Field View - User Training Exam

Field View - User Exam

The Field View User Exam is designed to test your knowledge of using Field View as a General User - both on a Tablet in the field as well as on the Website in the office.

We assume at this point that you have finished the reading material that accompanies the Field  View User  Training and that you are ready to take the Exam to validate your learning. The exam covers all the topics in the reading material and will produce a random set of 80 questions - 60 of which must be answered correctly to pass (75%).

The Exam is Open Book - your reading material will be available to you in a separate tab and we would encourage you to refer to it during the exam. Remember - we want you to be able to use  Field  View  effectively and to use the Training  Material as a guide and reminder of how to do things.

The exam is timed - you have 1 1/2 hours to complete it - and you can only take it once.  So please make sure that when you take the exam you have set aside some dedicated time.

Section 1 - Your Device

What Operating Systems is Field View available for?

User Training Guide. Slide 12

Field View is available for Android, Windows and Apple tablets. For Windows and Apple tablets Field View has a minimum specification that your tablet must meet before you can install it on your device. The minimum specification is shown on the Application Information in the Windows or App stores.

Select all that apply

  • Windows
  • Android
  • iOS
  • FireOS

Does Field View work in the same way on Android, Windows and iOS?

User Training Guide. Slide 13.

All versions of the application have now achieved what we call Feature Parity – that is a standard set of functionality is available across all three applications. Depending on what application you are using – Android, iOS or Windows – these functions will work in slightly different ways.

Select one answer only

  • No, they are completely different
  • Yes, they are exactly the same
  • Yes, but there are some differences
  • Yes, but some functions are not available on some operating systems

Can I use Field View on my Windows 8 tablet?

User Training Guide. Slide 15.

As the iOS and Windows applications are newer there are only certain models of tablet that you can use them on. In general: 

  • Windows tablets must be running a full version of Windows 8.1 or above 
  • Apple tablets must be running iOS 9.0 and above and be a 5th generation iPad or better.

Select one answer only

  • Yes, you can use Field View on any windows device
  • No, you cannot use Field View on a windows device
  • Yes, you can use Field View on a Windows 8 device
  • Yes - but the tablet needs to be running a full version of Windows 8

Can I use Field View on my iPad 2?

User Training Guide. Slide 15

As the iOS and Windows applications are newer there are only certain models of tablet that you can use them on. In general: 

  • Windows tablets must be running a full version of Windows 8.1 or above
  • Apple tablets must be running iOS 9.0 and above and be a 5th generation iPad or better

Select one answer only

  • Yes, you can use Field View on any iOS device
  • No, you cannot use Field View on a iOS device
  • Yes, you can use Field View on an iPad 2
  • No, you cannot use Field View on a iPad2

Can you use Field View on a HP Elite 64gig Windows phone?

User Training Guide. Slide 15

It is currently not possible to use Field View on a Windows phone or an iPhone. With Android it is possible (although not supported) to use Field View on a phone. Remember though that Field View is designed with a 7” minimum screen in mind – so it’s possible some things may not display correctly.

Select one answer only

  • Yes, you can use Field View on any Windows device
  • No, you cannot use Field View on a Windows device
  • Yes, you can use Field View on an HP Elite windows phone
  • No, you cannot use Field View on a HP Elite windows phone

Can I use Field View on my iPhone 6S?

User Training Guide. Slide 15

It is currently not possible to use Field View on a Windows phone or an iPhone. With Android it is possible (although not supported) to use Field View on a phone. Remember though that Field View is designed with a 7” minimum screen in mind – so it’s possible some things may not display correctly.

Select one answer only

  • Yes, you can use Field View on any iOS device
  • No, you cannot use Field View on a iOS device
  • Yes, you can use Field View on an iPhone 6S
  • No, you cannot use Field View on as iPhone 6S

Can I use a mixture of tablets on my project?

User Training Guide. Slide 13

This doesn’t stop you using a mixture of tablets on your projects.

Select one answer only

  • Yes, you can use any combination of Android, Windows and iOS tablets
  • No, you can only use one type of tablet.
  • Yes, but you can only use Android and Windows tablets together
  • Yes, but you can only use Windows and iOS tablets together.

Can I use Field View on my laptop in the office?

User Training Guide. Slide 12 and Slide 15

Field View is available for Android, Windows and Apple tablets. For Windows and Apple tablets Field View has a minimum specification that your tablet must meet before you can install it on your device. The minimum specification is shown on the Application Information in the Windows or App stores.

Android is a bit more flexible and in general Field View will run on most Android devices. Because there are so many different Android devices we maintain a list of Supported Devices on our Clearview Help pages. Devices not on the supported list may run Field View but you could encounter some unexpected results.

You can find more, detailed, information in the Field View Guide - Devices

Select all that apply

  • Yes - you can use both the Field View app and the Field View website on any laptop
  • Yes - you can use the Field View website but you will need an Android emulator to run the application
  • Yes - you can use the Field View website but you will need a touch-screen device to run the Windows application
  • Yes - you can use the Field View website but you cannot install the application on a Mac

Can I use the Field View website on my tablet?

User Training Guide. Slide 302


The new version of the Field View website is designed to be cross-browser compatible – meaning it should work on any device that you load it on. Be aware though that some functionality may be limited on a mobile device.

Select one answer only

  • Yes, you can use both the Field View app and the Field View website
  • Yes, but some functionality may be limited on a mobile device
  • No, you can only use the Field View app on a tablet
  • No, the website doesn’t work on a mobile device.

Can I install Field View from the Play Store on my Android Device?

User Training Guide. Slide 12

The Windows and the iOS versions of Field View can be installed directly from the Windows Store and the App Store – search for “Field View”. The Android version of Field View currently needs to be installed directly onto the tablet. A guide to doing this along with the required downloads is available on our Clearview help portal.

Select one answer only

  • Yes, Field View for Android is available free on the Play store
  • Yes, but you will need an access key from Viewpoint
  • No, Field View for Android can only be downloaded from Viewpoint
  • No, Field View for Android must be installed by Viewpoint.

Can I install Field View from the Windows store?

User Training Guide. Slide 12

The Windows and the iOS versions of Field View can be installed directly from the Windows Store and the App Store – search for “Field View”. The Android version of Field View currently needs to be installed directly onto the tablet. A guide to doing this along with the required downloads is available on our Clearview help portal.

Select one answer only

  • Yes, Field View for Windows is available free on the Windows store
  • Yes, but you will need an access key from Viewpoint
  • No, Field View for Windows can only be downloaded from Viewpoint
  • No, Field View for Windows must be installed by Viewpoint.

