Quick Guide

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Quick Guide Master Lock Field iD “Getting to know your Master Lock Field iD, and tame your inspection routine.”

Neves, Leeza 7/8/2015

Contents Quick Guide to Field iD ................................................................................................................................. 3 Getting to know Field iD ............................................................................................................................... 4 Getting to know more about Field iD ........................................................................................................... 5 Adding Assets Type Group ............................................................................................................................ 6 Let’s add your Asset Type New ..................................................................................................................... 7 Creating your Asset ....................................................................................................................................... 8 Creating an Event Type ................................................................................................................................. 9 Manage Event Type .................................................................................................................................... 10 Find Equipment/Asset................................................................................................................................. 11 Filter Search ................................................................................................................................................ 12 Performing Events/Inspections ................................................................................................................... 13 Performing Events/Inspections Cont... ....................................................................................................... 14 Search Reporting – Finding Events/Inspections/Schedules ........................................................................ 15 Search Reporting – Finding Events/Inspections/Schedules Cont... ............................................................ 16 Performing Group Actions .......................................................................................................................... 17 Getting to know your Dashboard ............................................................................................................... 18 Dashboards ................................................................................................................................................. 19 Adding a Widget.......................................................................................................................................... 20 Completed Events ....................................................................................................................................... 21 Assets by Status .......................................................................................................................................... 22 Assets by Jobs ............................................................................................................................................. 22 Field ID News & Updates ............................................................................................................................ 23 Upcoming Schedule Events ......................................................................................................................... 23 Event KPIs (Key Performance Indicator ...................................................................................................... 24 Event KPIs dashboard widget...................................................................................................................... 24 Assets Identified.......................................................................................................................................... 24 Event Completeness ................................................................................................................................... 25 Work............................................................................................................................................................ 25

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Actions by Priority ....................................................................................................................................... 25 Event Type Groups Overview ...................................................................................................................... 26 Actions Setup .............................................................................................................................................. 28 Create Action Event Type Group - Optional ............................................................................................... 28 Create Action Event Types .......................................................................................................................... 28 Scoring......................................................................................................................................................... 30 How to create a Score Event ....................................................................................................................... 30 Owners, Users & Locations ......................................................................................................................... 33 User Accounts ............................................................................................................................................. 34 Users ........................................................................................................................................................... 35 Templates.................................................................................................................................................... 40 Setup ........................................................................................................................................................... 45 System Settings ........................................................................................................................................... 46 Procedure Approval .................................................................................................................................... 48 Branding ...................................................................................................................................................... 50 Field ID Plan ................................................................................................................................................ 52 Trending (Beta) ........................................................................................................................................... 53 Field ID Mobile ............................................................................................................................................ 54

http://help.fieldid.com/ http://customers.fieldid.com/

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Quick Guide to Field iD Safety and compliance has never been more complex, but the tools available for managing work in this vital field have never been so simple. Field ID is the world leader in Inspection and Safety Compliance Software for smartphones, tablets and the web. It gives you instant real-time access to inspection software checklists, job site audits, employee training and recertification schedules, corrective actions and preventive actions. Field iD is an innovative safety and compliance solution that combines the power of cloud-based software with mobile devices operating on Google Android and Apple iOS. It's a window into your complete safety and compliance system. In this Quick Guide we will take you through the basic of setting up your Field iD account; but first let’s get to know some function button that you will be using.

Login:

1. 2. 3. 4.

Navigate to companyname.fieldid.com (ie: abc.fieldid.com) Enter your user name, (provided to you from Field iD representative) Put in your password. Login

abc

********

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Getting to know Field iD

Once you have log in, let’s get familiar with your tools before we start anything. See the diagram below, to help further explain what each of these buttons mean.

Assets in Field ID are any physical assets that you need to keep track of; such as equipment, locations, facilities and / or people. Assets have events performed on them such as inspections, repairs or audits

Places: How you manage your owners (ie: locations, customers, division)

Searching is broken into 3 distinct parts, Assets, Reporting and Schedules. All three are searches but on different data with different filters and information.

Events in Field ID are actions that are performed on assets. Examples of events are inspections, audits, tests, preventative maintenance or certifications. Events can be completed as a scheduled task or unscheduled.

Setup Tags: organizations, system settings, setup wizard, branding, your field id plan

Reporting search is based on completed Events (i.e. your inspections or audits). Any results returned are the completed events on your assets based on the criteria that you entered.

This header that you are seeing are for ADMIN users, if you have a different user statues que you will not see these headings. Please visit: Users.

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Getting to know more about Field iD Now that you are log in, and you see the option page, but what do each of them really mean? What does it do? How are they tied together in working harmony? Let’s not wait any longer and let’s get to know more about Field iD. Asset Type: Asset Types in Field ID are used to describe the different types of items you are going to track in Field ID. Examples of Asset Types are Fire Extinguishers, Chain Slings, Facility, Employee, Job Site or Bucket Truck. You will setup the descriptive attributes that describe the asset type. Event Type: Event Types in Field ID are where you will enter your checklists or forms that you current perform on paper. Each Event Type will be a separate action that will be performed on your events. For example, Facility Audit, Preventative Maintenance, Visual Inspection are all Event Types. New Assets: Field ID is any physical assets that you need to keep track of; such as equipment, locations, facilities and / or people. Assets have events performed on them such as inspections, repairs or audits. Asset Search: Asset search will allow you to perform a filtered search for the assets (equipment, locations, and employees) that you are tracking in Field ID. Using the combination of filters and selectable display columns you can customize the output of the search. To get started click on Search from the top menu New Event: Events in Field ID are actions that are performed on assets. Examples of events are inspections, audits, tests, preventative maintenance or certifications. Events can be completed as a scheduled task or unscheduled. Reporting: The reporting column layout provides the ability to organize the search field results as a standard for every user logging into Field ID.

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Adding Assets Type Group

Now that you are familiar with the button function and what they do, let’s add the first thing that you need before considering doing anything else and that is: Create your Assets Type Group 1. 2. 3. 4. 5.

Navigate to Setup Hover over the drop down menu to Assets & Events Slide your mouse over to Asset Type Group and press click Click Add (on your right side) Group Details (Add the NAME of the group that will be associate with your asset that you want to have it affiliated with ie: Vehicles ) 6. Press SAVE

Create Groups to organize your asset types, is not something that you have to have, however it is good to start doing so that you can keep your asset more organized.

