welcome to web administrator training session. field2base will provide you with applicable web...
TRANSCRIPT
![Page 1: Welcome to Web Administrator Training Session. Field2Base will provide you with applicable Web Administrator rights and any combination thereof: Administrator](https://reader035.vdocuments.net/reader035/viewer/2022081507/551bf7d1550346a34f8b476a/html5/thumbnails/1.jpg)
Welcome to Web Administrator
Training Session
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Field2Base will provide you with applicable Web Administrator rights and any combination thereof:
• Administrator for one project
• Administrator for multiple projects
• Administrator for reporting
• Administrator for forms
Administrator Rights
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Field2Base will generate an e-mail and provide website link, user name and password.
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Log InNote the unique Company ID in the URL Address
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Select My Profile to make any Web Administrator information edits. Web Administrators are not visible in “Users”.
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Change your User Name (log-in), correct spelling, e-mail address, phone number and Submit.
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Change Password
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Multiple Project Selection in Field2Base
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What is a Company Project in Field2Base?1. Users - Will all Field2Base users communicate with the
same recipients? Or are the majority of recipients different depending on the job?
2. Documents - Will all users utilize the same documents/drawings? Or are they specific to each job?
3. Forms – Will users complete the same forms? Or are they specific to each job?
4. Filing – Is it important to access past records for a specific job and possibly archive documents? Or is everything done from Field2Base applicable for the company project as a whole?
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One Designated ProjectEach company is assigned one project to start. Usually one project is sufficient.
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Multiple ProjectsA company can opt to have multiple projects. Please contact Field2Base to enable Projects.
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Add/Edit a Project
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Populate fields in the Project Detail window with new project information and Submit.
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Edit BCC Users to designate users to receive all project attachments sent from Field2Base. Select Submit when finished.
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Field2Base User & RFI Recipient List from the Digital Envelope. Recipients are also listed for a user sending a Form or Report.
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Upload Contacts from Microsoft OutlookCreate a .CSV file and Upload to Field2Base
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Add/Edit Users (Recipients)Users can be Field2Base Tablet PC Users or recipients of Field2Base communications.
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Type user information. Red Asterisks are required.
Password may not be applicable;however, it is still required
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Assign Projects (Option 1)Select Assign Users Projects or while editing a user, select the Assign Projects.
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Designate the user; add or remove the applicable projects.
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Assign Projects (Option 2)
Select the Assign Projects from the main menu.
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Select the appropriate project to designate Users to.
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Delete a UserNo “undo” feature or “recycle bin”.
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Field2Base My Filing CabinetAll uploaded documents can be viewed and annotated.
.DWG and .DXF can also be annotated from Project Communications>CAD.
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Upload Documents
.DWG, .DXF (version 2000)
.PDF, .DOC, .XLS, .BMP, .JPG, & .TIF
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Re-Upload a Revised Document
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Remove DocumentsDisplays uploaded docs and published forms (.eforms)
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Browse Documents to view what’s been uploaded
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View per Project. Select the Back button when finished viewing. A revised document can be uploaded again to overwrite existing document.
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Reporting Rights – Display Usage Report
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Dashboard Reporting – Tablet Status & Traffic
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Tablet Status – Verify Version (Patch) Installed
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View Traffic – Display an Activity Report
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Forms (Company Forms Designer/Publisher)
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Log Out or Close Window to Exit:
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Field2Base Documentationhttp://intranet.field2base.com/training/
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Field2Base Technical SupportTrouble or questions, please contact technical support:[email protected] ext. 5
Field2Base Training ServicesTo schedule training or questions, please contact:[email protected] ext.161
Assistance
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Questions/Review?