Franklin Covey V User manual

Handbook
for the
Palm V™Organizer
22866

Page 2 Handbook for the Palm V™ Organizer
COPYRIGHT
© 2000 Franklin Covey Co. Printed in the U.S.A. All rights reserved. Reproduction, ad-
aptation, or translation of this document is prohibited without prior written permission
of Franklin Covey.
What Matters Most, ASCEND and Weekly Compass are registered trademarks, and
Franklin Planner and Franklin Planner Edition are trademarks of Franklin Covey Co.
Palm Computing, Graffiti and HotSync are registered trademarks, and Palm VII, Palm
V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm VII
logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks of Palm
Computing Inc. or its subsidiaries. Microsoft and Windows are registered trademarks
and Outlook and Windows CE are trademarks of Microsoft Corporation. All other
brand and product names mentioned in this manual are trademarks of their respective
companies.
DISCLAIMER AND LIMITATION OF LIABILITY
Franklin Covey assumes no responsibility for any damage or loss resulting from the use
of this manual. Franklin Covey assumes no responsibility for any loss or claims by third
parties which may arise through the use of Franklin Planner Software for Windows or
other software associated with the Palm III organizer. Franklin Covey assumes no re-
sponsibility for any damage or loss caused by deletion of data as a result of malfunction,
repairs or battery replacement. Be sure to make backup copies of all important data on
other media to protect against data loss.
3.5" Software Diskettes Available
Franklin Planner Software for Windows is supplied on a CD-ROM disc. If you do not
have access to a CD-ROM drive for your computer, you may obtain 3.5" diskettes. Call
[phone] between 8 am and 5 pm Mountain Time, Monday through Friday to or-
der 3.5" diskettes.

Contents Page 3
Contents
About This Book......................................................................................9
Important Information for Upgraders
Automatic or Manual Installation of
What Matters Most™ Applications...............................................10
Chapter 1: Introduction to Your Palm V™ Organizer........................11
Getting to know your Palm V organizer..........................................11
What is a Palm V organizer? ..........................................................11
A Word about Franklin Planner Software....................................12
System requirements .......................................................................12
Upgrade Information.......................................................................13
Palm V components.........................................................................14
Recharging the battery ....................................................................18
Franklin Planner Software for Windows......................................19
Tapping and typing ............................................................................20
Tap with the stylus to get things done..........................................20
Elements of the organizer interface...............................................21
Opening applications ......................................................................22
Using menus.....................................................................................24
Four ways to enter data...................................................................26
Customizing your organizer..............................................................30
Chapter 2: Entering Data in Your Palm V™ Organizer......................33
Using Graffiti writing to enter data..................................................33
Writing Graffiti characters..............................................................33
Graffiti tips........................................................................................35
The Graffiti alphabet........................................................................36
Writing capital letters......................................................................37
Writing numbers..............................................................................37
Graffiti numbers...............................................................................38
Writing punctuation marks............................................................38
Additional Graffiti punctuation.....................................................39
Writing symbols and extended characters...................................39
Writing accented characters ...........................................................40
Accent strokes...................................................................................40
Additional non-English characters................................................40
Navigation strokes...........................................................................41
Graffiti ShortCuts.............................................................................41
Using the onscreen keyboard ............................................................42
Using your computer keyboard........................................................43
Importing data.....................................................................................43

Page 4 Contents
Chapter 3: Managing Your Applications.............................................45
Using the Applications Launcher.....................................................45
Selecting applications......................................................................45
Switching between applications....................................................45
Categorizing applications...............................................................45
Changing the Applications Launcher display.............................46
Choosing preferences.........................................................................47
Installing and removing applications..............................................48
Installing add-on applications.......................................................48
Installing games...............................................................................50
Removing applications ...................................................................50
Security.................................................................................................51
Assigning a password.....................................................................51
Changing or deleting a password.................................................52
Locking your organizer ..................................................................52
Recovering from a forgotten password........................................53
Chapter 4: Using Your Basic Applications...........................................55
What Matters Most Applications for
the Palm Computing Platform.......................................................55
Overview of basic applications.........................................................57
Date Book..........................................................................................57
Address Book...................................................................................58
To Do List..........................................................................................59
Memo Pad.........................................................................................60
Calculator..........................................................................................60
Expense .............................................................................................61
Common tasks.....................................................................................62
Creating records...............................................................................62
Editing records.................................................................................62
Deleting records...............................................................................64
Purging records................................................................................65
Exchanging and updating data: HotSync operations ................66
Categorizing records.......................................................................68
Finding records................................................................................72
Sorting lists of records.....................................................................76
Making records private...................................................................77
Attaching notes................................................................................79
Choosing fonts .................................................................................80
Application-specific tasks..................................................................82
Date Book..........................................................................................82
Address Book...................................................................................96
To Do List........................................................................................101
Memo Pad.......................................................................................106