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Let’s add your Asset Type New 1) Navigate to Set Up 1. Hover over Assets & Events 2. Move your mouse to Asset type (to the right) Press Click 3. Navigate to the right and click Add 4. Input the NAME of the Asset (ie. Truck) 5. Group (associate this asset with the group ie: Vehicles) Attributes Use Attributes to setup any number of entry fields for this asset type. (1) VIN# (in the Attribute Name) DATA TYPE (Text Field) –there are other options that you can change to, Text Field will allow the person that is creating the asset to input the information. (a)Add Attribute (2) MAKE (in the Attribute Name) DATA TYPE (Text Field) (a)Add Attributes (3) Continue as much information as you can to identify your asset type.

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Creating your Asset Now that we have your Group Asset Type Setup and you know the type of Asset that you want to inspect, let’s start to create your first unique asset. New Asset a) Identify your assets b) Asset Type (key in Truck.. you will notice that the asset type will be under Vehicle Group) c) #Serial Number (this will identify the name or the Truck that you want to call it) d) Owner: this portion is to specify where you want the asset to be assigned to and to give it the specific location of there the asset is; in this case the location would not matter as it is moved around (unless you have it stationed in one place). This field is great for assets that are stationed in one place i.e.: Building ABC in the basement. e) Asset Details: This is a configurable list that is meant to display the most current status of your asset. Comments: Comment on your asset. f) Asset Image: Can add an image of your asset (comes in handle to reference your asset) g) Fill in the Attributes h) SAVE

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Creating an Event Type To add a new Event Type into your Field ID account go to Setup > Assets & Events > Event Types and click Add in the right corner.

Basic Details     

Name - this is the name of your event type. Typically it's the same name that appears on your existing form Group - select the Event Type Group that you would like to place this Event Type in Printable - this indicates if by default you would like a PDF Report printable Master Event - check this only if you are using Systems and Components Assigned To Can Be Updated - if you have Assigned To enabled and would like to have the ability to change the assignment during this event

Click Save and Add Event Form once your information is filled out.

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Manage Event Type NOTE: When building your checklist you should frequently click "Save now and Continue" to save your form and continue working.

Overview The Event Form is the checklist that will be followed when performing the event. The Event Form consists of sections containing individual criteria which will be graded. Observations are specific recommendations or deficiencies recorded against criteria. Sections When you first come into the Event Form builder you will be asked to put in a section name. The section is usually a heading that will contain a group of similar checklist items. Examples of Sections may be Drivers Cab, General Appearance, Fire Safety or Front Office Areas. Simply type the name of our first section and click Add (or hit Enter). You will now be moved into the second column which is the Criteria

Criteria Settings Provide the ability to change the settings for the selected criteria data types. Once a data type is selected, the third column will display the options available. For more details click Manage Event Type.

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Find Equipment/Asset To find the item you need to inspect, use the Search box on the right hand side of the page. This is the Smart Search. If you know the Unique Id No or Location Tag No. you can type or scan it in this box, press enter and the Asset will load for you. This Search box also comes with autocomplete. As you type the characters of the identifier for your asset, a list of possible matches will appear below. All you have to do is click on the asset you want to load without having to finish typing the full identifier.

Alternately, you can click on the Search menu on the dark grey bar. This will give you a number of filters that you can use to narrow the list of results down to a manageable number so you can find the item(s) that you need.

Asset Search Asset search will allow you to perform a filtered search for the assets (equipment, locations, and employees) that you are tracking in Field ID. Using the combination of filters and selectable display columns you can customize the output of the search. Click on Search from the top of the menu, to get started.

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Filter Search Applying Filters When you run an asset search you can use any combination of filters to show the data you are looking for. For example, "show me all of my equipment on Job Site #1 that is In Need of Repair". To do this we would use the Owner and Asset Status filter to provide that data. Selecting Additional Display Columns Each search that you run can be configured to display different columns. To select or deselect columns expand out the Select Display Columns section.

Beside are the fields that you can have displayed when you run your search. These are all static except for Asset Attributes. The fields in Asset Attributes are the common custom fields have been created under Asset Types.

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Performing Events/Inspections After you have found the asset you need to inspect it. In most cases you will be taken to the asset summary page. Below is an example.

The Asset Summary page displays all of the details regarding the specific item. The left hand side will show all of the defining characteristics about the asset, while the middle shows schedules and the last completed event. Clicking on the Events tab will show only the events whether they are open or complete.

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Performing Events/Inspections Cont... Regardless if you are on the Asset or Event Summary page, you will see the blue Start Event button. Clicking it will take you to the Launch Event page. This page displays all the possible events in two columns. The left side shows all of the scheduled (open) events that are upcoming or overdue whereas the right hand column shows all unscheduled or all events that can be potentially started and completed.

PLEASE NOTE: If there are scheduled events showing it is in your best interest to start the scheduled event as long as the work you are doing is indeed a normally scheduled event. The reason for this is that the schedule will be marked as complete and any email notifications will not show the open event as upcoming or overdue when in reality it has already been done.

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Search Reporting – Finding Events/Inspections/Schedules Reporting search is based on Events (i.e. your inspections or audits). Any results returned are the events on your assets based on the criteria that you entered.

Applying Filters When you run a Reporting search you can use any combination of filters to show the data you are looking for. For example, "show me all Visual Inspections performed last week". To do this we would use the Event Type Group and Date Performed filter to provide that data.

Selecting Additional Display Columns Below are the fields that you can have displayed when you run your search. These are all static except for Asset Attributes and Event Attributes. The fields in Asset Attributes are the common custom fields have been created under Asset Types. The fields in Event Attributes are the common custom fields have been created under Event Types.

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Search Reporting – Finding Events/Inspections/Schedules Cont... Upcoming Events (Scheduled Events) Using Reporting, you have the option to search for upcoming and/or past due events. Below will outline a few filters to use. All Scheduled Events 1. Change Event State to Open 2. Press Search This will show you all upcoming events, whether they are overdue or not. Feel free to use other filters to narrow your results down to a specific 'Owner' or a specific event. All Upcoming Events 1. Change Event State to Open 2. Set 'From Date' to today's date 3. Press Search Feel free to use other filters to narrow your results down to a specific 'Owner' or a specific event. All Overdue Events 1. Change Event State to Open 2. Set 'To Date' to yesterday's date 3. Press Search Feel free to use other filters to narrow your results down to a specific 'Owner' or a specific event.