Can I install Field View from the App Store?

User Training Guide. Slide 12.

The Windows and the iOS versions of Field View can be installed directly from the Windows Store and the App Store – search for “Field View”. The Android version of Field View currently needs to be installed directly onto the tablet. A guide to doing this along with the required downloads is available on our Clearview help portal.

Select one answer only

  • Yes, Field View for iOS is available free on the App store
  • Yes, but you will need an access key from Viewpoint
  • No, Field View for iOS can only be downloaded from Viewpoint
  • No, Field View for iOS must be installed by Viewpoint

How much storage space do I need to run two Field View projects on the same device?

User Training Guide. Slide 14

Generally speaking you will need around 2 gig of space for each project that you want to load onto the tablet.

Select one answer only

  • 2 gig
  • 4 gig
  • 8 gig
  • 16 gig

How do I find out if my Android device is supported by Field View?

User Training Guide. Slide 12

Android is a bit more flexible and in general Field View will run on most Android devices. Because there are so many different Android devices we maintain a list of Supported Devices on our Clearview Help pages. Devices not on the supported list may run Field View but you could encounter some unexpected results. Contact our Support Team for advice.

Select all that apply

  • You can install Field View on any Android device
  • You can contact Field View support for as Approved Devices list
  • You can look on the Field View website for an Approved Devices list
  • You will need to check with the tablet manufacturer.

How do I find out if I can use my Windows tablet with Field View?

User Training Guide. Slide 15

Information whether you can use your tablet with the application is given on the Field View application page on both the Windows Store and the App store.

Select one answer only

  • You can install Field View on any Windows device
  • You can contact Field View support for as Approved Devices list
  • You can look on the Field View website for an Approved Devices list
  • You can see whether a device is supported on the Windows Store.

How do I find out if I can use my Apple device with Field View?

User Training Guide. Slide 15.

Information whether you can use your tablet with the application is given on the Field View application page on both the Windows Store and the App store.

Select one answer only

  • You can install Field View on any iOS device
  • You can contact Field View support for as Approved Devices list
  • You can look on the Field View website for an Approved Devices list
  • You can see whether a device is supported on the App Store.

How long will the battery last on my tablet?

User Training Guide. Slide 14

Battery life on most current tablets is very good – different tablets will give different results – but you should expect to be able to use your tablet all day. Just remember to charge it overnight!

Select one answer only

  • All tablets are the same - your battery will last all day, just remember to charge it overnight.
  • One or two hours – maximum.
  • Different tablets will give different results – but generally your battery will last all day, just remember to charge it overnight.
  • Two to three days before needing a re-charge

Can I use my tablet with a 4G connection?

User Training Guide. Slide 14

8 gig of storage space will be sufficient for most projects but for larger projects or devices where you plan to have more than one project on each device may need 16, 32 or even 64 gig of storage space. Field View is designed to work offline – so wifi only tablets are fine. You can also purchase tablets that can accept a SIM card – this will allow you to use the internet as long as you have signal.

Select one answer only

  • Yes, all tablets work with a 4G connection
  • Yes, as long as my tablet supports 4G
  • Yes, as long as my tablet can use a SIM card
  • No, Field View does not support 4G

Can I use the GPS function on my tablet to geotag photos?

User Training Guide. Slide 15

Generally speaking Field View will work with aspects of other applications – for example you can talk to type if the keyboard you have installed supports this. Photographs will be GPS tagged as long as your installed camera supports this function – etc.

Select one answer only

  • Yes, you can geotag photos on a tablet
  • Yes, as long as my tablet supports this feature
  • Yes, but the geotag information will not be added to Field View
  • No, you cannot geotag photos

How do I stop my screen switching off every 30 seconds?

User Training Guide. Slide 17.

Screen Timeout: Most tablets will switch off the screen after 30 seconds as default. We recommend changing this in your tablet’s Settings to the maximum possible (usually either 30min or Never Switch Off)

Select one answer only

  • Screen timeout is a menu option in Field View – I can change it there
  • Screen timeout cannot be changed
  • Screen timeout is a menu option on my tablet – I can change it there
  • 30 seconds is the longest possible screen timeout.

Will my tablet be OK if I drop it?

User Training Guide. Slide 15

Tablets are generally robust but most will likely break if you drop them from any height. The same goes for getting them wet. Most tablets will describe themselves as “splash-proof”. This means that getting a small amount of water on them will be ok – dropping them in a puddle will most likely break them. We recommend that you enclose your tablet in a protective case.

Select one answer only

  • Yes - tablets are robust enough to drop from anywhere
  • Yes - as long as they are not dropped from a distance of more than 1m
  • No - tablets will break if you drop them
  • No - unless I have added a case and screen protectors to my tablet

Will my tablet be OK if I take it out in the rain?

User Training Guide. Slide 15

Tablets are generally robust but most will likely break if you drop them from any height. The same goes for getting them wet. Most tablets will describe themselves as “splash-proof”. This means that getting a small amount of water on them will be ok – dropping them in a puddle will most likely break them. We recommend that you enclose your tablet in a protective case.

Select one answer only

  • Yes - tablets are waterproof
  • Yes - tablets are splash-proof – so a small amount of water should be ok
  • No - tablets are not waterproof
  • No - unless I have added a case and screen protector to my tablet.

Does Field View work with voice recognition?

User Training Guide. Slide 16

Generally speaking Field View will work with aspects of other applications – for example you can talk to type if the keyboard you have installed supports this. Photographs will be GPS tagged as long as your installed camera supports this function – etc.

Select one answer only

  • No - Field View does not work with voice recognition
  • Yes - Field View does work with voice recognition
  • Yes - Field View does work with voice recognition as long as my keyboard supports it
  • No - Field View does not work with voice recognition even if my keyboard supports it

Can you install different keyboard apps?

User Training Guide. Slide 16

Your company may also use a Mobile Device Management (MDM) solution. Examples include SOTI and Mobileiron. This software will control all aspects of your device and decide what programs you can and cannot use as well as what you can install and view on the device.

Select one answer only

  • Yes - you can install keyboard apps
  • No - you cannot install keyboard apps
  • Yes - you can install keyboard apps as long as your IT team allows it
  • No - you cannot install keyboard apps even if your IT team allows it

Can I use Facebook on my tablet?

User Training Guide. Slide 16

Different tablets come with different applications installed – some have inbuilt Barcode Scanners, some come with GPS functionality etc. What you can use on your device will be down to the IT policy that your company operates.

