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Welcome to Field2Base User Training

Welcome to Field2Base User Training. Field2Base, Inc. . Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified Microsoft Tablet PC Partner www.field2base.com. The Value of Field2Base. Mobility with Wireless Connection

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Welcome to Field2Base User Training

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  1. Welcome to Field2Base User Training

  2. Field2Base, Inc. • Founded 2002 in Raleigh, NC • Software company with focus on automation of field communications • 68 patent claims • Certified Microsoft Tablet PC Partner • www.field2base.com

  3. The Value of Field2Base • Mobility with Wireless Connection • Problem Solving Communication • User Friendly Interface • Annotating • Photographs • Customized Forms • Keeping Records

  4. Field2Base™ from the Job Site Architects, Engineers, Managers Owners, Developers Suppliers F2B Server Central Communications

  5. Field2Base Documentationhttp://intranet.field2base.com/training/

  6. Field2Base Program Updates • Customer Feedback and Suggestions • Enhancements and Features • New Release Notification • Importance of Keeping Tablet On • Release Notes Document

  7. Field2Base Assistance Field2Base Technical Support f2bsupport@field2base.com 919-462-8500 x5 Field2Base Training Services f2btrain@field2base.com 919-462-8500 x161

  8. Tablet PC • Power Scheme/Battery • Brightness • Mute • Rotate Button • Windows Task Manager

  9. Best Practices • Tablet PC problems? Restart • Power Scheme is set to “Always On” • Day—Battery awareness. Plug in the Tablet whenever possible (vehicle charger recommended) • Night—Tablet PC plugged in and turned on • Reboot the Tablet PC every morning • Run “Windows Update” on a regular basis

  10. The Tablet PC Tutorials Start >All Programs > Tablet PC >Tablet PC Tutorials

  11. Comfortable Writing Position

  12. Pen Calibration • Tablet and Pen Settings • Control Panel • Task Bar

  13. The Tablet PC Input Panel • Writing Pad • Character Pad • On-Screen Keyboard

  14. Docking The Tablet PC Input Panel Docking the on-screen keyboard is necessary to not hide the part of the window that you need to type in.

  15. Network Connectivity • Wireless Network Connection (Wi-Fi) • Cellular Card (Provider Coverage) • LAN Wired Connection • Field2Base Server Tablet Contact • Do not close Cellular Card Window Manager • Internet Explorer access requires connection • Outlook Web Access Microsoft Exchange

  16. Field2Base Process & Solutions • What type of field work do you do? • Think of a problem you encountered on the job and how you handled the situation. • Let’s incorporate that situation or something similar as we go through Field2Base.

  17. Field2Base Demonstration • Project(s) Switch • Last Server Contact • Help • Minimize • Menu Options • Exercises and Review

  18. Project Communication –Subject and Attachments • Field2Base New Mail Message • Change the Subject • Edit/Delete Attachments • Back to Menu

  19. Project Communication – Sketch • Suggested Uses • Select a Background • Annotation Menu Options • Save a Sketch • Edit/Delete Attachment • Exercises and Review

  20. Project Communication – CAD • Suggested Uses • Select a CAD • Pan • Zoom In and Zoom Out • Annotate • Save Attachment • Edit/Delete Attachment • Exercises and Review

  21. Project Communication – Add A Document • Suggested Uses • Attach a Supporting Document • Send a document from Field2Baseinstead of Outlook • Browse to Add a Document • Edit/Delete Attachment • Exercises and Review

  22. Project Communication – Take a Photograph • Suggested Uses • Compatible Camera Type • Canon Camera Model • Logitech • Focus Capability • Snap the Photograph • Annotate and Save • Edit/Delete Attachment

  23. Project Communication – Select a Draft • Why Save a Draft? • Back Out • Save a Draft • Change the Subject Name • Retrieve a Saved Draft • Additional Edits or Attachments • Exercises and Review

  24. Project Communication – Send Digital Envelope • Change the Subject • Recipient List • Add a Temporary Recipient • Customize Recipient List • Remove Attachment(s) • Send Attachment(s) • Exercises and Review

  25. Forms and Reports • How Forms are Published • Select and View a Form • Filling out a Form & Features • Menu Options • Tips • Save a Draft • Send a Form • Exercises and Review

  26. My Filing Cabinet • Documents in My Filing Cabinet • Annotate on a Document and Send • View a Form (.eform) and print • View a RFI (Request For Information) • Resend • Save to Disk • Menu Options • Customize – Show All • Exercises and Review

  27. Field2Base Final Overview • Final Exercises and Review • Questions • Training Evaluation Form

  28. Enjoy Using Field2Base

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