PocketSAFE Installation and Operating Instructions

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PocketSAFE Installation and Operating Instructions

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Place Pocket PC on Cradle to connect with your Desktop computer. ... Wait for Microsoft ActiveSync to complete processing. Start PocketSAFE, if needed ... – PowerPoint PPT presentation

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Title: PocketSAFE Installation and Operating Instructions

1
PocketSAFE Installation and Operating
Instructions
2
Installing PocketSAFE Software

Place Pocket PC on Cradle to connect with your
Desktop computer.
Select Click here to download PocketSAFE on the
SAFE Website.

Select gt I Agree

3
Installing PocketSAFE (Cont)

This screen indicates that PocketSAFE is now
being installed

4
Installing PocketSAFE (Cont)

Select gt OK

5
Installing PocketSAFE (Cont)

Select gt Yes

6
Installing PocketSAFE (Cont)

Check you mobile device for further messages and
select gt OK

Remove the PocketSAFE Installation CD
from your Desktop computer

7
Set Password Protection

In order to protect Case sensitive Information
set a Password by selecting Start gt Settings gt
Password

8
Running PocketSAFE

Place Pocket PC on cradle connected to Desktop
Locate PocketSAFE icon via Start gt PocketSAFE OR
Start gt Programs gt PocketSAFE

9
Running PocketSAFE (Optional)

You can designate one of the Buttons to open
PocketSAFE via Start gt Settings gt Buttons

Highlight the Button that you want to designate
and locate PocketSAFE in the Button Assignment
list and select gt OK.

10
Running Pocket SAFE (Cont)

From the login screen Select File gt Transfer
Basic Data

When transfer is complete Select gtOK

11
Running PocketSAFE (Cont)

Enter your SAFE User ID and Password and Select
gtOK

Select gt Yes to download your Case List

When Transfer is Complete Select gt OK

12
Creating Activity Entries

Remove your Pocket PC from its cradle

Tap the desired Case on your Case List to Open
the Activities Window

13
Creating Activity Entries (Cont)

Select - New to create another Activity on the
same case.
Use the lt and gt buttons to review all non
transferred activities on a case.
Select - Delete to delete the visible activity.
Select - Save to save all entered Activities and
to return to Case List. If select File gt Save
your remain in the window.
Select - Cancel to cancel all unsaved activities
and to return to the Case List.

14
Creating Activity Entries (Cont)

Help Menu Displays the version of PocketSAFE
that you are running.
Edit Menu - provides the following options
Cut
Copy
Paste
Now Date/Time
NOTE Standard Shortcut keys do not work in
PocketSAFE

15
Creating Activity Entries (Cont)

Use the Tab key to move between fields
Use the Enter key to Save (unless your cursor is
in the narrative field).
Enter
Start Date
Start Time (Optional)
Duration
Type
Activity Narrative

16
Transferring Activities to SAFE

Place your Pocket PC on the Cradle
Wait for Microsoft ActiveSync to complete
processing
Start PocketSAFE, if needed
Select File gt Transfer Activities

17
Transferring Activities (Cont)

When Activity Transfer is Complete - Tap OK

NOTE Transferred Activities are posted to your
cases as Transcribed Drafts at 10 minutes past
each hour.
18
If you would like to be able to display your
Pocket PC screen on your desktop monitor and be
able to use your desktop keyboard to enter
information into you Pocket PC, then go to the
following site
www.microsoft.com/technet/prodtechnol/wce/download
s/ppctoys.mspxEFAA
Download Remote Display Control for Pocket
PC
19
PocketSAFE