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Performing Group Actions In the top right corner of the results page will be all of the group actions you can perform. In order to perform any of the Group Actions you first must select the assets you would like to use. Group Actions include: Print Selected Manufacturer Certificates - this will print Field ID manufacturer certificates for all selected assets. (This may or may not appear in your account depending on configuration) The generated file will be available under the Downloads section under My Account. Export to Excel - the excel export will include any of the assets and columns you have selected on the output. Your Excel file will contain the exact same information as displayed on the screen. The generated file will be available under the Downloads section under My Account. Save - this allows you to save this search along with criteria and display columns, allowing you to re-run this at any time without having to re-enter your criteria. Email - this allows you to email this exact search to a specified recipient. Also see Email Notifications. Mass Actions Mass Update - for a detailed overview of mass update read this article - Mass Update on Assets Perform Mass Event - this will kick off performing a common event on all selected assets Mass Schedule - this will allow you to schedule an event for a group if assets Saving a Search Field ID has the ability to save a search that you create. This saves all the criteria and display columns that you selected and you can run this search in the future without having to reselect all the criteria again. All you have to do is click on Save at the top right of the report results, name the search and save it. From now on you can run that saved search from the Saved Items tab. Sharing a Search Once you have saved a search, you can now share this with someone, eg. a customer of yours. This will allow them to run report and view information pertaining to them without the need for them to enter the needed criteria themselves. Running a Saved Search To Run a Saved Search click on the Saved Items tab at the top right corner of the page, locate the Saved Search and click on it.

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Getting to know your Dashboard Dashboard The Field ID dashboard is designed to clearly and prominently show important information each time you log in. The dashboard gives you the ability to select widgets that display information about assets and events in the form of graphs and lists. You may also create multiple dashboards for different views and areas, as well as printing the dashboard. By adding and removing widgets on the dashboard, you have control over what information is shown and how it is presented. Listed below are the eight widgets that can be added to the dashboard, as well as descriptions for what they are, and instructions on how to customize them.

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Multi-Dashboards and Printing Anyone with Field iD may select any widget and configure it to display the necessary information you would like to display based on your permissions. You may now print your dashboard views or email them out to people who need to view the information, multi dashboards may only be viewed separately, and you cannot list them under one view.

Dashboards The dashboards button provides the ability to add multiple dashboards views; this is helpful for widgets that target a specific customer or job site. Click on the Dashboard Button, enter a name of the dashboard, click on save. Once your new empty dashboard is seen, begin selecting the widgets you wish to view. Print Provides the ability to print your dashboard or send the information via Email.

Basic Actions Widgets provide you with a set of basic actions to customize the look and functionality of the dashboard. The following basic actions are available for all widgets on the dashboard: Moving a Widget Widgets can be moved within the dashboard using the mouse. To move a widget that is on the dashboard: 1) Click and hold the double bars at the top-center of the widget. 2) Drag the widget to the desired location. A dashed rectangular box appears when the widget is over a location that it can be moved to. 3) Once the widget is positioned, release the mouse button to place the widget.

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Adding a Widget Widgets can be added to the dashboard from the -Add More- drop-down list. To add a widget to the dashboard: 1) Click the -Add More- drop-down list in the top-right corner of the dashboard. A list of available widgets appears. 2) Click on the name of the widget that you want to add. The selected widget will appear in the top-left of the dashboard. 3) Move the widget to a desired location by following the steps for Moving a Widget. Removing a Widget Widgets can be removed from the dashboard using the mouse. To remove a widget from the dashboard: 1) Click the Close icon in the top-right corner of the widget that you want to remove. 2) The widget will disappear and, if any additional widgets are below it, they will shift upward to fill the space. Dashboard Enhancements  On each widget, you have the ability to add a sub-title which will tell you the date range that the graph is displaying. For example, June 2015.  The tool-tips on each data point now have a clearer indication of the data that is being presented.  We have changed how the filter looks for data. Previously, it looked explicitly for data assigned to the value selected. We have changed that to use the hierarchy that you are used to. So if you select a filter, it will look for data assigned to that value and any children under that value.  The configuration for each widget has been moved to a popup instead of the existing slide-over. Widgets Depending on the information that you want to display, you may choose to use all, none, or a selection of widgets. The following widgets are available to add to the dashboard:

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Completed Events The completed events widget displays all events for the year on either a yearly, quarterly, monthly and weekly graph. This dashboard can only be configured to show a specific customer or all events for the organization.

  

Color Coding – Each color on the graph represents a criterion that is gathered from the results set in a completed event. (Colors cannot be edited) Graph Circles – Hovering over these circles provides the date and total sum of the events completed. Graph by – Viewed as a full year, you can click on Year, Quarter, Month and Week to display the sum of the completed events.

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Options Title – You may enter a name for this dashboard. Date Range - You may select a wide range of dates to be displayed. Owner – Allows you to select the Organization, Job site and Division criteria to be displayed on the dashboard. Save – Allows you to save the selections made. Assets by Status This graph displays the amount of assets in each status category. The information is pulled from the assets page in FieldiD, after an inspection has been completed and the status is selected. Graph Bars - Hovering over the bars on this dashboard also displays the total amount of assets placed in the selected category. Options The following options are available: Title – Allows you to type in your own title. Date Range – Allows the selection of multiple date ranges. Owner – Allows you to display the entire organization or for a specific customer. Assets by Jobs This dashboard will display jobs that have been assigned to the person that is currently logged into FieldiD. Options Allows you to simply edit the name of this dashboard, no other options are available at this time.

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Field ID News & Updates This dashboard is updated by FieldiD and it brings you information on new releases, special announcements and blog updates. The only configuration available on this dashboard is the ability to edit the title. Upcoming Schedule Events The upcoming scheduled events dashboard displays all current and future events that have been scheduled for the primary organization or for a specific customer. Graph Circles - Simply hover over the circle on the graph and it will display the date and the total amount of events scheduled for that date. Show the Next - Selecting either button will display the events for a 7, 30, 60 and 90 day periods. Options Allows you to edit the title of this dashboard as well as selecting the organization, customer and division.

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Event KPIs (Key Performance Indicator The event KPI widget allows you to view the progress to see the number of scheduled, completed and failed inspections, based on the events that have been scheduled. You may enter as many as you like, however, it is advised to place this widget at the bottom of your list to prevent overlap when adding multiple customers.

Graph Circles – Hovering over the circles will provide you with the date and total amount of assets identified. Graph By – Allows you to quickly view the total amount of assets for the year, broken up into yearly, quarterly, monthly and weekly.

Event KPIs dashboard widget Owner – Name of the organization or customer. Scheduled – The number displayed here is the total amount of schedules created for a variety of dates specified in the options menu. Failed – This will display a number of total failed inspections that have been completed for a specified date range. The date range can be selected in the options menu. Options Title – Allows you to edit the name of the widget Date Range – Selecting this drop down allows you to specify the date range from Last Week, to this year, to All time. Choose – Allows you to select the organization and the customer you wish to display. Clicking on the red X next to the name will delete the company from the list. Assets Identified This widget lists the total amount of assets identified in a given period. This can be configured in the options menu to specify the date range.