Select one answer only

  • Yes - as long as Facebook is installed
  • No - Facebook is automatically blocked by Field View
  • Yes - if your IT policy allows it
  • No - it won’t leave enough space for your projects on the tablet

How do I find out the PIN number for the lockscreen on my tablet?

User Training Guide. Slide 16

Your tablet may be personalised to you and secured with a lockscreen pin – this is a number that you will have to type in to access the tablet. Do not contact Viewpoint for information on your Pin – you will need to speak to your IT department or whoever set up your tablet.

Select one answer only

  • You can call Field View support and they will let you know.
  • You can ask your IT team or whoever set up the tablet
  • Your Field View trainer will bring it with them
  • You can press the home button twice to display it.

Can I see my drawings in Viewpoint for Projects from Field View?

User Training Guide. Slide 10

Field View is Viewpoint’s mobile project management and field information capturing tool – it is not a document viewer or management tool. The drawings that you use to snag your Project on Field View don’t need to be the latest drawings – and you can’t click from one series of drawings to another (for example clicking on a room will show you the FF&E drawings for that room)

Select one answer only

  • Yes - Field View and Viewpoint are directly integrated so there’s no need to enter two passwords
  • Yes - Field View and Viewpoint are directly integrated but you’ll need to enter two passwords
  • No - Field View and VfP do not integrate at all
  • No - Field View and VfP do have some integration but Field View is not a document management tool.

Can I see my drawings in Aconex from Field View?

User Training Guide. Slide 10

Field View does not integrate with any other products directly. You can export the data collected by using a Application Programming Interface (API).

Select one answer only

  • Yes - you can link any other system to Field View.
  • Yes - you can link some other systems to Field View – Aconex is one of them.
  • No - you cannot link any other system to Field View
  • No - you can link some other system to Field View – but not Aconex.

Can I access my Sharepoint site through Field View?

User Training Guide. Slide 10

Field View does not integrate with any other products directly. You can export the data collected by using a Application Programming Interface (API).

Select one answer only

  • Yes - you can link Sharepoint to Field View.
  • Yes - you can link some other systems to Field View – Sharepoint is one of them.
  • No - you cannot link any other system to Field View
  • No - you can link some other system to Field View – but not Sharepoint.

Can I get email on my tablet?

User Training Guide. Slide 17

Different tablets come with different applications installed – some have inbuilt Barcode Scanners, some come with GPS functionality etc. What you can use on your device will be down to the IT policy that your company operates.

Select one answer only

  • Yes - as long as an email client is installed
  • No - email is automatically blocked by Field View
  • Yes - if your IT policy allows it.
  • No - it won’t leave enough space for your projects on the tablet.

Can I use software to find my tablet if it goes missing?

User Training Guide. Slide 17

Your company may also use a Mobile Device Management (MDM) solution. Examples include SOTI and Mobileiron. This software will control all aspects of your device and decide what programs you can and cannot use as well as what you can install and view on the device.

Select one answer only

  • Yes, as long as a device manager is installed
  • No, device tracking is automatically blocked by Field View
  • Yes, if your IT policy allows it.
  • No, it won’t leave enough space for your projects on the tablet.

Section 2 - Getting Started

How can I find out what project is on this device?

User Training Guide. Slide 30

In the top left-hand corner of the login screen you can see the name of the project that the device is currently synced to.

Select all that apply

  • It is displayed on the login screen
  • It is displayed on the Switch Project screen
  • You will need to check with your Project Administrator
  • You will need to check with Field View Support

Who can create additional projects on my device?

User Training Guide. Slide 30

Additional projects will need to be set up by a Business Administrator.

Select one answer only

  • Business Administrators create things – so a Business Administrator
  • Project Administrators create things – so a Project Administrator
  • Projects can only be added by Viewpoint Support
  • You can only have one project on a device at a time.

Where can you find notifications about system updates and downtime?

User Training Guide. Slide 32

Various Messages can be displayed here including device specific messages (for example information about the last sync attempt on the device) as well as global messages – so, for example, information about upgrades, issues or downtime which are broadcast to all devices running Field View.

Select all that apply

  • You can see notifications on the login screen of the tablet
  • You can see notifications on the login screen on the website
  • You will need to contact Field View support
  • You will need to contact your Project Administrator

When syncing your tablet it stays on Step 1 and then fails. What is wrong?

User Training Guide. Slide 34

Step 1. This is a check to see if your device can connect to the internet. If it doesn’t pass Step 1 then you have no internet connection.

Select one answer only

  • Step 1 means that your User Name and Password is wrong.
  • Step 1 means that Field View needs updating
  • Step 1 means that there is no internet connection
  • Step 1 means that there is a problem with your device

Your name isn’t showing in the User List on the login screen. Why not?

User Training Guide. Slide 35

If you cannot see your name on the list it is likely that you have not been assigned to the project and you should contact your Project Administrator in the first instance.

Select one answer only

  • You can only log in to one tablet at a time – so this is not your tablet
  • You have not been assigned to the project by a Project Administrator
  • Your User Name has been locked – you will need to speak to a Project Administrator
  • It is a bug – you should ring Field View support

J E Evans Contractors are a subcontractor on your site and they will be using Field View on their own tablets. When they go to log in they cannot see their name on the User List. Why?

User Training Guide. Slide 36

If a subcontractor cannot see their name in the User list then generally speaking there is one of two issues: 

  • They have not accepted their invite to the project
  • They were not made a Device User as part of their invite.

Select all that apply

  • Subcontractors cannot use Field View on a tablet
  • Their User Name has been locked – they should call Field View support
  • They haven’t accepted their invite to use Field View
  • They have not been made a Device User as part of their invite

How can I get some help guides on how to use Field View?

User Training Guide. Slide 38

The ? Icon will take you to the Field View Wiki Help page. You will need to have an internet connection available as this feature does not work offline.

Select one answer only

  • You can ask Field View to post user guides to you
  • You can use the Help menu in the Overflow menu inside the application
  • You can use the Help menu in the Settings Menu on your tablet
  • There are online user guides available

There’s something not working on my tablet – how can I get help?

User Training Guide. Slide 38

You should always check with your Project Administrator first if you have any technical problems. They will then advise you if you need to contact Field View Support.

Select one answer only

  • You should speak to your Project Administrator first then speak to Field View support
  • You should speak to Field View support straight away.
  • You should speak to your IT Department
  • You should contact the support number for your Tablet manufacturer

I’ve forgotten my password – can I get a reminder on the tablet?

