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Infodex Version 2.00 Copyright 1993 by Stevenson Technical Services, Inc. (STSI) 108 Second Avenue West Bertha MN 56437-0297 Phone: (218) 924-2050 FAX: (218) 924-2050 (Ext. 11) The Bertha BBS: (218) 924-2060, 8,N,1 ■─────────────────────────────────────────■ │ Welcome! │ ■─────────────────────────────────────────■ Thank you for trying Infodex! Infodex is a versatile multipurpose database manager used to keep track of names, addresses, telephone numbers, and much more. Track insurance policies, books, computer software, and bulletin board systems, or use one of our generic templates to fit your specific needs! Fields names can be modified to give your database a customized design. If you appreciate Infodex, you are encouraged to call The Bertha BBS at (218) 924-2060, and let us know! Comments, suggestions, and enhancement requests are always welcome! ■─────────────────────────────────────────■ │ Requirements │ ■─────────────────────────────────────────■ To run Infodex reliably, you will need the following: ∙ DOS 3.3 or Higher ∙ IBM PC, PC-Compatible or MS-DOS 286 Computer (or higher) . Hard Drive and 640K RAM Page 1 ■─────────────────────────────────────────■ │ Table of Contents: │ ■─────────────────────────────────────────■ Title Page & Welcome . . . . . . . . . . . . . . . . . . . . . . . . Page 1 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 1 Quick-Start Instructions . . . . . . . . . . . . . . . . . . . . . . Page 3 Disclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 3 Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 3 Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . Page 4 Installing Infodex . . . . . . . . . . . . . . . . . . . . . . . . . Page 4 Executing Infodex . . . . . . . . . . . . . . . . . . . . . . . . . Page 4 Creating A New Database . . . . . . . . . . . . . . . . . . . . . . Page 4 Keyboard Commands . . . . . . . . . . . . . . . . . . . . . . . . . Page 5 Infodex Templates . . . . . . . . . . . . . . . . . . . . . . . . . Page 6 Editing Commands . . . . . . . . . . . . . . . . . . . . . . . . . . Page 9 File Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . Page 11 Infodex Options . . . . . . . . . . . . . . . . . . . . . . . . . . Page 12 Register Infodex . . . . . . . . . . . . . . . . . . . . . . . . . . Page 13 Future Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . Page 13 Cautions! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 14 Programs Mentioned . . . . . . . . . . . . . . . . . . . . . . . . . Page 14 Infodex Registration Form . . . . . . . . . . . . . . . . . . . . . Page 15 Page 2 ■─────────────────────────────────────────■ │ Quick-Start Instructions: │ ■─────────────────────────────────────────■ To get Infodex up and running in a hurry, follow these Quick-Start instructions: 1. Run the Install program by logging to the correct drive and directory, and type "INSTALL". 2. Log to the \INFODEX sub-directory, and execute Infodex by typing "INFODEX". ■─────────────────────────────────────────■ │ Disclaimer: │ ■─────────────────────────────────────────■ By using Infodex and/or any of its components, users indicate their acceptance of the following terms: "Infodex is supplied as is. The author disclaims all warranties, expressed or implied, including, without limitation, the warranties of merchantability and of fitness for any purpose. Neither STSI, The Bertha BBS, or any STSI employees will be held responsible for any damages, direct or consequential, which may result from the use of Infodex and/or any of its components." "Information in this documentation is subject to change without notice and does not represent a commitment on the part of STSI. STSI may make improvements and/or changes in this documentation or in the products and/or programs described in this documentation at any time." ■─────────────────────────────────────────■ │ Registration: │ ■─────────────────────────────────────────■ Infodex is distributed under the shareware concept. It is NOT free! You may try Infodex for a period of two weeks. After this period, you must either discontinue using it, or register it. Registration is only $34.95. By registering, you will receive the latest version of Infodex on 3 1/2" and 5 1/4" diskettes, a manual, technical support, notification of updates and upgrades, and a registration number for Infodex. (Registration also removes all nag screens!) To order Infodex and receive a registration number, call STSI at (218) 924- 2050, and charge it to your Visa, MasterCard, American Express, or Discover credit card. Or send a check or money order to: Stevenson Technical Services, Inc., 108 Second Avenue West, PO Box 297, Bertha MN 56437-0297 U.S.A. For further registration information and pricing, please read the REGISTER.DOC file included with Infodex. There is also a registration form contained at the end of this documentation file. Page 3 ■─────────────────────────────────────────■ │ Technical Support: │ ■─────────────────────────────────────────■ Technical support is available to Infodex users through the following means: The Bertha BBS: New versions of Infodex will be posted here as soon as they are available. The Bertha BBS uses a U.S. Robotics Dual- Standard Modem, which is capable of V.32bis, V.32, HST, and 2400 baud connect speeds. The access number for The Bertha BBS is (218)-924-2060. Technical support questions should be addressed to the SYSOP. STSI FAX: STSI has a FAX machine on-line 24 hours-a-day to accept FAX transmissions. Technical support questions / problems may be faxed to (218) 924-2050. Most FAX transmissions will be automatically routed to the FAX machine. If you have problems reaching our FAX machine, wait until after the first ring, press 11, and then begin transmitting. Telephone: Technical support calls may be placed at (218) 924-2050. Office hours are from 8:00 a.m. - 5:00 p.m., Monday through Friday, and 8:00 a.m. - 11:00 a.m. on Saturdays. ■─────────────────────────────────────────■ │ Installing Infodex │ ■─────────────────────────────────────────■ The files needed to properly install Infodex are listed in the file PACKING.LST. Log to the drive where you are installing Infodex from, and type "INSTALL". The installation program will ask you where you are installing Infodex from (usually, the current directory), and the location where the program files should be stored. (The default destination directory is C:\INFODEX.) Infodex can be installed on any drive in your system, including network drives. ■─────────────────────────────────────────■ │ Executing Infodex │ ■─────────────────────────────────────────■ To execute Infodex, type "INFODEX" from the \INFODEX sub-directory, and press [ENTER]. Infodex's desktop will display the main menu, along with an information dialog box containing version and copyright information. ■─────────────────────────────────────────■ │ Creating A New Database │ ■─────────────────────────────────────────■ To create a new database, select "Create A New Database" from the Infodex main menu. A sub-menu will pop up allowing you to choose which template to use for your database. Use the up and down arrow keys or the mouse to scroll through the list of available template. When you have highlighted the template you Page 4 want to use, press ENTER, and a dialog box will pop-up to prompt you for the filename and description. When creating a database, four new files are created and opened. If your database file was named "TEST", these four files would be named as follows: TEST.DAT -> This file contains the actual data for the database. TEST.IX -> This file contains the indexes, or searching information to allow Infodex to quickly locate a needed record. TEST.INF -> This file contains the customized field names for your template, as well as the specific template type being used. It also manages the last size and position of the Notes field and the Browser screen. This allows you to define a special size and position for the Notes field and Browser screen in each template. TEST.DIA This file manages multiple access to the database in multitasking and network environments. Once you have entered the filename, enter a description in the "Description" field. This text will be shown as the title on the top of the editing screen. To create the database, select Ok, and the database editing screen should appear. To add, edit, delete, or search through records, click on the push buttons on the right side of the editing screen, or read the next section to see a list of keyboard equivalent commands. ■─────────────────────────────────────────■ │ Keyboard Commands │ ■─────────────────────────────────────────■ Infodex supports the use of both the mouse and the keyboard. Persons using the keyboard will want to become familiar with the keys and key combinations available for use within Infodex. Push buttons can be selected by holding down the Alt key and pressing the highlighted letter. Most keyboard commands are listed below: Alt-N Create a new record Alt-E Edit the current record Alt-D Delete the current record Alt-B Browse through a list of all records Alt-R Search for text in one of the key fields Alt-P Print database records to the printer or disk Alt-O View or Edit the current record's notes field PgUp Move to the previous record PgDn Move to the next record Ctrl+Home Move to the first record Ctrl+End Move to the last record Ctrl+PgUp Move to the first record Ctrl+PgDn Move to the last record Home Move to the beginning of the current field End Move to the end of the current field Insert Insert Mode / Overstrike Mode Delete Remove character over the cursor Backspace Remove character left of the cursor Left Arrow Move cursor one character to the left Right Arrow Move cursor one character to the right Enter Move cursor to the next field Tab Move cursor to the next field Shift+Tab Move cursor to the previous field Down Arrow Move cursor to the next field Up Arrow Move cursor to the