Contents Page 5
Calculator........................................................................................109
Expense............................................................................................111
Chapter 5: Communicating Using Your Organizer...........................123
Managing desktop e-mail away from your desk..........................123
Setting up Mail on the desktop....................................................124
Synchronizing Mail with your e-mail application....................126
Opening the Mail application on your organizer......................126
Viewing e-mail items.....................................................................126
Creating e-mail items.....................................................................127
Looking up an address..................................................................129
Adding details to e-mail items.....................................................130
Storing e-mail to be sent later.......................................................133
Editing unsent e-mail ....................................................................134
Draft e-mail.....................................................................................135
Filing e-mail....................................................................................135
Deleting e-mail ...............................................................................136
Removing e-mail from the Deleted folder..................................136
Purging deleted e-mail..................................................................137
Message list options.......................................................................137
HotSync options.............................................................................139
Creating special filters...................................................................140
Truncating e-mail items ................................................................144
Mail menus......................................................................................145
Beaming information........................................................................146
Chapter 6: Advanced HotSync® Operations ....................................149
Selecting HotSync setup options.....................................................149
Customizing HotSync application settings ...................................151
IR HotSync operations......................................................................153
Preparing your computer for infrared communication ...........153
Configuring HotSync Manager for infrared communication..156
Performing an IR HotSync operation..........................................156
Returning to cradle HotSync operations ....................................157
Using HotSync with Multiple Users...............................................158
Configuring Franklin Planner Software for multiple users.....158
Configuring Multiple Palm V organizers...................................158
Conducting a HotSync operation via modem...............................160
Preparing your computer .............................................................160
Preparing your organizer..............................................................161
Selecting the conduits for a modem HotSync operation..........163
Performing a HotSync operation via a modem.........................164
Conducting a HotSync operation via a network ..........................164
Connecting to your company’s dial-in server............................165

Page 6 Contents
Performing a network HotSync operation.................................167
Using File Link..................................................................................167
Creating a user profile......................................................................168
Chapter 7: Setting Preferences for Your Organizer.........................171
Viewing preferences.........................................................................171
Buttons preferences ..........................................................................172
Pen preferences..............................................................................172
HotSync buttons preferences.......................................................174
Digitizer preferences ........................................................................174
Formats preferences .........................................................................174
Country default..............................................................................175
Time, date, week start, and numbers formats...........................175
General preferences..........................................................................176
Auto-off delay................................................................................176
Cradle settings................................................................................176
System, alarm, and game sounds................................................177
Beam Receive..................................................................................177
Connection preferences....................................................................178
Sample connection for remote IR HotSync operations............179
Network preferences and TCP/IP software.................................180
Selecting a service..........................................................................181
Entering a user name ....................................................................181
Entering a password .....................................................................182
Selecting a connection...................................................................182
Adding telephone settings ...........................................................183
Connecting to your service...........................................................185
Creating additional service templates........................................186
Adding detailed information to a service template..................186
Login scripts...................................................................................189
Creating a login script on your organizer..................................190
Plug-in applications ......................................................................191
Deleting a service template..........................................................192
Network preferences menu commands.....................................192
TCP/IP troubleshooting...............................................................192
Owner preferences............................................................................193
ShortCuts preferences ......................................................................194
Creating a ShortCut.......................................................................194
Editing a ShortCut.........................................................................195
Deleting a ShortCut.......................................................................195
Appendix A: Maintaining Your Organizer.........................................197
Caring for your organizer................................................................197
Battery considerations......................................................................198