User Training Guide. Slide 41

If you have forgotten your password then you should visit the Web Portal login screen (www.priority1.uk.net) and click the Forgotten Password link. You cannot do this on the tablet.

Select one answer only

  • Yes - there is a password reminder option on the tablet and on the website
  • Yes - there is a password reminder option on the tablet
  • No - there is no password reminder on the tablet but there is one on the website
  • No - you can only get a password reminder by phoning Viewpoint

When I log in my name is at the bottom of the list – why is this?

User Training Guide Slide 37

Names in the User list will rearrange themselves based on use – the more you use the tablet the higher your name will appear in the list.

Select one answer only

  • Names on the login screen appear in reverse alphabetical order
  • Names on the login screen appear in order of when they were last used – recent logins first.
  • Names on the login screen are controlled by your Project Administrator
  • Names on the login screen appear in a random order.

I’m trying to sync my tablet and it’s telling me that I need to upgrade – what do I do?

User Training Guide. Slide 34

Step 3. This is a check to see if your application needs to be updated. You should always agree to the update as you must be using the latest version of Field View.

Select one answer only

  • Don’t do anything – report it to your Project Administrator immediately as it could be a scam.
  • Don’t do anything – you don’t need to upgrade Field View
  • Agree to the update – you cannot use Field View unless it is the latest version
  • Agree to the update only if your IT team approve it first.

I changed my password but when I try to login it tells me that it’s incorrect – what’s wrong?

User Training Guide. Slide 42

Remember -  this password will not take effect on the tablet until you sync it. So once you have received your new password sync your tablet straight away to ensure that your new password is downloaded.

Select one answer only

  • I haven’t synced the tablet since changing the password
  • I typed it in incorrectly – I will need to reset my password again.
  • I’m using my password for the website and not the tablet
  • There’s something wrong with the tablet – I should ring Field View support

Section 3 - Using Field View

What is project geometry?

User Training Guide. Slide 51

Geometry. When your project is configured each location is broken down into smaller and smaller areas. For example Building A > Level 01 > Apartment 101 > Bathroom. We call this structure the Project Geometry.

Select one answer only

  • How Field View calculates how many areas are in your project
  • How Field View calculates the total physical area of your project
  • How Field View breaks down the structure of your project into smaller and smaller areas.
  • How Field View breaks down your project into zones.

What is a Point of Interest?

User Training Guide. Slide 51

Points of Interest. Points of Interest are things that are happening at each location. These can be Tasks, Forms, Assets or Processes

Select one answer only

  • Something that is happening at a location.
  • Something that requires attention.
  • Something that requires attention immediately.
  • A location where lots of things are happening

Which icon on a Location Tile represents a Task?

User Training Guide. Slide 53

Click on the appropriate icon

Which icon on a Location Tile represents a Form?

User Training Guide. Slide 53


Which icon on a Location Tile represents a Process Task?

User Training Guide. Slide 53


Which icon on a Location Tile represents an Asset?

User Training Guide. Slide 53


Why does my Task count show a different number on different Location Tiles?

User Training Guide. Slide 54

As you move down through the project Geometry the POI counts on the tiles will change to reflect the different amount of items in the selected location and all other locations underneath that location.

Select one answer only

  • It shows that the number of tasks that have been raised at that specific location
  • It shows the number of open tasks that are at the specific location
  • It shows a count of all of the tasks raised at that location and all locations under it
  • It should show the same count on all tiles

What does the globe icon in the top right hand corner of a Location Tile mean?

User Training Guide. Slide 55

Location Tiles with a globe in the top right hand corner indicate that the selected location has a drawing attached which can be viewed in Plan View.

Select one answer only

  • That location is available to everyone on a project
  • That location is available to everyone in your company
  • That location has a drawing attached to it
  • That location is an important location

I clicked on a Location in the Geometry and nothing else appears. Why is this?

User Training Guide. Slide 57

Once you have reached the lowest level of the Project Geometry selecting a Location Tile will not open another column of tiles.

Select one answer only

  • There are no more locations after that point.
  • You need to press the Expand Details button
  • That’s as far as your Role allows you to see.
  • Different locations can be seen by different people.

Why doesn’t my “Internals” location tile have a globe icon?

User Training Guide. Slide 55

Not every Tile will have a globe – in the example shown the Internals tile doesn’t have a globe icon. This makes sense if you think that there is not a drawing that shows the whole of the building.

Select one answer only

  • A drawing is missing and needs to be added
  • Not all tiles have a globe icon.
  • Field View can only show so many drawings at a time
  • There is no one drawing that covers the whole of the “Internals” area.

I can’t see a particular area in the Geometry – why is this?

User Training Guide. Slide 60

It might have been missed! Sometimes areas on a plan can get missed. It’s easy for your Project Administrator to add an area to the Field View project so if something is missing let them know. You will need to sync your device for the new area to appear once changes have been made.

Select one answer only

  • Your Role only allows you to see certain locations
  • Different locations can be seen by different people
  • It hasn’t been added to Field View – you need to speak to your Project Administrator
  • It needs to be downloaded to the tablet first.

Can you switch off the Points of Interest counts on the Location Tiles?

User Training Guide. Slide 225

You can switch off these counts from the Filters screen. This can be useful at the end of a large project with lots of forms and tasks and can make the Location View tiles load a little quicker.

Select one answer only

  • You can’t – the counts must be there at all times
  • You can’t – but your Project Administrator can
  • You can – but you’ll need your Project Administrator to enable this feature.
  • You can – all tablet users can do this in Filter settings.

What is the breadcrumb trail?

User Training Guide. Slide 56

The Breadcrumb Trail shows you the locations that you clicked on, in the order that you clicked on them.

Select one answer only

  • It shows you the step-by-step breakdown of the location you selected at the top of the screen.
  • It’s a function in the Help menu so that Support can see what you did
  • It’s a log of all the locations that you’ve visited on the tablet.
  • It shows you the last 10 Tasks that you did.

What is the primary setup type that Field View is designed to use?

User Training Guide. Slide 52

Field View is a location-based tool – it is primarily interested in where you are doing work. We call the structure of the locations in your project the Project Geometry.

Select one answer only

  • Location-based snagging tool
  • System-based snagging tool
  • Discipline-based snagging tool
  • All of the above.

What is a location?

User Training Guide. Slide 66

Location. A location is a unique part of your project. This could be a Room, a Floor, a riser – any physical area of your project can be represented by a Location.