previous field Page 5 F2 Edit field names for the current template F3 Edit the database description F10 Save the current record ■─────────────────────────────────────────■ │ Infodex Templates │ ■─────────────────────────────────────────■ Infodex is more than a simple name and address tracker. In order to be versatile, Infodex maintains many different templates. Each template is unique, allowing you to store different types of information. There are over a dozen Infodex templates currently available, and others will be added in future releases. Each template contains several fields to cover all types of pertinent information that might need to be contained in a record. Each template is listed below, along with the data fields that are available. BBS's (Standard) BBS Name BBS Sysop Up To 7 Telephone Numbers With Reference Fields Subscription Fee Subscription Date Notes Field (Up To 1K) Searchable fields include the BBS Name, BBS Sysop, and Phone #1 fields. BBS's (Expanded) BBS Name BBS Sysop Address 1 Address2 City, State, & Zip Code Up To 7 Telephone Numbers With Reference Fields Subscription Fee Subscription Date Notes Field (Up To 1K) Searchable fields include the BBS Name, BBS Sysop, and Phone #1 fields. Business (USA Only) Company Address 1 Address 2 City, State, & Zip Code Up to 5 Telephone Numbers With Reference Fields Two Contact Names Customer Number Account Number Notes Field (Up To 2K) Searchable fields include the Company, City, State, Zip Code, Phone #1, Customer Number and Account Number fields. Page 6 Business (International) Company Address 1 Address 2 City, State, & Zip Code Country Up to 5 Telephone Numbers With Reference Fields Two Contact Names Customer Number Account Number Notes Field (Up To 2K) Searchable fields include the Company, City, State, Zip Code, Phone #1, Customer Number and Account Number fields. Generic (Small) 6 Generic Fields Notes Field (Up To 1K) Searchable fields include Field #1, Field #2, and Field #3. Generic (Medium) 12 Generic Fields Notes Field (Up To 1K) Searchable fields include Field #1, Field #2, Field #3, Field #4, and Field #5. Generic (Large) 18 Generic Fields Notes Field (Up To 1K) Searchable fields include Field #1, Field #2, Field #3, Field #4, and Field #5. Insurance Policies Policy Name Policy Number Policy Covers Insurance Company Insurance Agency Agent's Name Agent's Phone Effective Date Expiration Date Policy Value Cash-In Value Notes Field (Up To 1K) Searchable fields include the Policy Name, Insurance Company, and Insurance Agency fields. Page 7 Library (Home/Office) Title Sub-Title Author Publisher ISBN Subject Category Year Notes Field (Up To 1K) Searchable fields include the Title, Author, and Publisher fields. Personal (USA Only) Name Address 1 Address 2 City, State, & Zip Code Up to 5 Telephone Numbers With References Notes Field (Up To 2K) Searchable fields include the Name, City, State, Zip Code, and Phone #1 fields. Personal (International) Name Address 1 Address 2 City, State, & Zip Code Country Up to 5 Telephone Numbers With References Notes Field (Up To 2K) Searchable fields include the Name, City, State, Zip Code, and Phone #1 fields. Recipes Name Category Source Servings Calories Fat Rating Notes Field / Preparation (Up To 4K) Searchable fields include the Name, Category, and Source fields. Software Product Name Version Company/Author Serial # Registration # Page 8 Registered To Date Purchased Purchased From 2 Telephone Numbers Notes Field (Up To 2K) Searchable fields include the Name, Company/Author, and Purchased From fields. When entering a new record, keep in mind that the first field of each record must be unique. For example, in a Business database, you could not enter two records where the Company fields were exactly alike. To do so would cause an error when attempting to save the record. ■─────────────────────────────────────────■ │ Editing Commands │ ■─────────────────────────────────────────■ New - When this button is pushed, Infodex goes into "edit mode", and allows you to enter a new record. When Infodex is in edit mode, you cannot move between records, delete records, call up the browser, or search for data. Once you have finished adding the new record, click on "Save" to save it into the database, or select "Cancel" to exit from Edit Mode. If you have made any changes, Infodex will issue a prompt to make sure that you don't want to save any changes before leaving. Edit - When this button is pushed, Infodex goes into "edit modify", and allows you to modify the current record. When Infodex is in edit mode, you cannot move between records, delete records, call up the browser, or search for data. Once you have finished modifying the current record, click on "Save" to save the modified record into the database, or select "Cancel" to exit from Edit Mode. If you have made any changes, Infodex will issue a prompt to make sure that you don't want to save any changes before leaving. Delete - When the Delete button is selected, Infodex issues