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Options Title – Allows you to edit the name of the widget. Date Range – This drop down list allows you to filter the data by various date ranges. Owner – Allows you to select the organization, customer and division.

Assigned To and Event type can also be selected.

Event Completeness This widget will chart two lines – a blue line representing all scheduled events and a green line matching those that have been completed. Anytime the green line drops below the blue indicates that there are still scheduled events that have not been completed. All of our standard filters still apply to the widget including the ability to specify a range and a filter. Work The work widget will display either all of the corrective actions that have been created or only the ones assigned to a person that has logged into Field ID. The information is displayed on a monthly view, and you may quickly navigate between months by clicking on the left and right arrows. Selecting the corrective action from the list, will take you directly to the action and provides more information on the work that needs to be completed. You may also configure the widget to display the assigned to, customer or jobsite and by event or asset type. This helps you view the necessary information instead of one large list. Actions by Priority The actions by priority provide data on all of your upcoming and overdue action items grouped by their priority. Each one of the bar graphs may be clicked upon to bring up the reporting screen to allow you to review the information. The configuration icon (cog wheel top right) allows you to change the title of the widget, select a date range and filter by Owner.

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Event Type Groups Overview The purpose of Event Type Groups is not only to group similar events but also to control what the completed events PDF report or certificate look like when they are printed. For example, Pull Tests will have a graph on the printed report where as any Visual Inspection will have a list of criteria and results on the printed report. By grouping them separately you can set the reports to print on the appropriate template. You should create new Event Type Groups if:  You would like to be able to report on groups of events such as Audits or Visual Inspections  You would like a different style PDF report to be printed for a group of Events Create a New Event Type Group  To create a new Event Type Group go to Setup > Assets & Events > Event Type Groups & PDF Report Style  This will show you a complete list of your current Event Type Groups. Click Add in the top right corner.  Name - this is the name of the group. Examples: Audit, Preventative Maintenance, Repair  Report Title - this is the title that will print on the PDF Report PDF Report Style - select the style of the printed report. Click on Preview to see a large preview of what it will look like PDF Observation Report Style - an Observation Report is a second report that can be generated to summarize Recommendations and Deficiencies recorded during the event

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Associating Event Types to an Event Type Group To link an event type to a specific group you have to edit the event type and select the group that you want to use. Also whenever you create a new event type you must select a group. PLEASE NOTE: Clicking “Click here to add a new event type" will create a new event type, not link an existing type to the group. Changing PDF Report Styles for Existing Event Type Group To change the way the printed report looks, you need to change the PDF report style. Go to Setup > Assets & Events > Event Type Groups & PDF Report Style

Select the Edit link beside an existing Event Type Group that you have created. You will now see all of the PDF Report styles that are available in your account. Select a new style and click Save.

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Actions Setup Prior to using corrective actions for your inspections, you must setup the action to take once an issue has been identified for your inspection criteria. Possible Action Types  Corrective Actions  Preventative Actions  Non-Conformance  Repairs Create Action Event Type Group - Optional Actions are simply another Event Type that will hold all of your different actions (Corrective, Preventative, etc.). Since this is needed to use Actions your account has come loaded with one Event Type Group called Actions and one Event Type called Corrective Action. You can either use the action group we created for you or create your own by following these simple steps. 1) Click Setup > Assets & Events > Manage Event Type Groups 2) Click Add 3) Enter the Name (Tip: This is a high-level group name, for example Actions or Tasks) 4) Enter a Report Title (i.e. Follow Up Action) 5) Select a PDF Report style if you would to be able to print out a copy of a completed action Create Action Event Types Now you will create the specific actions you would like to create, assign and track. These could be Corrective Actions, Preventative Actions, Non-conformance or Repairs. Actions are defined in Field ID as any Event Type that is in an Action Event Type Group 1) Click Setup > Assets & Events > Event Types 2) Hover over Add Event Type 3) Click on Action 4) Enter the Name – this is the specific name of the action 5) Select the Action Event Type Group you created or use the one labeled ‘Actions’ 6) Select Printable 7) Click Save

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Priority Codes Each action created will have a priority associated with it. You will notice your account will come loaded with 4 priority codes but feel free to customize these to match your terminology. You will be able to pull reports and create email notifications based on priorities. To customize priority codes: Click Setup > Assets & Events > Priority Codes Auto Schedule The priority auto schedule creates an automatic calendar entry based on the configuration for each priority code. In the below example the priority code Critical may have an auto schedule enabled for the same day, next day etc. You may also select a custom date on how the codes should be scheduled as well.

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General Tips 1) If you require a different print out style (PDF) for different actions use Action Event Type Group to accomplish this 2) You can generate reports based on Action Event Type Groups, Action Event Types and Priority Codes so keep that in mind when naming them 3) Do not use Actions for general notes that do not require an actual human follow up or task. Recommendation and Deficiencies are good to use for that 4) Do not use specific names that you don’t want everyone to see – Actions are global for all users and owners in your account 5) Keep it simple – from experience we find starting with one Action Event Type Group and a few Action Types are plenty for most situations.

Scoring Overview Scoring is the ability to score an inspection providing either a numerical or any other scoring process needed for a particular asset. Scores can be averaged or summed and depending on the criteria previously created, it can then total up the values and display a pass or a fail. How to create a Score Event To create a scoring field to be added to a new or existing event go to Setup > Assets & Events > Event Types > Score Groups then click on Create your first score group button Basic Details Score Group name - this is where we enter the name of the score you wish to create Second column – Once a name is given, you are now able to create the scoring criteria and the value for each name created Save – Saves the recently entered name

To begin, click on the field below score groups and type in the name of the scoring event. The new name will appear above the field where we typed the name. Click anywhere on the new name, this will show a new column to the right in which we can enter the criteria. The first field is where we enter the name of the criteria, selecting “has a value of” from the drop down list, provides the number value we want to associate to the name.

The second value on the drop down list “indicates N/A” once selected provides no entry for a value, it is simply a place holder to indicate not applicable or not available.

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Once we have completed the score criteria, we can now setup the pass / fail criteria based on either the sum or the average of the score. To do this, click on Setup > Assets & Events > Event Types. You can select an existing event or simply create a new one. Once you have selected either one, you may click on the tab named Scoring.