Select one answer only

  • A location is the same as a drawing – i.e. A323-1010-C
  • A location describes a whole area – like a floor, for example Floor 1
  • A location is a unique, individually identified part of your building – i.e. Corridor A, Room 101 etc
  • A location the biggest part of any area – like a Zone

What is a calibration?

User Training Guide. Slide 66

Calibration. A calibration tells Field View which part of the drawing represents a particular location in the Geometry. You can have one calibration per location.

Select one answer only

  • A calibration is the exact coordinates of a particular location
  • A calibration is Field View’s way of linking a part of a drawing to a specific location.
  • A calibration is used to calculate the size of locations
  • d. A calibration is Field View’s way of linking a location to a particular Task

Do I need to always use the latest revision of my drawing on Field View?

User Training Guide. Slide 66

Drawings. Drawings in Field View are basically a map of your project. You won’t be using them to help you build things correctly – just to identify where you are in the project. It’s important to understand that you don’t have to use the latest drawings – as long as they still reflect the physical characteristics of the building correctly.

Select one answer only

  • Yes – failure to do so could mean that the building is not built correctly
  • Yes – When I update my drawing in Viewpoint for Projects it will automatically update in Field View
  • No – You cannot update drawings in Field View
  • No – You don’t have to always use the latest revision as you are not using Field View to build your building.

Should I use Field View to build my building?

User Training Guide. Slide 68

The drawings don’t have to be the latest drawings. Field View is a project management and information gather tool – it shouldn’t be used to build your building.

Select one answer only

  • Yes – Field View is a construction tool best used for building things
  • No – Field View should only be used for collecting information
  • No – Field View is a document management system
  • No – Field View is a project management and information gathering tool and shouldn't be used for building buildings.

I clicked on the “Internals” location tile, which didn’t have a globe icon, and then selected Plan View. Field View has now given me an error – why?

User Training Guide. Slide 67

Remember – Tiles that don’t have a globe icon do not have a drawing associated with them. Field View will remind you by displaying a message saying that there is no drawing at that location.

Select one answer only

  • Your User Role prevents you from seeing certain drawings
  • You have to be assigned to certain locations to see them
  • Location Tiles with no globe do not have a drawing associated to them
  • Location Tiles with no globe are restricted to Admins only.

What does a Square Pin indicate in plan view?

User Training Guide. Slide 69

You can see in this example that there are several POIs already created. The type of Pin indicates whether it is a Task or a Form – Tasks have round centres, Forms have square centres.

Select one answer only

  • A Square Pin is for a Task
  • A Square Pin is for a Form
  • A Square Pin is for an Asset
  • A Square Pin is for a Process

What does a Round Pin indicate in plan view?

User Training Guide. Slide 69

You can see in this example that there are several POIs already created. The type of Pin indicates whether it is a Task or a Form – Tasks have round centres, Forms have square centres.

Select one answer only

  • A round pin is for a Task
  • A round pin is for a Form
  • A round pin is for an Asset
  • A round pin is for a Process

My pin has the letter S in the middle – why?

User Training Guide. Slide 69

The letter in the Pin is the first letter of the Task or Form Type and the colour indicates the workflow status of the Task or Form.

Select one answer only

  • The letter tells you the status of the Task or Form. S is for Started
  • The letter tells you who it’s assigned to. S is for Smithfield Contractors
  • The letter tells you what type of Task or Form it is. S is for Snag
  • The letter is random and is allocated when you create the Task or Form

What does the colour of the Pin indicate?

User Training Guide. Slide 69

The letter in the Pin is the first letter of the Task or Form Type and the colour indicates the workflow status of the Task or Form.

Select one answer only

  • The colour shows you the status of the Task or Form – open, complete or closed
  • The colour shows you what type of Task or Form it is – red for Snags, blue for SHE Task etc.
  • The colour shows you how long ago the Task or Form was created – green in the last 3 days, yellow in the last 7 and red more than 7 days ago
  • The colour shows you who the task belongs to – every user has their own colour.

My pin has been created inside the red calibration box – but when I look at the plan it’s outside the room. What room will the Task be created in?

User Training Guide. Slide 70

In the example opposite if we create a Task anywhere within the red square it will be created in Apartment A05 – even if on the drawing it appears to be in another room.

Select one answer only

  • Field View recognises that the pin is in another room and will create it there.
  • Field View will ask you to make certain that it’s created in the correct location.
  • Field View will pick the most likely location to create the item in.
  • Field View will create it in the original room as anything within the red calibration box is counted as being “in” that room.

The calibrations overlap the walls – I don’t want this, it looks untidy. Is this a good idea?

User Training Guide. Slide 71

To make it easier for you to drop a Task pin on a wall ( a very small area when doing this on a Tablet!)  we extend the Calibration area outside the walls of the room so that even if you miss the wall slightly the Task will get raised in the correct location.

Select one answer only

  • No – there should not be any overlap of calibrations
  • No – this will mean that Tasks and Forms get created in incorrect locations
  • Yes – Field View will not work otherwise
  • Yes – it allows you to drop pins on walls without missing them

How do I see all of the Tasks and Forms created on one floor?

User Training Guide. Slide 73

By selecting a Floor in the Location View and switching to Plan View you will be able to see all your Tasks and Forms for that Floor in one go.

Select all that apply

  • You can see all Tasks and Forms by using the Filter screen on the Tablet
  • You can only see all Tasks or Forms on the website – not the tablet
  • You can see all Tasks and Forms by selecting the Floor location and then switching to Plan View
  • You can see all Tasks and Forms by selecting the Floor location and then pressing Location Summary.

How can I quickly switch between floors without going back and fro between Plan View and Location View?

User Training Guide. Slide 74

In the same way as Location View you can use the Breadcrumb Trail in Plan View to quickly move about the project.

Select one answer only

  • By tapping the Floor in the Breadcrumb trail and selecting a new floor
  • By pressing the + button in the bottom right-hand corner of the screen.
  • You can only switch floors by going back to Location View
  • By pressing the Menu button on your tablet.

I selected my location and then switched to Plan View. How do I select another location without going back to Location View?

User Training Guide. Slide 77

You can also navigate around the plan view by tapping on a particular location. Tapping on a location on the drawing will select that location and highlight it in red.

Select one answer only

  • By pressing the Left or Right buttons to move to the next location across
  • By tapping on the location that you want to select it
  • By pressing the + button in the top right-hand corner
  • By pressing the Menu button on your tablet

Where are the rotation tools on Plan View screen?

