
Stratagy ID Number, press Q. 
Enter your security code, press 
q Note: It is not always necessary to press the q key. 
Sfrafagy will aufomafically go to the nexi step in a few 
seconds. 
The lirst series of selections you hear will be the 
MAIN MENU. 
q PLAY your messages q CHANGE your GREETING q CHANGE your OPTIONS q SEND a new message q MANAGE your LISTS q MANAGE your GUEST USER IDS q EXIT usa mode q KANGUP 
The 
IVAIN MENU Items in red are described on this 
side of the Quick Reference Guide. LISTEN TO MESSAGES 
. . ,‘. ., 
From the MAIN MENU: 
q PLAY MESSAGES 
SENDING MESSAGES 
-:. . ~.,--.~.~..-..~,.. -. _- 
From the MAIN MENU: 
q SEND MESSAGES q PLAY the (next) message now 
fl REPLAY the current message 
q DELETE the current message q PLAY the previous message q FORWARD the current message . SELECT DESTINATION 
I/ .-- .I, 
. RECORD NEW MESSAGE/PREFIX/REPLY 
q REPLY to the current message 
iJ i--‘.--- ---’ q SPECIAL FUNCTIONS I PAUSE 
Pause 30 sets. (ON/OFF). or select: 
q Immediate FAX retrieve from fax machine q Send FAX for retrieval to fax machine q UNDELETE message q Message DATE and TIME q SKIP to next new message q CONTINUOUS DELETE q CONTINUOUS PLAY q RETURN to previous menu q RETURN to MAIN MENU 
PLAYING OPTIONS While Playing massages, you can select: 
[il TURN UP volume 
q TURN DOWN volume 
m BACKUP (5 sets.) 
q GO FORWARD (5 sets.) 
GREETINGS OPTIONS, LISTS & GUEST IDS 
-.. . ,,. ^. _, 1 - . . . .-....-..I . :- . ..-.- 
From the NIAIN MENU: From the NfAlN MENU: 
0 CHANGE YOUR GREETING q CHANGE YOUR OPTIONS SELECT WHICH GREETING 
TO CREATE/CHANGE 
q nOQOm orOfora Personal Greeting, or q to select the System Greeting q RMEW selected greeting q RECORD (new) greeting 
(pressmwhen finished) 
q RMEW recording q RE-RECORD q APPEND to recording q CANCEL recording q SAVE recording q RETURN to previous menu 
m REVlEW current greeting 
(il RETURN to MAIN ACNE RECORD your message, prefix or reply 
q when FINISHED q REVIEW q RE-RECORD q APPEND recording q CANCEL recording q set URGENT status (ON/OFF) q set PRIVATE status (ON/OFF) q set message DELlVERY TIME q SAVE recording HINTS and TIPS 
Messaging While listening to a message, you have these options: 
Pause/Special Functions: Press q while playlng your 
messages to pause for 30 seconds. Each time you 
press 
q , the massage will start or stop. 
You can also access a Special Function by pressing its 
number immediately after pressing 0 Special 
Functions are silent (you will not hear prompts). 
ON/OFF options: Each time that you press a key with an 
ON/OFF option, the feature turns ON or OFF. 
Message Prefix is played first, followed by the original 
message. 
Urgent messages are played first. 
Private messages cannot be forwarded. 
Delete Messages: Messages are saved unless you delete 
them. (Use Soecia Function 0 to undelete.) 
Continubus Delete: This will play/delete man; messages 
at a time (configurable). (Special Function 0) 
,.___-.l .._. _-- ..-._ ._.... 