a prompt to confirm that you want to delete the current record from the database. When you choose "Yes" at the prompt, the record is deleted, and Infodex resets the record display to the first record in the database. Browse - When this button is pushed, Infodex displays a browsing screen that contains all of the records in the database. To scroll through the browser, use the Up Arrow, Down Arrow, PgUp, and PgDn keys, or the mouse to scroll through all of the records. Pressing a key such as "N" will move the highlight bar to the beginning of the records beginning with the letter "N". Pressing Escape will erase the browser and redisplay the editing screen. Pressing ENTER on the highlighted record will erase the browser and cause Infodex to display the selected record on the editing screen for viewing, editing, or deleting. Search - When the Search button is selected, Infodex displays a Search options screen where you can type the string to search for, and select the field you want to search through. When Ok is selected, the search process begins. Once Infodex completes the search, it will either display a message box indicating that no records were Page 9 found, or it will display the browser screen with a complete list of all records that were found matching the Search String. If you leave the Search String field blank, all records will be displayed in the browser. The search that is performed is not case sensitive, so enter the Search String in upper-case letters or lower-case letters will produce the same result. Print - To print all records within the database, select the Print button. A Print Records dialog box will be displayed, allowing you to select which port the output should be sent to, or if the records should be printed directly to a file. If a File is selected for output, the Filename field must be filled in to specify the name of the file to use. See the Future Enhancements section of this documentation for planned printing features in future versions of Infodex. Notes - When this button is selected, the Notes field is displayed, and any notes associated with the current record are displayed inside this field. This field functions differently depending on whether Infodex is currently in edit mode or not. If Infodex is in edit mode (meaning that a record is currently being added or modified), the Notes field can be edited. If Infodex is not in edit mode, the Notes field can only be viewed, and any keystrokes typed by the user are ignored. Up - Pushing the Up Arrow button will cause the record previous to the current record to be displayed. Down - Pushing the Down Arrow button will cause the record subsequent to the current record to be displayed. Up - Pushing the Up Triangle button will cause the first record in the Triangle database to be displayed. Down - Pushing the Down Triangle button will cause the last record in the Triangle database to be displayed. Save - The Save button is only displayed when Infodex is in edit mode, (F10) and when it is selected, Infodex will attempt to save the current record into the database. Cancel - The Cancel button is only displayed when Infodex is in edit mode, and when it is selected, Infodex will Cancel the editing process, exit from edit mode, and redisplay the current record. F1 - By pressing the F1 function key, users can have access to the Infodex help system. The F1 key should be available at almost any time within Infodex, and will offer helpful information and instructions. F2 - When the F2 function key is pressed (only available when Infodex is NOT in edit mode), Infodex will allow you to edit the field names associated with the current database. For example, if you are using a Business database, and you do not need the Customer Number field, you could change the name of the field to "Contacted", to indicate the last contact date. This allows fields in the database to easily be modified to meet your specific needs. If you change any of the field names and select Ok, Infodex redraws the editing screen with the new field names displayed. F3 - When the F3 function key is pressed (only available when Infodex Page 10 is NOT in edit mode), Infodex will allow you to edit the database description associated with the current database. After editing the description and selecting Ok, Infodex will redraw the editing screen with the new database description displayed on the top of the editing screen. ■─────────────────────────────────────────■ │ File Dialog Boxes │ ■─────────────────────────────────────────■ Description: The file dialog box screens allow users to open or delete an existing database. Note: When opening a database, make sure that the file was originally created with Infodex. Filename: This text field allows users to manually enter the name of a file. If you enter a filename without an extension when opening or deleting a file, Infodex appends a .DAT extension and searches for a file in the current directory. If the file exists, it is automatically selected