Basic Details · Total the score using the sum or average – Selecting either will provide a number that can be further defined in the fail and pass fields below. · Use total score to calculate result – Placing a check mark here will set the pass/fail in the results field for the overall inspection. · Display section totals - Placing a check mark here will display the totals per section on screen. If your report has this feature enabled, the section scores will also appear on your pdf report. · Display score percentage - Placing a check mark here will automatically calculate a percentage by total and sectional scoring. · Set result to Fail / Pass – In this section you are presented with three options: · Between – You may enter a range of numbers <=(less than, equal to) – Provides a Pass/Fail if the number equals to or is less than the number defined in the field. => (greater than, equal to) – Provides a Pass/Fail if the number equals to or is greater than the number defined in the field. Once we have provided the definitions of what are a pass / fail, we can now add the scoring group into the even form. To do so, select an existing event or create a new one. In the event form, you may either edit a previous checklist or start a new section. Once you begin to enter the inspections checklist, you may select Score from the drop down menu.

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Once you click on add, you are then able to select the name of the score group you created previously. If you have more than one, you can select it from the drop down list.

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Owners, Users & Locations

Owners (Customer / Job Sites) Overview An owner is the terminology that is used in Field ID to represent either Customer or Job Sites that you will be using Field ID for. When you first sign in to your Field ID account you will be asked if you:  provide equipment and services for 3rd party customers or  manage multiple job sites where my equipment is used Depending on how you answer this question you will either be tracking assets for Customers or Job Sites which are generally called Owners. When identifying assets and performing events in Field ID you will assign ownership to Customers or Job Sites. Adding new Owner To add a new Owner click on Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites). In the top right click Add You will now enter the information for the Customer or Job Site.  ID - usually an internal ID that you current use for this Customer or Job Site  Organizational Unit - select what branch this record belongs to  Name - the name that will be displayed throughout your Field ID account All other information is optional. Once you have added a new Customer or Job Site you will have the ability to assign an asset to it.

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Adding a Division Customer or Job Site records have the ability to be two levels. A Division is typically another branch or area under a Customer or Job Site. For Example, Customer Rockwell Construction has two Divisions East and West. Or, Job Site Highway 404 has two Divisions Area 42 and Area 43. Using divisions will allow you to further refine the ownership of asset in your Field ID account. To add a new Division to an existing Owner record simply click on the name of the Owner from Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites) and click the Divisions tab. Then click Add Division link. You will now enter the information for the Division. Division ID - usually an internal ID that you current use for this Customer or Job Site Name - the name that will be displayed throughout your Field ID account.

User Accounts To add a new User Account for a specific Owner please see - Adding a new Customer or Contractor User Importing Owners Field ID gives you the option to import all of your Customer or Job Sites, saving you the time of having to enter them one by one. To do this you need to click on the Import/Export tab on the Manage Customers/Manage Job Sites screen. Once here, download the Excel template. This will give you the fields that you need to fill in as well as give you a sample entry so you have an idea of you your records should look when entering them into the excel template. You can also import divisions using the template. Once you have filled out all the appropriate information save and close the template. Next, click on Upload Excel File and browse for the excel file you just saved. The import tool will check the records you entered making sure there are no errors. If there are any errors, Field ID will tell you where they are and what the error is. Open the excel file, correct the errors and upload the file again. When there aren't any errors, Field ID will show you the progress of the import. Depending on how many records you entered into the excel file it may take a long time to complete. Once it has finished you can click on Setup, then the Owners, Users and Locations tab and lastly click Manage Customers or Manage Job Sites to view all your imported Owners. Exporting Owners Field ID also has the ability to export all your owners to an excel file. To do this you need to click on the Import/Export tab on the Manage Customers/Manage Job Sites screen. Once here, click on "Excel File" under "Export Customers". This will pop-up a window asking you to rename the file if you want to. When you are ready to proceed click "Save and take me to My Downloads". Depending on how many owners you have this process may take a while, but once the Status says completed you can click Download to download the file or click Share to copy the link to allow someone else to download the file. July 2015

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Users To view all users Click on Setup> Owners, Users & Locations> Users Types of Users There are four different types of users in Field ID, Administration, Inspection, and Reporting which have a cost associated to it and Person which is free to add. For more information please contact your sales representative.  Administration Users has the potential to access all of the features and is controlled by defining permissions.  Inspection Users can only perform and edit events and these too are controlled by defining permissions.  Reporting Users can search for data, run reports and may be added to Groups.  Person is only available for the tracking of assets; it allows you to assign an asset to a person eg. Fall Arrest Harness to an employee. There is no cost in creating a Person, they do not receive emails when an asset has been assigned nor do they have access to Field ID. They will receive an email when a corrective action is assigned to them.  Usage Based User provides the ability to create an unlimited number of accounts; these users have access to a set amount of pre purchased events.

Once you select the type of user you would like to add, you will be taken to a form to enter the user details.

Adding a new User To add a new employee user click on Setup > Owners, Users & Locations > Manage Users the click the Add User tab on the right side. Depending on the type of users you have purchased you will be asked to select what type of user account you would like to add, Administration, Inspection, Reporting, or Person.

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Usage Based User - Unlimited Amount This user is only seen when the unlimited user license has been purchased. The purpose of the usage based user is to create an unlimited amount of accounts to perform inspections with a pre-purchased amount of events. You may speak to your sales representative for more information.

Permissions Each user type's permission can be edited to provide the necessary access the Administrator can grant. Administration User - An administration user may have certain permissions turned on or off depending on what the Administrator would like the user to have. They can have the same access level as an Admin or simply the ability to identify a new asset and perform an event. Inspection User and Usage Based- This user may perform inspections but not identify new assets; you may also grant them edit rights to completed events. Reporting User - This user has no permissions to setup, they have the same views as an Administration User and an Inspection user, but cannot identify assets. They are able to edit Owner information and location, but cannot edit the Asset information; they are also limited by the Customer or Jobsite they have been attached to.

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Adding a new Customer or Contractor User To give access to your Field ID account to any 3rd party customer or person start by going to Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites) From the list select the record that you would like to attach a user account to. Then select the Add User link. This will bring you to the Add User form. What you will notice is that the Owner field will contain the record that you just selected. This will ensure that when the user signs into Field ID they will only see the data that belongs to them. All other data will be segregated from them. Adding a User to a Group Once you have created your user, you may now assign them to a previously created group. Simply select from the list in the User Group Field. Note: A person account cannot be assigned to a group! Upgrading an existing User To upgrade or change a user account to a different type, first click on the user that you want to change. Next click on Change Account Type above the User Details. The next screen will allow you to change the account type. After you have completed this step you need to turn the appropriate permissions that the user will need on. Click Save when you are finished.

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Archiving a User To archive a user who will no longer need access to Field ID go to the View All Users listing page. Find the user you would like to Archive and click the Archive link on the right side. To view all archived users or to unarchive users click on the View Archived tab.

