Welcome to Web Administrator

Training Session

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

Field2Base will generate an e-mail and provide website link, user name and password.

Log InNote the unique Company ID in the URL Address

Select My Profile to make any Web Administrator information edits. Web Administrators are not visible in “Users”.

Change your User Name (log-in), correct spelling, e-mail address, phone number and Submit.

Change Password

Multiple Project Selection in Field2Base

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?

One Designated ProjectEach company is assigned one project to start. Usually one project is sufficient.

Multiple ProjectsA company can opt to have multiple projects. Please contact Field2Base to enable Projects.

Add/Edit a Project

Populate fields in the Project Detail window with new project information and Submit.

Edit BCC Users to designate users to receive all project attachments sent from Field2Base. Select Submit when finished.

Delete a Project

Please contact f2bsupport@field2base.com or call 919-462-8500 ext. 5 to remove a project.

Field2Base User & RFI Recipient List from the Digital Envelope. Recipients are also listed for a user sending a Form or Report.

Upload Contacts from Microsoft OutlookCreate a .CSV file and Upload to Field2Base

Add/Edit Users (Recipients)Users can be Field2Base Tablet PC Users or recipients of Field2Base communications.

Type user information. Red Asterisks are required.

Password may not be applicable;however, it is still required

Assign Projects (Option 1)Select Assign Users Projects or while editing a user, select the Assign Projects.

Designate the user; add or remove the applicable projects.

Assign Projects (Option 2)

Select the Assign Projects from the main menu.

Select the appropriate project to designate Users to.

Delete a UserNo “undo” feature or “recycle bin”.

Field2Base My Filing CabinetAll uploaded documents can be viewed and annotated.

.DWG and .DXF can also be annotated from Project Communications>CAD.

Upload Documents

.DWG, .DXF (version 2000)

.PDF, .DOC, .XLS, .BMP, .JPG, & .TIF

Re-Upload a Revised Document

Remove DocumentsDisplays uploaded docs and published forms (.eforms)

Browse Documents to view what’s been uploaded

View per Project. Select the Back button when finished viewing. A revised document can be uploaded again to overwrite existing document.

Reporting Rights – Display Usage Report

Dashboard Reporting – Tablet Status & Traffic

Tablet Status – Verify Version (Patch) Installed

View Traffic – Display an Activity Report

Forms (Company Forms Designer/Publisher)

Log Out or Close Window to Exit:

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

Field2Base Technical SupportTrouble or questions, please contact technical support:f2bsupport@field2base.com919-462-8500 ext. 5

Field2Base Training ServicesTo schedule training or questions, please contact:f2btrain@field2base.com919-462-8500 ext.161

Assistance

Questions/Review?