User Training Guide. Slide 76

You can rotate the drawing by tapping on the arrow icons to rotate the drawing in the indicated direction. Tapping on the central circle will reset the drawing to it’s default position.

Where are the zoom tools on the Plan View screen?

User Training Guide. Slide 76

You can also use the Zoom buttons in the lower right hand corner to zoom out (-) and to zoom in (+)

If I select a location can I see other drawings associated with that room – for example the FF&E layout?

User Training Guide. Slide 81

As we said – Field View is a location-based tool. All we are interested in when creating a Snag is where it is. It’s also not a drawing viewer – so you can’t see additional drawings apart from the ones that have been uploaded to the system.

Select one answer only

  • Yes – tapping on the location in Plan View will show you additional drawings
  • Yes – but you’ll need to enter your Viewpoint For Projects password to see them
  • No – you can only do this on the website
  • No – you cannot see other drawings in Field View

If I use Plan View to see the entire floor at once can I just drop a pin onto the plan or do I have to select a location first?

User Training Guide. Slide 84

If you have selected an entire floor and then view the plan you can add a new Task or Form and drop the pin directly onto the plan – Field View will work out which calibrated area the pin has been dropped in and assign the Task or Form to a location.

Take care doing this however as parts of the calibrations that overlap (for example walls in rooms) can cause confusion and you may end up putting your item in the wrong location.

Select one answer only

  • No – you have to select a location first otherwise the pin will not be created
  • No – as it will select the wrong location to create the pin
  • Yes – but you run the risk that it will be created in the wrong location if you drop the pin on an overlap.
  • Yes – you can drop the pin anywhere and Field View will sort it out for you.

Section 4 - Tasks

Where should you click to add a new Task?

User Training Guide. Slide 87

Once you are ready to add a Task and have selected the location that you want to raise the Task in – either in Location View or Plan View then you will need to click on the + button in the top right of the screen.

What is a Task Type?

User Training Guide. Slide 89

Task Types are simply a way of identifying different types of work being carried out – making it easier to report on.

Select one answer only

  • Task Type controls who a Task can be raised to.
  • Task Type is a way of reporting on how many of each Task that you have.
  • Task Types controls who can raise a Task.
  • Task Type is a way of reporting on who has raised certain Tasks.

How do you select an exact location for your Task on the plan

User Training Guide. Slide 91

Drag the target around the plan until it is centered on the exact location that you want to raise the task in.

Select one answer only

  • By writing the exact location in the Description field
  • By writing the exact location in the Comments field
  • By using the GPS functionality
  • By dragging the Task pin to the required location

What order must I complete the Task Tabs in?

User Training Guide. Slide 93

We strongly recommend that you follow the Tabs in order (Recent, Library, Details) when you create a new snag. Doing this every time will mean that your library of snags will get better and better and you will do less and less typing.

Select one answer only

  • Recent, Details, Library
  • Recent, Library, Details
  • Details, Library, Recent
  • Library, Recent, Details

Why should I complete the Task tabs in the order Recent, Library, Details?

User Training Guide. Slide 93

Typing things out on a tablet is much slower then typing on a laptop – so Field View is designed to make things quicker for you by giving you lists of common tasks to pick from. This means you can create a new Task in a few clicks.

We strongly recommend that you follow the Tabs in order (Recent, Library, Details) when you create a new snag. Doing this every time will mean that your library of snags will get better and better and you will do less and less typing.

Select all that apply

  • a. It will make the Library Tasks list better – making the system quicker.
  • b. It will make adding photographs to the Task easier – making the system quicker
  • c. It will make typing in the Task details easier – making the system quicker
  • d. If will make you type less – making the system quicker.

What is the main reason that will cause someone snagging on a tablet to feel that it’s slow?

User Training Guide. Slide 93

Typing things out on a tablet is much slower then typing on a laptop – so Field View is designed to make things quicker for you by giving you lists of common tasks to pick from. This means you can create a new Task in a few clicks rather than typing repetitively.

Select one answer only

  • The tablet that they use – newer tablets will work faster
  • Typing Tasks out repetitively
  • Creating lots of Tasks
  • Creating lots of Forms

What is a Library Task?

User Training Guide. Slide 95

The Library tab will show you a list of common Tasks grouped into Packages.

Select one answer only

  • A Library Task is a Task that you have completed and don’t need anymore.
  • A Library Task is a reference guide to different Task Types
  • A Library Task is a list of common Tasks grouped by User.
  • A Library Task is a list of common Tasks grouped into Packages

The description of a Library Task is wrong – who can change this?

User Training Guide. Slide 95

Adding new Library Tasks (and amending existing ones) can be done by your Project Administrator.

Select one answer only

  • A Project Editor
  • A Business Administrator
  • A Project Administrator
  • Viewpoint

How can I search quickly for a Mechanical & Electrical Library Task? (Select all that apply)

User Training Guide. Slide 96

For example if you wanted to see Tasks which contained the word “light” in the Mechanical & Electrical package then type “light” into the search box.

Select one answer only

  • By looking in the Mechanical & Electrical Package
  • By typing into the Quick Search field
  • By looking for them in alphabetical order
  • By asking my Project Administrator

How many words should you use for a Task Description

User Training Guide. Slide 99

The Task Description should ideally be 3 words long and not specific.

Select one answer only

  • No more than 5 words
  • No more than 2 words
  • No more than 3 words
  • As many as needed to describe what I need done

What is an “Open” status?

User Training Guide. Slide 101

Open: A new Task – no work has begun or work is in progress.

Select one answer only

  • A new task – no work has been done.
  • A new task – not assigned to anyone
  • A new task – work is in progress
  • A new task – no work has been done or work is in progress.

What is a “Complete” status

User Training Guide. Slide 101

Complete: The subcontractor has finished the work that you assigned to them and it is ready for you to inspect.

Select one answer only

  • The subcontractor has finished the work you asked them to do
  • You have signed off the work that needed to be done.
  • Your client has signed off to say that they are happy with the work.
  • The work has been approved by the Quality Team.

What is a “Closed” status?

User Training Guide. Slide 101

Closed: You have signed off the work and the remedial work has now been completed and you are satisfied with it.

Select one answer only

  • The subcontractor has finished the work you asked them to do.
  • You have signed off the work that needs to be done
  • Your client has signed off to say that they are happy with the work.
  • The work has been approved by the Quality Team.

Where does the default 7 day Target Finish Date for your Business come from?