Resetting a User’s Password To reset a user’s password click on the appropriate user from the View All User screen. This next screen will give you two options: change the password now or send a password reset link. If you decide to change the password make sure to press Save when you are finished and if you click Send reset email to user, it will send the email to the email address listed in that users' account.

Importing Users To import users in Field ID you need to click on the Import/Export tab in the Manage Users option in the Setup. Once the following page has loaded click Download Excel Import Template to download an excel file in which to enter your users. The file already has the appropriate fields inserted and contains a sample record to show you how the data must be entered. Once you have filled out all the appropriate information save and close the template. Next, click on Upload Excel File and browse for the excel file you just saved. The import tool will check the records you entered making sure there are no errors. If there are any errors, Field ID will tell you where they are and what the error is. Open the excel file, correct the errors and upload the file again. When there aren't any errors, Field ID will show you the progress of the import. Depending on how many records you entered into the excel file it may take a long time to complete. Once it has finished you can click on Setup, then the Owners, Users and Locations tab and lastly click Manage Users to view all of your imported Users. Exporting Users Field ID also has the ability to export all your users to an excel file. To do this you need to click on the Import/Export tab on the Manage Users screen. Once here, click on "Excel File" under "Export Users". This will pop-up a window asking you to rename the file if you want to. When you are ready to proceed click "Save and take me to My Downloads". Depending on how many users you have this process may take up to 10 minutes. You can access the file from your Downloads page under My Account.

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Locations Field ID has an optional field called 'Location' that is searchable through both 'Search' and 'Reporting'. It comes in two instances; Freeform Location and Predefined Locations. Field ID support can enable this feature for you. Freeform Location Freeform location allows you to simply type the location of the asset. When performing searches, adding or editing asset or performing events the location field will appear as a text box for you to enter your data into. Predefined Locations Predefined location is an expansion of the plain text location field that appears by default on every asset and event. This feature allows you to define a location hierarchy with as many levels as needed in the setup and allow your users to select the location they want to add to an asset or event by browsing the tree. It helps to keep spelling and structure consistent. You can also assign predefined locations to specific owners. This allows you to filter certain locations so that they will only appear when the asset or event owner match the one assigned to the location(s).

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Templates

Auto Attributes Auto Attributes provides the ability to pre configure the output data based on the input selected. As an example, if you are adding a new Sling and select a pre-defined Length, Diameter and Angle, the system can select the Working Load Limit. This is helpful for assets that have predefined information, auto attributes cannot calculate a total based on your selection, it can only select it from pre-defined data.

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How to create an Auto Attribute 1. Click on Setup, Templates, Auto-Attributes 2. Select an Asset you wish to create the auto attribute for, in this example we will use a Wire Rope to calculate the working load limit 3. Select any field that contains [C] or [S] which represents Combo Box and Select Box. Click and drag the Field and drop it near the Input Field name 4. For the Output Field, you may now select any field that contains [T] which represents a text box. 5. Once both fields are filled, click on save at the bottom to begin entering the output data which is called Definitions in Field ID 6. Click on Add Definition and begin selecting the Input Fields and output data. 7. Click on Save and Add to continue adding definitions or simply click on Save to finish the definitions. Now that you have created your auto attributes, you may begin adding new assets to the system, and when selecting the Input fields in the Attributes section, the Output will automatically be selected. This feature is available for all devices with the field id app.

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Comment Templates The comment templates provide the ability to create predefined comments, saving you time in typing out common information. How to create a Comments Template 1. Click on Setup, Templates, Comment Templates 2. Select create your first comment template 3. Provide a name for the comment 4. In the Comment Field, you may now type out the wording that will show when the name is selected. 5. Once the information is completed, click on save

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Search Column Layout The search column layout provides the ability to organize the search field results as a standard for every user logging into Field ID. How to setup your search column layout 1. Click on Setup, Templates, Search Column Layout 2. You may click on the X next to the field you wish to remove 3. You may click and drag the field to move it to a different section Default Sorting This section provides the ability to select which field is the default sorting criteria. You may also select the Descending (Newest to Oldest) or Ascending order as well.

4. You may click on Common Fields to select additional information, click on the arrow next to the name for more fields to select 5. Custom Fields for Asset Attributes provides the ability to display the attributes of the assets, simply type the exact name of the attribute to be displayed in search results.

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Reporting Column Layout The reporting column layout provides the ability to organize the search field results as a standard for every user logging into Field ID. How to setup your reporting column layout 1. Click on Setup, Templates, Reporting Column Layout 2. You may click on the X next to the field you wish to remove 3. You may click and drag the field to move it to a different section 4. You may click on Common Fields to select additional information, click on the arrow next to the name for more fields to select 5. Asset Attributes provides the ability to display the attributes of the asset, simply type the exact name of the attribute to be displayed in search results.

Default Sorting This section provides the ability to select which field is the default sorting criteria. You may also select the Descending (Newest to Oldest) or Ascending order as well.

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Setup Organizations Change your Company Name & Address To change your company name or address go to Setup > Settings > Manage Organizations Click on the Edit link beside your Primary Organization to update your name, localization settings, address, website and PDF Image Logo

Adding other Branches Field ID has the capability of adding other branches or physical locations of your company. These are called Secondary Organizations in Field ID. Adding Secondary Organizations will allow you to segregate your customers or job site data between each branch. For example let's use a company called Rockwell Construction and our head office is in Austin, Texas. This would be entered our primary organization. Now there is also a Rockwell Construction East in New York City and a Rockwell Construction West in Oakland, California. These would be our secondary organizations. When adding new customers (or job sites) and employees to Field ID you will be asked to select the Owner. The Owner can either be a primary or secondary organizational unit. Depending on whom you would like to see the data you will assign a customer or user to either the primary or secondary. Assign a customer to the primary organization if:  The customer is serviced or shared by all branches  You would like all employees to see that customer Assign an employee to the primary organization if:  The employee works at the head office  You would like the employee to see customers for both the primary and all secondary organizations Assign a customer to a secondary organization if:  You would like this customer not be visible to other branches (the primary can still view it) Assign an employee to a secondary organization if:  You would like that employee to only see customers and data that belongs to their branch and the primary organization  Hide information from other branches

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System Settings

Date Format To change how dates are displayed in your account go to Setup > System Settings > Date Format

From the drop down select one of the five different date formats. This is how all dates will be displayed throughout your Field ID account.