when you press ENTER. If the file does not exist, Infodex will either advance the cursor to the Files list box for manual selection, or issue an error message, depending on the existing conditions. Files: The Files list box provides users with a way to search the current drive and directory for files with the selected *.DAT file filter. Pressing the SPACE BAR will highlight a file from the list, and pressing ENTER on a highlighted file will instruct Infodex to attempt to open or delete it (depending on the current routine). Directories: The Directories list box displays a list of directories on the currently selected drive, and a list of available drives. The current directory can be changed by pressing ENTER on the desired directory, or clicking on it with the mouse. When a new directory is selected, the "Files" list box is updated to display all files matching the file filter in the new directory. Directory: This non-editable field contains the current drive and path. Use this field as a quick-reference to see where Infodex is looking for files. Ok: The Ok button can be selected when a file has been highlighted from the Files list box. Infodex will then attempt to open or delete the selected file. Cancel: The Cancel button can be selected to cancel the current routine and return to the previous screen. Page 11 ■─────────────────────────────────────────■ │ Infodex Options │ ■─────────────────────────────────────────■ Configuration Options: Description: The options on this screen determine the default behavior of Infodex on your computer system. Optimization: This option is used to specify whether Infodex should optimize database management for Data Integrity or Speed. If Optimize For Data Integrity is chosen, access to certain routines may be impacted by a slight reduction in speed. If Optimize For Speed is chosen, Infodex will attempt to optimize access to routines without a reduction in speed. To ensure data integrity, Optimize For Data Integrity is recommended. Network Type: If you will not be using Infodex on a network or in a multi-user environment, select "None" for this option. If you are using Infodex on a Novell network, select the "Novell NetWare" option, and if you are using any other type of network, select the "MS-Net Compatible" option. Startup File: If a valid filename is entered in this field, Infodex will attempt to load the specified file each time it is executed. The only exception to this rule is if a different filename is entered on the command line when Infodex is executed. If Infodex detects that a filename has been entered as a parameter on the command line, it will open that filename instead of the one specified in the Startup File field. Refresh Delay: This number specifies the number of seconds that Infodex will use as an update interval when displaying the browser screen. If this value is set to 5, Infodex will update the browser screen every 5 seconds with any changes that have made from other workstations working on the same database file. Explode Delay: This number specifies the number of seconds used as an "Explode Delay" for dialog boxes within Infodex. To eliminate all exploding effects, set the number in this field to 0. Ok: When Ok is selected, Infodex saves the options on this screen to the file INFODEX.INI. Cancel: Selecting Cancel leaves all options on this screen in the state they were set to when this screen was initially displayed. View A Template Instead of creating a new database file each time you want to see the layout Page 12 of a template, you can use Infodex's "View A Template" feature. This allows you to view a template's layout without creating a new file. ■─────────────────────────────────────────■ │ Register Infodex │ ■─────────────────────────────────────────■ Description: Once you register Infodex and pay the requested $34.95 fee to STSI for registering, you will receive a registration name and number. Enter your name and number in the fields shown on this screen, and Infodex will be registered to you. You will no longer see "nag screens" or "reminders" pressuring you to register. If your name and number are entered accurately, Infodex will display a thank-you message. Otherwise, Infodex will warn you that the registration number you entered was not valid. Registration Name: The Registration Name text field allows users to enter their personal name or the name of their company or organization. Registration Number: The Registration Number text field allows users to enter the registration number they received from STSI upon registering BOOT'R. For information on how to register, please see the "Registration" section near the top of this documentation file. Ok: Selecting Ok instructs Infodex to save this configuration information to the file INFODEX.INI. Cancel: Selecting Cancel instructs the BOOT'R Editor to ignore any changes that have been made to the previous settings, and return to the main menu. ■─────────────────────────────────────────■ │ Future Enhancements │ ■─────────────────────────────────────────■ The following is a list of planned features and enhancements for future versions of Infodex. Most features will be implemented as soon as possible. * Advanced printing support, including mailing labels for applicable templates. (Also intend to support the printing of the Notes field on printouts.) * More templates! As we receive feedback from our users, we will expand the number of templates that we support. * Scan through all records for a user-specified string. This string will not have to be located at the beginning of a search field. It can be located at any position in any field of the database. * Import databases created with other programs. * Export Infodex databases. Page 13 Although these will be more difficult to implement, we are aiming to support the following features, as well: * Custom (user-defined) layout of the database screen. * Custom layout of printed reports. * Conversion of data files from Infodex version 1.0. Since Infodex was rewritten in a new programming language using a new (better) database manager, it was not *easy* for us to make this version compatible with the old version. Look for a conversion utility in a future version. ■─────────────────────────────────────────■ │ Cautions! │ ■─────────────────────────────────────────■ As with any program that maintains large amounts of data, there is the possibility for data loss. Infodex contains special precautions, such as having the ability to rebuild the database index if it should become corrupt. However, regular data backups are strongly recommended. Hard drives can fail, files can become corrupt, and data loss can occur. Your best protection is a regular (verified) backup! ■─────────────────────────────────────────■ │ Programs Mentioned │ ■─────────────────────────────────────────■ MS-DOS is copyrighted by Microsoft. Page 14 Stevenson Technical Services, Inc. (STSI) 108 Second Avenue West Bertha, MN 56437-0297 Phone: (218) 924-2050 FAX: (218) 924-2050 (Ext. 11) The Bertha BBS: (218) 924-2060, N,8,1 Infodex 2.00 Registration Form Qty Description Price Each Total _____ Infodex Registration $34.95 ________ Includes newest version on 3 1/2" & 5 1/4" diskettes, a manual, technical support, and notification of udpates. _____ Infodex Site-License (# of Users? ____) _______ ________ ┌────────────┬─────────────┐ ┌────────────┬─────────────┐ │ # of Users │ Price │ │ # of Users │ Price │ ├────────────┼─────────────┤ ├────────────┼─────────────┤ │ 5 │ $150.00 │ │ 50 │ $900.00 │ │ 10 │ $275.00 │ │ 100 │ $1500.00 │ │ 20 │ $500.00 │ │ More? │ CALL │ └────────────┴─────────────┘ └────────────┴─────────────┘ Sub-Total: ________ Minnesota Residents Add 6.5% Sales Tax: ________ (Foreign Orders Please Add $7.50 S&H): ________ Total: ________ Name: ___________________________________ Title: ______________________ Company: __________________________________________________________________ Address: ______________________________ City: ____________________________ State: ___________ Zip Code: _______________ Phone: ___________________ Please Register Infodex To This Name: _____________________________________ Method of Payment: ___ Visa/MC ___ American Express ___ Discover ___ Check/Money Order Enclosed (Checks/MO's must be in U.S. Funds drawn on a U.S. Bank!) Credit Card #: __________________________________ Expiration Date: ___/___ Name on Card: _______________________ Signature: _________________________ Comments / Suggestions: ___________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ Page 15 Please take a minute to answer the following questions. Your answers will assist us in improving and marketing Infodex. (Check all that apply.) Where did you hear about Infodex? [ ] BBS [ ] Catalog/Magazine [ ] Friend/Relative [ ] Other What operating systems / environments do you use? [ ] DOS [ ] Windows [ ] DESQview/DESQview/X [ ] OS/2 What templates of Infodex do you use? [ ] 1. BBS (Standard) [ ] 8. Insurance Policies [ ] 2. BBS Expanded [ ] 9. Library (Home/Office) [ ] 3. Business (USA Only) [ ] 10. Personal (USA Only) [ ] 4. Business (International) [ ] 11. Personal (International) [ ] 5. Generic (Small) [ ] 12. Recipes [ ] 6. Generic (Medium) [ ] 13. Software [ ] 7. Generic (Large) Which Infodex template (from previous list) do you like/use the most? __________________________________________________________________________ What feature(s) do you like the most about Infodex? _____________________ __________________________________________________________________________ __________________________________________________________________________ What feature(s) would you like to see added to Infodex? _________________ __________________________________________________________________________ __________________________________________________________________________ Additional Comments: ____________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ May We Quote You? [ ] Yes [ ] No [ ] Doesn't Matter Page 16