User Training Guide. Slide 103

The Target Finish will default to 7 calendar days from the date that the Task was created – this is a set as a standard by Viewpoint when a new Business is created in Field View.

Select one answer only

  • It is set by each individual subcontractor
  • It is set by Viewpoint when the Business is created
  • It is set by your Business Administrator when the Project is created
  • It is set by your Project Administrator when a Package is created.

What three essential things make up a Package?

User Training Guide. Slide 104

Packages combine three essential things - the email address of the person responsible for completing the work, the company that they work for and the Trade that covers the work that they do.

Select one answer only

  • Email address, Company address and Default Finish Date
  • Company name, Company manager and Company address
  • Email of the person doing the work, Company Name and Trade
  • Name of the person doing the work, Trade and Email address of the company

How do your tasks get notified to your subcontractor?

User Training Guide. Slide 142

Task reports are generated overnight and emailed to subcontractors. The report will be a short email with a PDF attachment. The PDF will show each location that has new Tasks for the subcontractor – one location per page.

Select one answer only

  • Each individual Task is emailed to the subcontractor
  • Tasks are grouped by location and then sent on one email to the subcontractor
  • Subcontractors must use the Field View website to look at their Tasks
  • Task lists must be printed out and given to the subcontractor.

What does making a Task a High Priority Task do?

User Training Guide. Slide 110

This will not make anything happen faster (or slower!) but it will allow you to report on Priority to identify High Priority Tasks (for example).

Select one answer only

  • It will send the Task to the subcontractor immediately.
  • It will allow you to report on Task priority.
  • It doesn’t do anything.
  • It will highlight the Task in red on the subcontractors screen.

Who can add additional questions to my Task?

User Training Guide. Slide 111

The question fields within a Task can be configured through the Web Application by your Business Administrator.

Select one answer only

  • A Project Editor
  • A Project Administrator
  • Viewpoint
  • A Business Administrator

What limits are there on how many photographs you can add to a Task?

User Training Guide. Slide 113

Adding photographs is a quick and easy way to show your subcontractor what needs to be done. There is no limit on how many photographs that you can add so take as many as you need to show your subcontractor what needs to be done.

Select one answer only

  • a. As many as your tablet can hold
  • b. As many as you want
  • c. No more than 5 photos
  • d. Only 1 photo

What feature allows you to show your subcontractor what needs doing rather than typing things out?

User Training Guide. Slide 115

Remember – you don’t want to type long descriptions or comments if you can help it as it will slow you down. Taking a picture and highlighting an area of it is a much quicker way of showing your subcontractors what needs to be done.

Select one answer only

  • Task photographs.
  • Location Summary
  • Annotate Photographs
  • Add from Gallery

What does tapping on the world icon in a Task do?

User Training Guide. Slide 116

Tapping the World icon will take a picture of the Plan View as displayed on the left hand side. Use gesture controls to move, zoom and rotate the plan until you are happy with it.

Select one answer only

  • Shows you all similar Tasks across your project.
  • Shows you all similar Tasks on the same floor
  • Takes a snapshot of the displayed Plan View.
  • Adds a photograph from your cloud server

How can you save Task information so that you don’t need to type it out all the time?

User Training Guide. Slide 120

If you’ve followed the recommended process (Recent, Library Task then Details) every time then this will not be an issue and you can always use Save to Library if you’ve had to type a new Task Description in.

Select one answer only

  • Use the Save To Library option at the bottom of a Task
  • Click the Save button in the top right hand corner of a Task
  • Task information is saved automatically.
  • Copy the information to the clipboard.

Do Tasks in Field View automatically save?

User Training Guide. Slide 123

If you create a Task, enter information but click out of the Task without saving then all information that you have entered will be lost and you will need to start again.

Select one answer only

  • Yes – Tasks save automatically when you answer any question
  • Yes – Tasks save automatically when you’ve added a comment.
  • No – Tasks don’t save automatically but if you can exit and come back to the same place.
  • No – Tasks don’t save automatically if you exit you will lose what you’ve created.

How can I edit an existing task?

User Training Guide. Slide 125

You can access the Task Details to view or amend them by tapping on the appropriate Pin. This will open up the Task Details over the Plan View. You can edit or update the information from this screen.

User Training Guide. Slide 200

Tap on an individual Task here at mid-level to go to the Task Details screen.

User Training Guide. Slide 340

You can also edit information in your Tasks directly from the Field View website.

Select all that apply

  • Tap on the Task Pin
  • Tap on the Task Description in mid-level on Location Summary
  • Edit the Task on the website
  • Use the Dashboard screen

How do you delete a Task in Field View?

User Training Guide. Slide 127

The ability to Delete Tasks is only available to Project Administrators and can only be done via the Website.

Select one answer only

  • Project Administrators can delete Tasks by tapping on the Task Pin
  • Anyone can delete a Task in Location Summary.
  • Anyone can delete the Task but on the website only
  • Project Administrators can delete Tasks but on the website only.

How do you copy an existing Task?

User Training Guide. Slide 132

Copied (and Cut) Tasks will also appear in the Clipboard function located in the Overflow menu in the top right hand corner..

User Training Guide. Slide 129

Tap on an existing Task to open the Task Details and in the top right you will see a Copy icon.

Select all that apply

  • By using the clipboard functionallity
  • By using the Recent Task functionallity
  • By tapping on an existing Pin and selecting Copy
  • You can only copy a Task on the website

How do you move a Task to a new location?

User Training Guide. Slide 135

Tapping on an existing Pin will also give you the option to Cut and Paste that task. This is a useful feature if you have created a Task in the wrong place and need to move the Pin to the correct location.

Select one answer only

  • Tasks cannot be moved once created
  • Tasks can only be moved by an administrator
  • Tasks can be moved by dragging the pin
  • Tasks can be moved by using the Cut functionality

Do Tasks send automatically to subcontractors?

User Training Guide. Slide 142

Task reports are generated automatically overnight and emailed to subcontractors. The report will be a short email with a PDF attachment. The PDF will show each location that has new Tasks for the subcontractor – one location per page.

Select one answer only

  • Yes - Tasks are sent to subcontractors overnight.
  • Yes - Tasks are sent to subcontractors immediately.
  • No – You have to manually send them
  • No – Subcontractors must use the Field View website

When are Tasks sent to subcontractors?

User Training Guide. Slide 142

Task reports are generated automatically overnight and emailed to subcontractors. The report will be a short email with a PDF attachment. The PDF will show each location that has new Tasks for the subcontractor – one location per page.