Extended Options Depending on how your company uses Field ID there are extended options that you may be want to enable or disable. To modify extended options go to Setup > Settings > System Setting Asset Assignment If you track equipment in Field ID that is personally assigned to an employee or contractor and would like to track that ownership in Field ID you will want to enable asset assignment. Other cases where you want to enable Asset Assignment:    

Assign personal responsibility for equipment Search for equipment that belongs to a specific person Track who check's in and out equipment from your warehouse or tool crib Assign a specific asset to a person (employee, customer, contractor)

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Proof Test Integration If your company does Proof or Pull Tests and uses any of the following pull test machines you will want to enable Proof Test Integration. This will allow you to upload the generated file from the pull test machine and have Field ID graph the time / force data. Field ID supports:  Chant  Roberts Testing (Version 8 & 9)  Wirop  National Automation Generate Manufacturer Certificates If your company manufacturer's products that need a certificate issued and would like Field ID to issue these electronically you will want to enable this. Once enabled each asset type you setup will have the ability to enable or disable having a manufacturer's certificate available. Capture GPS Data When using a handheld Device with GPS Field ID can capture the GPS Coordinates of where an asset is identified and where an event has begun. To enable GPS Capture go to Setup > Settings > System Settings. If GPS information is recorded you will see it both on the asset profile page and when viewing the completed event.

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Procedure Approval Enables an authorized person to Publish a procedure, you may assign a group as the approver as well. If left blank, procedures automatically publish, if a person or group is selected an email is sent indicating a procedure is awaiting their review and approval.

Identifier Format & Overrides Each asset added to Field ID must have a primary identifier. This identifier by default is called a Serial Number. You have the option of changing the name and format of the primary identifier as well as setting up overrides for specific asset types. To get started: Setup > System Settings > Settings and look for Identifier Format. Primary Identifier Format The primary identifier is the default that you see throughout your account. This is the label that you will see when adding new assets and performing Asset, Reporting or Schedule searches. The primary identifier should cover the most common case on what you would like use as your primary identifier.

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Overrides In some cases you may be tracking another asset type that requires a different identifier label or format. For example, if you primary are using Field ID for equipment but would like to track employee certificates as well you may want to have the primary identifier for employee by Employee Name instead of Serial Number. To do this click on the Create Identifier Overrides link.

You will see a list of all Asset Types you have setup in your Field ID account. Click the checkbox of the Asset Type you would like to create an override for. Enter a new Label and Auto-Generated Format. Now when adding a new Employee to your Field ID account you will be prompted to enter the Employee Name instead of the Serial Number.

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Branding

Company Logo I n Field ID you can upload your company logo to appear in the top left side of your Field ID account. To upload your company logo go to Setup > Branding. Logos should be either JPG or GIF with size 215 x 61 pixels.

PDF Report Logo

For any PDF file that is generated from Field ID including Certificates and Reports you can add your logo to the top of the report. This is a different logo than your company logo above and can be changed for each organizational unit (or branch) that you have setup in Field ID. To change your PDF Report Logo go to Setup > Manage Organizations and select Edit beside the Organizational Unit you would like to upload a logo for. Scroll to the bottom of the screen and look for PDF Report Image. There are no size restrictions for this image.

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Link to your Corporate Website

On the Field ID Dashboard you can provide a link for your users to go to your Corporate website. To update this link go to Setup > Branding and look for Web Site Address. This URL will be reflected on the main dashboard for all users.

Direct Sign in URL

To find your login URL for your FIeld ID account visit Setup > Widgets. You will see your sign in URL listed. This is the website where all employees, customer and 3rd party contractors will login. Embed Field ID Sign In on your Website

Field ID provides an embedded sign in widget that you can place on your corporate website that will allow users to login to Field ID via your website. To embed a Field ID login on your website copy the code under Setup > Widgets > Embedded Sign In Code

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Field ID Plan

This section will show you the available accounts that you have used and that are available. If you require additional users, you may contact your sales representative about prices.

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Trending (Beta) Trending will work with any event that uses one-click buttons to grade the result. In the future we will add support for other data types such as Text, Measurement, Select / Combo Boxes. The current version of trending does not provide the ability to print; you will have to take a screenshot to provide the ability to print the results. You may contact support via email or phone to provide feedback or you may visit our community site to leave a comment. To begin a trending reports begin to do the following: 1. Hover over Reporting and select Trending (Beta). If you do not see this, contact support to have this feature enabled.

2. Once you select the trending feature you will be asked to select the inspection report and the date range you wish to view.

3. Once you click on Generate Trend, the below image will appear. On the left hand side it will contain the total amount of each button group recorded and on the right hand side starting from highest to lowest the bar graph containing the inspection criteria total numbers. Select the button group you wish to view on the left hand side, and then hover over each bar, this will display the criteria information and the total number that was recorded.

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Field ID Mobile

To get started with the Field iD mobile, you need to download the app from either Apple or Android. *Make sure that you download the latest version.

This is what you will see once your download the software and open the app. 1. Enter your company ID (same as your Desktop log in) 2. Your Username *Same as Desktop log in 3. Password 4. Login

Places: How you manage your owners (ie: locations, customers, division) My Work: Assigned work/Event that is assigned to you the person that is doing the event/inspection or and work. Drafts: Saved events on the device that you have not yet SAVED to cloud. Perform Events: Events/Inspection that can do Mass events. Good for duplication Advanced Search: Specific search for assets/places/inspections/owners Sync Settings: Options to syncing options. General Settings: Setting up your preference ie: language/ Mobile prefix/Counter/Barcode Scanning

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Syncing Data In order to perform events on your assets on the Mobile, you must sync the necessary information to the device first. Since the devices are not always connected to the internet then they must first have the assets stored locally in order to perform events on them. Downloading Data To download assets and events to your handheld you must be connected to the internet whether by connecting the device to your computer or through some wireless technology. To begin syncing your information click Download on the main screen. The next screen will provide some instruction on how to start downloading your assets. To sync your data click "Add" in the lower right corner of the screen. You will be presented with sync options depending on the features you have enabled. The options available are: Customer or Job Site, Job, Location. Everyone will have access to Customer or Job Site. The specific one available depends on the option you chose during the setup wizard but they work the same. When you click "add" you are actually choosing to sync all the assets from that specific Customer or Job Site. Once you have found the appropriate Customer/Jobsite and division (if applicable), click select and you will see it appear on the next screen. This screen shows you what you are syncing with the servers. You can sync multiple items and you can remove the items by clicking on the 'x' beside it. Once you have added (or removed) the items you want click "update now" to start the download. The program may take a while to determine what needs to be downloaded depending on how many items you selected. Next Field ID will ask you if you want to download Assets Only or Assets with Events. The difference is Assets only are only the assets, while Assets with Events also download the previous events to the device. Once you have clicked your choice, you will be presented with a status page letting you know how many records and how much time is left until completion. When it is finished you will be returned to the main Field ID page. NOTE: Job and Location work the same way as Customer/Job Site except you must have the specific feature enabled. Job allows you to download multiple assets based on scheduled events that have been assigned to a specific person and Location allows you to choose assets that have been assigned to previously configure predefined locations.