SEND / FORWARD/ REPLY MESSAGE 
q SEND the message or reply q SEND the message or reply with verification 
To send another message, start over with 
SELECT DESTINATION 
g RETURN to previous menu -El;; q set tL N;INUTES q Set the DAY q Set the MONTH q Set the YEAR (Z-digits) q RETURN to previous menu 
(Message delivery time plays) 
q Change your OO.NOT-DISTURB (ON/OFF) q Change your CALL SCREENING (ON/OFF) q Change your SECURITY CODE q SELECC your BUSY GREETING 
fl RECORD your BUSY GREETING 
q Record your NAME/EXTENSION q Review your OPTION SEHINGS q Return to the MAIN MENU 
From the 
IMAIN MENU: 
0 MANAGE YOUR LISTS Q q q q q q or q to select a list q REVIEW your current list q ADD a User ID to the list q DELETE a User ID from the list q RECORD a list comment q RETURN to the previous menu q RETURN to the MAIN MENU 
From the mAIN NIBNW: 
q MANAGE GUEST USER IDS 
q CREATE a Guest User ID q DELETE a Guest User ID 
m REVIEW your Guest User IDS 
q RETURN to the MAIN LIEU HINTS and TIPS 
Greetings Select a greeting for your mailbox: You may record 7 
different greetings that may be selected at any time, or 
choose to use the pre-recorded system greeting. 
Name/Extension recording is used for directory 
information, system greeting, and user identification. 
Options Change your security code on a regular basis. Manage Your Lists Record a List Comment to identify/name the list. Other Tips From any menu, 000 will always return you to the 
Main Menu. 
Stratagy may be configured so that from the Main Menu 
you can press 0 and enter another User ID without 
having to hang up (Exit User Mode). 
Dialing Onam will always hang up. 
DIRECTORY 
-------- .---- - -- --._-- 
__.,_,__ ^ .._- ~.---_-_ .-.-_-- ---. 
-_... -ll-.--..“---._- -.-l.“l._lll” --.-- 
ItemNumber: 
PartNumber:STC-OR-4/6/24Rl  
						

							TABLE OF CONTENTS 
SUBJECT -PAGE 
INTRODUCTION 
General Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii 
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... iii 
How to Use this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii 
CHAPTER 1 
GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-l 
Access Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l-l 
Change Your Security Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l-2 
Record Your Name and Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l-3 
Exit Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l-4 
CHAPTER 2 
MESSAGES.. ........................................................................................................................ 
Play Your Messages.. ....................................................................................................... 
Send a Message.. ............................................................................................................. 
Select a Destination ..................................................................................................... 
Record Your Message.. ................................................................................................ 
Forward a Message.. ........................................................................................................ 
Record Your Message.. ................................................................................................ 
Reply to the Current Message.. ........................................................................................ 2-1 
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2-5 
2-6 
2-6 
2-8 
2-6 
2-11 
CHAPTER 3 
GREETINGS.. ....................................................................................................................... 3-l 
Personal Greetings.. ......................................................................................................... 3-2 
Create a Personal Greeting.. ........................................................................................ 3-2 
Recoding Options .................................................................................................... 3-2 
Select (Change) Your Personal Greeting ..................................................................... 3-3 
System Greeting.. ............................................................................................................. 3-3 
Review the Current Greeting ............................................................................................ 3-4 
CHAPTER 4 
CHANGE YOUR OPTIONS.. ................................................................................................ 
Do Not Disturb .................................................................................................................. 
Call Screening .................................................................................................................. 
Security Code ................................................................................................................... 
Select Your Busy Greeting.. .............................................................................................. 
Record Your Busy Greeting.. ........................................................................................ 
Record Your Name/Extension .......................................................................................... 
Review Your Option Settings.. .......................................................................................... 4-l 
4-l 
4-2 
4-2 
4-2 
4-3 
4-3 
4-3 
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							CHAPTER 5 
MANAGE YOUR DISTRIBUTION LISTS.. ............................................................................ 5-1 
Select a (Distribution) List to Review or Change .............................................................. 5-l 
Managing and Using Guest User IDS ............................................................................... 5-3 
Managing Guest User 
IDS.. .......................................................................................... 5-3 
Using Guest User IDS.. ................................................................................................. 5-4 
CHAPTER 6 
USING STRATAGY WITH A TOSHIBA TELEPHONE SYSTEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
(CALL FORWARD & MESSAGE RETRIEVAL) 
PERCEPTION 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Message Retrieval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
PERCEPTION l/lI/e/ex . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Message Retrieval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
STRATA DK (24/56/96, 8/l 6, and 280) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Message Retrieval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
STRATA, 
Call Forwa’;d ~~~~~......‘.“.‘.“.‘.‘.“....‘.“.”’.’.’.....”...‘.‘.“.‘.“‘..’............................................. 