Contents Page 7
Resetting your organizer..................................................................198
Performing a soft reset ..................................................................198
Performing a hard reset.................................................................199
Appendix B: Frequently Asked Questions ........................................201
Software installation problems........................................................201
Operating problems..........................................................................202
Tapping and writing problems .......................................................203
Application problems.......................................................................204
HotSync problems.............................................................................205
Beaming problems.............................................................................210
Recharging problems........................................................................210
Password problems...........................................................................211
Technical support..............................................................................212
Telephone Support.........................................................................212
Appendix C: Creating a Custom Expense Report.............................213
About mapping tables ......................................................................213
Customizing existing sample templates........................................214
Determining the layout of the Expense Report.............................215
Labels...............................................................................................215
Sections............................................................................................216
Analyzing your custom Expense Report.......................................216
Programming the mapping table....................................................217
Using applications other than Microsoft Excel.............................221
Expense file details............................................................................222
Appendix D: Non-ASCII Characters for Login Scripts......................223
Use of ^char .......................................................................................223
Carriage return and line feed ..........................................................223
Literal characters ...............................................................................224
Warranty, Regulatory, and Other Product Information
Limited warranty...............................................................................225
Year 2000 Warranty .......................................................................225
Obtaining Warranty Service (Year 2000 Warranty Only) ........226
Product Regulatory Information.....................................................227
FCC Statement................................................................................227
Canadian ICES-003 Statement......................................................228
CE Compliance Statement ............................................................228
Battery Warning.............................................................................228
Index.....................................................................................................231

Page 8 Contents

About This Book Page 9
About This Book
Welcome to the Palm V™ connected organizer. This handbook is
designed to help you get up and running quickly on your organizer.
It describes all you need to know about how to use your Palm V
organizer and the applications that come with it.
It walks you through:
■Locating all the parts of your organizer
■Viewing and entering data
■Using your organizer with your computer
■Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your
organizer, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your organizer, and also as a source of
information if you have problems operating it.

Page 10 Important Information for Upgraders
Important Information for Upgraders
If you are upgrading from ASCEND®97 or an earlier version of
Franklin Planner™ Software for Windows® to either Franklin
PlannerTM Software 7.2 or to the Franklin PlannerTM for Microsoft®
OutlookTM, there are a few items to be aware (and cautious) of:
Automatic or Manual Installation of
What Matters Most™Applications
If you have “hard reset” your Palm V or are using a new Palm V that
has not been synchronizing with any desktop organizer, the Franklin
Covey applications contained in this package will be installed
automatically during the first HotSync operation that you conduct.
However,ifyou have beensynchronizing your Palm Vwith ASCEND
97 or an earlier version of Franklin Planner Software, and you are
upgrading to either Franklin Planner Software 7.2 or to the Franklin
Planner for Microsoft Outlook, you must use the Palm Install tool to
install the Franklin Covey applications on your Palm device.
For more information on the What Matters Most collection of Palm
applications, including more complete information on automatic or
manual installation of the applications on your Palm V organizer, see
the booklet entitled What Matters Most Applications for the Palm
Computing Platform that came with your Palm V.
!

Chapter 1 Page 11
Chapter 1
Introduction to Your
Palm V™Organizer
This chapter explains the physical buttons and controls on your
Palm V™ connected organizer, how to use your organizer for the first
time, and how to use HotSync®technology to synchronize your
organizer and Franklin Planner™ Software for Windows.
Getting to know your Palm V organizer
What is a Palm V organizer?
With your Palm V organizer, you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your To Do list. Your
organizer can help you improve your track record in all these areas,
both at work and at home.
You can enter all your scheduled events in Date Book, and set an
alarm to remind you of important meetings. You can view scheduled
events by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. Keep
all your contact names, addresses, phone numbers, and other details
in Address Book, so you can find them as soon as you need them. Add
your tasks to To Do List, prioritize them so you don’t overlook them,
and assign them a due date.
To make sure you don’t lose any of this important information, you
can synchronize your data with Franklin Planner Software on your
computer so you always have a backup copy. You can set different
levels of security for your organizer so unauthorized eyes cannot view
your data.
When you are out of the office, track your expenses for your expense
reports;then transfer thedata toyour computerto printit out.You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.