Uploading Data To upload your events, new assets or edited assets all you have to do is connect the handheld to an internet location. Once Field ID Mobile verifies that you have an internet location it will automatically start uploading the information. The purpose of the "Upload" menu on the main screen is to provide you with a visual counter so that you may track the upload process. When you click "Upload" it shows you how many records have already been uploaded, how many are left to be uploaded and how many have failed. If there are items that have failed just click retry to resend them.

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Adding New Assets The process of adding new assets on the mobile device is almost identical to how it is done on the web. To begin, click Identify. Next you need to choose if you want to "Identify Single Asset", "Identify Multiple Assets" or "Mass Update Assets".

Identify Single Asset The information that you enter for the asset will be the same as if you were doing it on the web. The main difference is the order in which the fields are displayed. Asset Types and Asset Type Groups work a little differently on the mobile. Firstly they appear at the bottom of the page. Secondly you can select the asset type group to narrow down your options when you are choosing an asset type. Once you have filled out the necessary fields and selected an asset type click next to proceed to the next page. On this page you will be able to enter the entire custom attribute that have been configured for this asset type. Once you have filled in the necessary fields click next. The next screen will allow you to enter any comments about this asset and as before click next when you have completed that. Once you have clicked next you will be presented with four options. The only option that you will be seeing for the first time is "Go back and make changes" and as it suggests it allows you to go back and make changes. Once you are satisfied with the information you entered either "save" or "save and start event". If you save it will take you to the asset summary page but if you save and start event it will ask you to choose an event type so you can perform an event.

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Identify Multiple Assets When you identify multiple assets on the handheld the first screen you see is identical to the first one when identifying a single asset with the exclusion of the identifiers (serial, RFID & reference). Just like before once you have filled in the appropriate fields click next. The same goes for the asset details screen. Fill in the information and click next. The comment page is also the same so when you have entered the necessary information click next. This next page is where you can enter the identifiers. You need to at least enter the serial number and then press "Create" if you are going to be attaching RFID tags then you can check the box marked "Create on Scan". This will automatically create the entry once you have scanned the RFID tag with the reader but you must have a Serial number entered first. Once you have created your assets click next to proceed. Like before you can save now, go back and make changes or cancel the process. NOTE: You cannot save and start an event on multi-add on the mobile.

Mass Update Assets Mass updating assets is where you select a number of assets that you want to make the exact same changes to. In Field ID Mobile you can only mass update the location field. When you click Mass Update you will be presented with a Find box. Here you will either enter the serial or reference number of the assets (one asset at a time) that you want to mass update or you can scan the RFID tag (if applicable). Click next when you have added all the assets you want to update and at the next screen you can enter the location that you want to assign these assets to. Click "Mass Update Now" to make the change and the assets will be removed from the following screen once it is complete.

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Performing Events On the mobile device you can either perform an event on a single asset or on multiple assets. Performing an Event on a Single Asset When performing an event on single assets there are a few different ways to get to the same screen. Either from the events screen, Find box or Asset Search Events Screen To get to the Events screen, click "Events" on the main page. On the next screen you will be provided with a Find box to search for the particular asset you need to perform an event on. Whether you scan a RFID tag or enter the Serial or Reference Number you will be taken to the asset summary page. Once here click on Start Event in the lower right corner. Choose the event type you would like to perform from the drop down and the event will be started. Click here to continue the walkthrough. Find box/Asset Search You can also start an event by scanning an RFID tag or entering a serial/reference number in the find box on the top of the main page. This will take you to the asset summary page. You can also find an asset by clicking "Assets" on the main page, entering your search criteria and clicking on "View" once you have found the asset you are looking for. This will also take you to the asset summary page. Once here click on Start Event in the lower right corner. Choose the event type you would like to perform from the drop down and the event will be started. Click here to continue the walkthrough.

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Performing the Event The first screen you will see after choosing the event type will be the details. These fields (Eg. Owner, Location, and Date Performed) are the same as their counterparts on the web. To proceed to the event form, tap "Event Form" at the bottom of the screen. NOTE: The items on this "bar" are used to navigate through the event process. You can go back and forth between the sections as you see fit. At the top of the event form you will see a camera icon that will enable you to take pictures (if your device has a camera) of the event. You can also take pictures when you have opened a recommendation or deficiency box for specific criteria. Entering information into the event form works exactly the same as it does on Field ID Web. The difference here is the sections of the event form. The first section of the form will be opened already and you can click the down arrow to the left of the section name to collapse it. To expand a section click on the right pointing arrow next to the section name and it will expand downwards. Expanding a section will collapse any section that is open just to help avoiding confusion as to which section you are working on. Next tap Schedules or the right point arrow at the bottom to proceed to the next page. The schedules screen will show you if any auto-schedules have been created and allows you to edit or remove them. You can also create a schedule of your own from this page. Tapping the right pointing arrow will take you to the post-event screen. Here you can set the result of the event, change the asset status, mark a schedule complete and/or add any general comments about the event. To save the event click Submit or Cancel if you want to cancel this event.

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Performing an Event on Multiple Assets To perform an event on multiple assets you need to first click "Events" on the main screen, and next tap "Multiple Assets". On this next page you will be present with a find box that enables you to search for your asset. The find box works exactly the same as the find box mentioned above with the exception that you can find multiple assets and add them to your queue. Once all the assets you want to perform an event on are in your queue tap next to proceed. The next page will give you the option to choose the event type you want to perform on these assets. The event types listed here are the events that are common to these assets. Once you have selected your asset type, tap next to continue. Performing the event is the same as explained above with minor differences. The first being that you can use existing values for some fields by checking a box named "Use existing values from the assets". Secondly, auto-scheduling is not available. However you can manually create a schedule that will be added to all the assets you are performing the event on. Submit is replaced by next which will take you to a screen showing you the assets you are working with and give you the option to submit. When tap submit the assets will disappear from the queue on by one until the event has been saved to all of them. Lastly you will be asked if you want to perform another event on those same assets.

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Mobile Passcode The mobile passcode allows the user to scan a bar code, RFID or enter a 4 digit passcode to quickly gain access to the program.

To setup a mobile passcode login to Field ID Web and go to My Account > Mobile Passcode and click Create your mobile passcode now. Enter your mobile passcode and click Save. Dock your handheld computer and start Field ID Mobile. On the main screen use the slider to turn on mobile passcode. Enter your newly created passcode and click login.

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