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
Message Retrieval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-l 
6-2 
6-2 
6-2 
6-3 
6-3 
6-3 
6-5 
6-5 
6-8 
6-9 
6-9 
6-11 
FIGURE 
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2-2 
2-3 
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5-2 
TABLE 
2-l 
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FIGURE LIST 
TITLE PAGE 
Sample Page ........................................................................................................................ 
Main Menu ............................................................................................................................ 
Change Your Options Menu.. ................................................................................................ 
Play Your Messages 
Menu ................................................................................................... 
Send a Message 
Menu ......................................................................................................... 
Forward and Reply to Messages ......................................................................................... 
Change Your Greeting Menu ................................................................................................ 
Change Your Options Menu.. 
................................................................................................ 
Manage Your Lists Menu ...................................................................................................... 
Manage Your Guest IDS Menu.. ............................................................................................ vi 
l-2 
l-2 
2-2 
2-5 
2-8 
3-l 
4-l 
5-l 
5-2 
TABLE LIST 
TITLE PAGE 
Playing Message Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3  
						

							INTRODUCTION 
GENERAL DESCRIPTION 
Stratagy transparently manages multiple voice processing functions 
simultaneously 24 hours a 
day, seven days a week. Your mailbox is always 
available for callers to leave private voice or fax (optional feature) messages. In 
addition, you may update your greeting at your convenience or send and receive 
messages from any tone dialing telephone. 
Callers control their own progress through the system. They no longer have to 
wait for a person to answer the telephone. If your extension is busy or you do not 
answer, callers may transfer to an operator, call another extension, or record a 
private, detailed message. 
PURPOSE 
This Users Guide, designed for users of the Stratagy Voice Processing System, 
describes the basic voice messaging capabilities and operations. 
Other related documents include: 
W Stratagy Voice Processing Quick Reference Guide 
H Stratagy Voice Processing Features Description 
H Stratagy Installation and Maintenance Manual 
HOW TO USE THIS GUIDE 
This guide provides the features and operation steps for making the Stratagy 
system work for you. The right column describes the features first, then how the 
system reacts during the activating of a feature. The left column details your 
steps to activating a feature. 
For ease of use, this guide has been organized into six chapters. 
Chapter 1, “Getting Started,” provides instruction of those features you need 
when access Stratagy for the first time, including: changing your security code, 
and record your name and extension. 
Chapters 2 through 6 provide step by step instructions on: playing 
and sending 
message, recording messages and greetings, using destination (distribution) 
lists, and activating options such as do not disturb and call screening. 
Chapter 6, “Integrating Telephone Options,” explains how to use your integrate 
Stratagy into your existing Toshiba telephones. 
.o. 
III  
						

							Some of the features may not accessed unless they are turned on by your 
System Administrator. The configuration of your system will also affect how and 
which features you may access. This user guide provides hints and notes about 
certain feature exceptions and which features may be configured to work 
differently. 
CONVENTIONS 
In this book, top level menus are shown with a square button icon in the feature 
instructions, such as: 
m PLAY your MESSAGES. 
Lower level menu selections are represented with bold type, such as: 
1 REVIEW. 
QUICK REFERENCE GUIDE 
Enclosed in the front of this book is a wallet-size Quick Reference Guide. Side 1 
contains instructions for messaging features - Playing and Sending messages. 
Side 2 shows the menus for Changing Your Greeting, Changing Your Options, 
Managing Your Lists, and Managing Guest User IDS. We suggest that you read 
this user guide first to become familiar with how the features work, then refer to 
the Quick Reference guide. 
iv  
						

							ACTION TEXT 
SPECIFIC INSTRUCTIONS ON HOW TO PERFORM A 
PROCEDURE ARE NUMBERED AND ENTERED IN 
THE LEFT-HAND COLUMN. 
CHAPTER 2 - CHAPTER TITLES 
- FIRST LEVEL 
HEADINGS 
- FIRST LEVEL 
HEADINGS 
- NOTES AND 
WARNING 
MESSAGES 
- RESULTS OR 
DETAILS 
EXPLANATIONS 
OR DETAILS OF 
THE ACTION TEXT. 
Figure I-1 
Sample Page 
V 
,