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Welcome to Field2Base User Training
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Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Dec 14, 2015

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Elliott Sailors
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Page 1: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Welcome to Field2Base User

Training

Page 2: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

• 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

Field2Base, Inc.

Page 3: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

• Mobility with Wireless Connection• Problem Solving Communication• User Friendly Interface• Annotating• Photographs • Customized Forms• Keeping Records

The Value of Field2Base

Page 4: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Field2Base™ from the Job Site Architects,

Engineers,Managers

F2B ServerCentral

Communications

Owners, Developers

Suppliers

Page 5: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 6: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Field2Base Program Updates

• Customer Feedback and Suggestions• Enhancements and Features• New Release Notification• Importance of Keeping Tablet On• Release Notes Document

Page 7: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Field2Base Assistance

Field2Base Technical Support

[email protected]

919-462-8500 x5

Field2Base Training Services

[email protected]

919-462-8500 x161

Page 8: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 9: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 10: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

The Tablet PC TutorialsStart >All Programs > Tablet PC >Tablet PC Tutorials

Page 11: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Comfortable Writing Position

Page 12: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Pen Calibration

• Tablet and Pen Settings • Control Panel• Task Bar

Page 13: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

The Tablet PC Input Panel

• Writing Pad• Character Pad• On-Screen

Keyboard

Page 14: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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.

Page 15: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Network Connectivity1. Wireless Network Connection (Wi-Fi)2. Cellular Card (Provider Coverage)3. LAN Wired Connection

– Field2Base Server Tablet Contact– Do not close Cellular Card Window Manager– Internet Explorer access requires connection– Outlook Web Access Microsoft Exchange

Page 16: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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.

Page 17: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 18: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Project Communication –Subject and Attachments

• Field2Base New Mail Message• Change the Subject• Edit/Delete Attachments• Back to Menu

Page 19: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 20: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 21: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Project Communication – Add A Document

• Suggested Uses– Attach a Supporting Document– Send a document from Field2Base

instead of Outlook

• Browse to Add a Document• Edit/Delete Attachment• Exercises and Review

Page 22: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 23: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

• Why Save a Draft?• Back Out• Save a Draft• Change the Subject Name• Retrieve a Saved Draft• Additional Edits or Attachments• Exercises and Review

Project Communication – Select a Draft

Page 24: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 25: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 26: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

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

Page 27: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

• Final Exercises and Review• Questions• Training Evaluation Form

Field2Base Final Overview

Page 28: Welcome to Field2Base User Training. Founded 2002 in Raleigh, NC Software company with focus on automation of field communications 68 patent claims Certified.

Enjoy Using Field2Base