Page 12 Chapter 1
A Word about Franklin Planner Software
Franklin Planner desktop software comes in two “flavors” — Franklin
PlannerTM Software for Windows®(included in this package), and the
Franklin PlannerTM for Microsoft®OutlookTM (sold separately). The
instructions in this manual are designed for use with the Franklin Planner
EditionTM of the Palm VTM organizer and Franklin PlannerTM Software for
Windows®.
„Franklin Planner™ Software for Windows is a standalone desktop
computer application that is included with your Franklin Planner
EditionTM ofthePalm VTM.Franklin Planner Software forWindows
replicates and adds to the features of the paper-based Franklin
Planner with a powerful and easy-to-use desktop computer
program that you can use to synchronize with your Palm V.
„Franklin PlannerTM for Microsoft®OutlookTM is a series of add-on
applicationsthattakeadvantageofthecalendaringandscheduling
capabilities of Microsoft Outlook 98 and 2000. The Franklin
Planner for Microsoft Outlook is sold separately from the Franklin
Planner Edition of the Palm V.
Whether you choose to use Franklin Planner Software for Windows or
the Franklin Planner for Microsoft Outlook, you will be able to take
advantage of the What Matters Most time and life management
system from Franklin Covey. Combining What Matters Most with
your Palm organizer makes it much more than just a system for
keeping track of tasks, appointments, notes, and addresses—your
Palm organizer becomes a tool to help you to proactively set and
achieve goals that help you achieve what truly matters most to you in
your own life.
System requirements
To install and operate Franklin Planner Software, your computer
system must meet the following requirements:
Minimum requirements
„Windows 95. 98 or NT
„486 or Pentium processor
„8 MB RAM minimum (16 MB recommended)
„25 MB available hard disk space
„CD-ROM drive
„One available serial port

Chapter 1 Page 13
Required for certain features
„9600 baud or faster modem (28,800 baud recommended)
„Internet SMTP/POP3 or other MAPI compliant messaging
software (required to use e-mail)
„Web browsing software such as Netscape or Internet Explorer
„Internet access
„Windows-compatible printer
„Infrared communication device
Macintosh compatibility
You can connect your organizer to your Macintosh using the Palm
MacPac, available from Franklin Covey (sold separately — see “For
Additional Palm V Organizer Accessories” on page 212 for ordering
information). If you do this, you will not be able to use Franklin
Planner Software to synchronize with the Palm V, but will need to use
the Palm Desktop software.
Upgrade Information
If you already own a Palm Computing®handheld organizer, we
recommend that you install the version of Franklin Planner Software
that comes with your new Palm V organizer into the same folder as
your current version of Franklin Planner Software or ASCEND 97.
When you install the new version in the same folder as the previous
version, all your data is preserved. If you use another personal
information manager (PIM), you still need to install Franklin Planner
Software in order to add HotSync Manager, conduit software, and
other features of Franklin Planner Software to your computer.
You can perform HotSync operations in exactly the same way, so you
can quickly synchronize your data with your new organizer. Just
remember to synchronize your old organizer with Franklin Planner
Software before you synchronize with your new organizer, so you
have all your latest information.

Page 14 Chapter 1
Palm V components
Locating front panel controls
Contrast
control
button
Turns on the onscreen contrast control so you can
adjust the screen for the clearest screen display as
required by the lighting conditions or temperature of
the environment where you use your organizer. See
“Using the onscreen contrast control” later in this
chapter for more information.
Power
button/
Backlight
control
Turns your organizer on or off and controls the
backlight feature.
If your organizer is turned off, pressing the power
button turns the organizer on and returns you to the
last screen you viewed. Press the power button to
turn the organizer off.
If you have difficulty seeing the information
onscreen, use the backlight to illuminate your screen.
Press the power button and hold it down for about
two seconds to turn the backlight on or off. You can
assign the full-screen pen stroke to activate the
backlight. See “Pen preferences” in Chapter 7 for
more information.
Screen
Graffiti writing area
Application buttons
Scroll button
Power button
C
ontrast
control button

Chapter 1 Page 15
Using the onscreen contrast control
Even with the backlight on, you may need to make further
adjustments by changing the amount of contrast on the screen.
To adjust the contrast:
1. Press the Contrast control button.
2. Do one of the following:
To change the contrast in small increments, tap to the left or
right of the slider.
To change the contrast in larger increments, drag the slider to
the left or right.
Tip: You can also press the scroll button to move the slider
incrementally.
3. Tap Done.
Organizer
screen Displays the applications and information stored in
your organizer. It is touch-sensitive and responds to
the stylus.
Graffiti®
writing
area
The area where you write letters and numbers using
the Graffiti®alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Scroll
button Displays text and other information that extends
beyond the area of the organizer screen. Pressing the
lower half of the scroll button scrolls down to view
information below the viewing area, and pressing the
upper half of the button scrolls up to view the
information above the viewing area.
Application
buttons Activates the individual organizer applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 7 for details on
reassigning these buttons to activate any application
on your organizer.
Tip: If your organizer is turned off, pressing any
applicationbuttonactivates theorganizerand
opens the corresponding application.

