Welcome to Field2Base User

Training

• 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.

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

The Value of Field2Base

Field2Base™ from the Job Site Architects,

Engineers,Managers

F2B ServerCentral

Communications

Owners, Developers

Suppliers

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

Field2Base Program Updates

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

Field2Base Assistance

Field2Base Technical Support

f2bsupport@field2base.com

919-462-8500 x5

Field2Base Training Services

f2btrain@field2base.com

919-462-8500 x161

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

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

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

Comfortable Writing Position

Pen Calibration

• Tablet and Pen Settings • Control Panel• Task Bar

The Tablet PC Input Panel

• Writing Pad• Character Pad• On-Screen

Keyboard

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.

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

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.

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

Project Communication –Subject and Attachments

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

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

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

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

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

• 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

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

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

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

• Final Exercises and Review• Questions• Training Evaluation Form

Field2Base Final Overview

Enjoy Using Field2Base