Welcome to Field2Base User Training

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Welcome to Field2Base User Training
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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

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The Value of Field2Base

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

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Field2Base from the Job Site
Architects, Engineers, Managers
Owners, Developers
Suppliers
F2B Server Central Communications
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Field2Base Documentation http//intranet.field2ba
se.com/training/
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Field2Base Program Updates

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

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Field2Base Assistance

• Field2Base Technical Support
• f2bsupport_at_field2base.com
• 919-462-8500 x5
• Field2Base Training Services
• f2btrain_at_field2base.com
• 919-462-8500 x161

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Tablet PC

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

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Best Practices

• Tablet PC problems? Restart
• Power Scheme is set to Always On
• DayBattery awareness. Plug in the Tablet
  whenever possible (vehicle charger recommended)
• NightTablet PC plugged in and turned on
• Reboot the Tablet PC every morning
• Run Windows Update on a regular basis

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The Tablet PC Tutorials

• Start gtAll Programs gt Tablet PC gtTablet PC
  Tutorials

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Comfortable Writing Position
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Pen Calibration

• Tablet and Pen Settings
• Control Panel
• Task Bar

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The Tablet PC Input Panel

• Writing Pad
• Character Pad
• On-Screen Keyboard

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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.

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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

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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.
• Lets incorporate that situation or something
  similar as we go through Field2Base.

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Field2Base Demonstration

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

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Project Communication Subject and Attachments

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

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Project Communication Sketch

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

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Project Communication CAD

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

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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

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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

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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

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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

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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

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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

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Field2Base Final Overview

• Final Exercises and Review
• Questions
• Training Evaluation Form

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Enjoy Using Field2Base