Page 16 Chapter 1
Locating back panel components
Side channels Hold the stylus or front cover, which slide in and
out of either side channel and click into place. To
use the stylus, remove it from the side channel
and hold it as you would a pen or pencil.
IR port Uses infrared technology to transmit data to and
receive data from other Palm Computing®
platform handhelds, and to perform HotSync
operations. See “Beaming information” in
Chapter 5 and “IR HotSync operations” in
Chapter 6 for more information.
Reset button Under normal use, you should not have to use
the reset button. See Appendix A for information
about when and how to use the reset button.
Reset
button
Serial
connector
Side
channel
for stylus
or cover
IR port

Chapter 1 Page 17
Serial connector Connects your organizer to the cradle, which in
turn connects to the back of your computer and
through the AC adapter to the wall current. This
allows you to recharge your Palm V organizer as
well as update the information between your
organizer and computer using HotSync
technology.
Note: The cradle must be plugged into the
serial (COM) port at the back of your
computer.
Your organizer requires a dedicated port. It
cannot share a port with an internal modem or
other device. If you are unsure about the exact
location of the serial port on your computer, refer
to the user’s manual supplied with the computer.

Page 18 Chapter 1
Recharging the battery
The Palm V organizer contains a Lithium-ion battery that is recharged
each time you place the organizer in the cradle. Just place your
organizer in the cradle for four hours for an initial charge before you
use it. Then place it in the cradle for a few minutes each day to
recharge the battery to full capacity.
If the battery gets low, your organizer displays a warning message. If
this occurs, perform a HotSync operation and then recharge the
battery as soon as possible. If your organizer shuts down, you still
have about a week to recharge the battery before you lose the data on
your organizer.
An additional connection is made from the back
of the cradle’s serial (COM) port connector to the
AC adapter which plugs into any AC current
outlet.
AC adapter

Chapter 1 Page 19
Viewing data while in the cradle
You can set a preference so that you can continue to view data while
your organizer is in the cradle and while the battery is being
recharged. See “General preferences” in Chapter 7 for more
information.
Franklin Planner Software for Windows
Franklin Planner Software extends the functions of your organizer to
your computer and serves to back up your data. When you use it with
your organizer and the built-in HotSync technology, you can fully
synchronize the information on your organizer with the information
on your computer.
It is a good idea to back up your data in case something happens to the
data on your organizer. Changes you make on your organizer or
Franklin Planner Software appear in both places after you
synchronize.
See Chapter 4, “Using Your Basic Applications” for information on
each of the Palm V applications and how they synchronize with
Franklin Planner Software.
What Matters Most Applications
Additionally, your Franklin Planner Edition of the Palm V package
includes a series of applications designed to help you use the What
Matters Most time and life management methodology from Franklin
Covey. Information about these applications can be found in a booklet
entitledWhatMattersMostApplicationsforthePalmComputingPlatform,
included with your Franklin Planner Edition of the Palm V. The
booklet tells you how to install the Franklin Covey applications on
your Palm V, how to use them, and how they synchronize with
Franklin Planner Software.
With Franklin Planner Software, you can do the following:
„Work with your organizer applications on your computer.
Franklin Planner Software duplicates the Date Book, Address
Book, Task List, and Memo Pad applications on your organizer, so
you can view, enter, and modify any data stored on your
organizer.
„Back up the data stored on your organizer with HotSync
technology and synchronize the data on your Franklin Planner
Software. Synchronization is a one-step procedure that ensures

Page 20 Chapter 1
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4.
„Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2.
„Print your Date Book, Address Book, Task List, and Memo Pad
information on any printer.
Installing Franklin Planner Software
See the Franklin Planner Software User’s Manual for instructions on how
to install Franklin Planner Software on your desktop computer.
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your organizer screen is the basic action that
gets things done on your organizer.
The first time you start your organizer, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your organizer with its
touch-sensitive screen so that when you tap an element on the screen,
the organizer can detect exactly which task you want to perform.
Important:Always use the point of the stylus for tapping or making
strokes on the organizer screen. Never use an actual pen,
pencil, or other sharp object to write on the organizer
screen.
With your organizer turned on, you can tap the organizer screen to do
many operations, such as the following:
„Open applications
„Choose menu commands
„Initiate a global Find operation
„Select options in dialog boxes
„Open the onscreen keyboards
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.