Table of Contents Logging on Introduction to the layout Home and Announcements Knowledge Sharing

1. Using the f3 Business System • Table of Contents • Logging on • Introduction to the layout • Home and Announcements • Knowledge Sharing • Project Management

2. How to Login to the f3 Knowledge System 1. Go to the login site at http://www.f3technologies.com/f3/app/login.aspx 2. If you do not have a your user ID and password, email or call the System Administrator. System Administrators Stephanie Miller Smiller@roulacglobal.com Or Frank Connor Frank@f3technologies.com

3. Introduction to the Layout of KS 1. 2. Upon logging in, the welcome message and home page are displayed. Welcome Message - Access your personal account, home page, and logout of the system from here. Top Navigation Pane - Contains icon links to the modules of KS Left Navigation Pane - Contains Email/Announcement Center, Calendar, Message Board, and Employee Directory. 3.

4. Left Navigation Pane and Content Pane 1a. 2. The Left Navigation Pane operates with a “tree” organization. a. The Home bar has 5 category trees: i. Email/Announcements - compose and read emails ii. Calendar - view the corporate calendar iii. Message Boards - chat tools iv. Project Management - view projects and report time v. Employee Directory - view employee contact information b. The Knowledge Sharing bar leads to the search function for the knowledge sharing module. 2. The Content Pane displays announcements for Home module and folders or files for the Knowledge Sharing module.(This is different now – it’s called the dashboard.) 1b.

5. Knowledge Sharing 1. 1. Access the Knowledge Sharing database by selecting “Knowledge” from the Component Menu.

6. Knowledge Sharing 2. 1. Select a directory from the Directory List on the left side of the screen. Selecting a file from the drop -down menu (2) will prompt you to download the file to disk.

7. Knowledge Sharing To do a quick upload, select “Browse” on the right side of the drop-down selections. To upload more than one file at a time, select additional files by using the CTRL or SHIFT keys.

8. Knowledge Sharing Uploading a Detailed File, cont. To upload a single, detailed file, select Create New.

9. Knowledge Sharing Uploading a Detailed File, cont. 1. Once Create New is selected, the pop-up window to the right appears. Make sure all pop-up blockers are disabled. Browse for the desired file. Enter a complete, detaileddescription of the desired file. It is recommended to be as detailed as possible to ensure accurate searches. Enter keywords that are best associated with the desired file. 2. 3.

10. Knowledge Sharing Creating a New Directory 1. First, make sure all pop-up windows are disabled. Then, right-click on the folder that you would like your new folder to exist under and choose “New Directory”.

11. Knowledge Sharing Creating a New Directory 1. 1. If you would like your folder to appear in the root directory, right-click on System tree node and choose New Directory. This will launch a new window.

12. Knowledge Sharing Editing Directories To edit a directory and manage permissions, right-click on the desired folder and choose Edit Directory. Make sure pop-up blockers are disabled because a new window (illustrated at right) will appear.

13. Knowledge Sharing Deleting Directories To delete a directory, right-click on the desired directory and choose Delete Directory.

14. Knowledge Sharing Moving Directories To move a folder or director to another folder/directory, select the desired folder/directory, then while holding down the cursor, drag and drop (release) it into the new location. To display subfolders within the destination folder, hold the folder/directory over the destination folder

15. Knowledge Sharing Adding a New Version of a File To add a new version of a file, right-click on the file you would like to add a version to and choose New Version.

16. Knowledge Sharing Viewing Messages Associated with a File To view message-board messages associated with a file, right-click on the file and choose View Messages.