Select one answer only

  • Tasks are sent to subcontractors overnight.
  • Tasks are sent to subcontractors immediately.
  • Tasks are sent to subcontractors at the end of the day.
  • Tasks are sent to subcontractors once a week.

How can subcontractors see Tasks that they need to do?

User Training Guide. Slide 321

As a Main Contractor you will see all Tasks issued on your Project. Subcontractors will only see Tasks issued to them when they log in to the website.

User Training Guide. Slide 70

You can also allow your Subcontractors access to Field View on a device. This will allow them to see Tasks and Forms that have been issued to them – but only issued to them.

User Training Guide. Slide 143

Task reports are generated automatically overnight and emailed to subcontractors. The report will be a short email with a PDF attachment. The PDF will show each location that has new Tasks for the subcontractor – one location per page.

Select all that apply

  • By using the Field View website
  • By using Field View on a Tablet
  • By getting overnight reports on new Tasks raised
  • By getting a text message as soon as a new Task is created.

What is the definition of a Task?

User Training Guide. Slide 87

“A Task is a doing thing – somebody must do something.”

Select one answer only

  • A Task is the name of the thing that needs doing.
  • A Task is a doing thing – somebody must do something.
  • A Task is a notification that gets emailed overnight
  • A Task is a way to gather information.

Section 5 - Forms

How do you create a form on the tablet?

User Training Guide. Slide 158

Adding a Form is done in exactly the same way as we added a Task. Select the location that you want to raise the Form in – either in Location View or Plan View – then  click on the + button in the top right of the screen.

What is a Form Type?

User Training Guide. Slide 160

In the same way as we had Task Type that allowed us to report on the different reasons for raising Tasks, Field View also has Form Types that allow you to collect forms of the same type together – again for reporting purposes but also for ease of selection on the tablet.

Select one answer only

  • Form Type controls who a Form can be raised to.
  • Form Type is a way of reporting on how many of each Form that you have.
  • Form Types controls who can raise a Form.
  • Form Type is a way of reporting on who has raised certain Forms.

You cannot see a Hot Works Permit on your tablet – what’s wrong?

User Training Guide. Slide 159

The list of forms that you see will be controlled by your Role – so different people might be able to create different Forms.

User Training Guide. Slide 160

Forms are created by your Business Administrator and assigned to your Project by your Project Administrator. If there is a particular form that you need for your day-to-day job and you cannot see it to select on the project then you should speak to your Project Administrator to see if it is available.

Select all that apply

  • Your role does not allow you to raise a Hot Works Permit
  • You cannot use Hot Works Permits in the location you have selected
  • The form has not been assigned to the project by a Project Administrator.
  • Field View cannot be used for permits.

Does a form save automatically?

User Training Guide. Slide 162

Form answers will automatically save as you complete them – so you can fill in a part of a form and return to it at a later time.

Select one answer only

  • Yes – Forms save automatically when you answer any question
  • Yes – Forms save automatically but only when you answer the last question.
  • No – Forms don’t save automatically but if you can exit and come back to the same place.
  • No – Forms don’t save automatically if you exit you will lose what you’ve created.

What does the All Good function do?

User Training Guide. Slide 165

Rather than click through 10-20 Yes / No answers to mark them as “yes” you can simply mark any answers that are “No” and then press the All Good button. This will fill in all unanswered questions with the predefined “good” answer.

Select one answer only

  • Answers all questions on the form
  • Changes all questions on the form to OK
  • Changes all un-answered Yes / No questions on the form to Yes
  • Changes all un-answered Yes / No questions on the form to the predefined good answer.

If your form has an “Issued To” question and you fill that in with a subcontractors details will it send the form to them?

User Training Guide. Slide 164

It’s important to know that filling in a company in this question field does not issue that form automatically to the selected company. You must use the Distribution button at the top of the screen to send it to the appropriate company.

Select one answer only

  • Yes – the Issued To question sends the Form to the selected subcontractor
  • Yes – the Issued To question sends the Form to the selected subcontractor but only when the form is complete
  • No – the Issued To question does not send the Form to the selected subcontractor
  • No – the Issued To question sends the form internally

How do you send a form to a subcontractor?

User Training Guide. Slide 168

Clicking on the Distribution button will give you the option to send a copy of the Form to either a Company or a Person that is associated with your Project.

Select one answer only

  • Answer all the questions in a Form and as soon as you exit the form it will send automatically to the correct subcontractor.
  • Forms are sent by filling in the Issued To field
  • Forms are sent to subcontractors by clicking All Good
  • Forms are sent by selecting the Distribution option within the Form

Can you delete a Form on the tablet?

User Training Guide. Slide 170

Just like Tasks you cannot delete Forms once they have been created – you will need your Project Administrator to delete Forms that are not required. If you have opened a form but have not input any answers then clicking Exit will ask you if you want to Exit without raising the Form.

Select one answer only

  • a. Project Administrators can delete Forms by tapping on the Form Pin
  • b. Anyone can delete a Form in Location Summary.
  • c. Anyone can delete the Form but on the website only
  • d. Project Administrators can delete Form but on the website only.

How do you print a form from the tablet?

User Training Guide. Slide 173

To generate a printable PDF click on the PDF icon in the top right-hand corner of the Form.

Select one answer only

  • You can print a form by email the form to yourself and then printing it from there.
  • You can print a form by pressing the PDF button in the top right hand corner of every form
  • You can only print a form directly from the website by clicking on the Actions menu
  • You can only print a form directly from the website by clicking on the Form ID

What does the colour of the Form Pin indicate?

User Training Guide. Slide 171

Your pin will now show two pieces of information: 

  • The colour of the Pin will indicate the Status of the Form

Select one answer only

  • The colour shows you the status of the Form – open, complete or closed
  • The colour shows you what type of Form it is – red for Permits, blue for SHE Forms etc.
  • The colour shows you how long ago the Form was created – green in the last 3 days, yellow in the last 7 and red more than 7 days ago
  • The colour shows you who the Form belongs to – every user has their own colour.

A delivery driver has arrived on site and he has not been to the project before – can he sign a Field View form?

User Training Guide. Slide 164

If a person has not been registered to the project but their company has you can quickly add their name by pressing the + button. This will allow you to select the Organisation that they work for and then add their name to the project.

Select one answer only

  • a. Yes – anyone can sign Field View forms
  • b. Yes – as long as the company that he works for has been registered as working for the project.
  • c. No – only authorised Main Contractor Users can sign forms
  • d. No – he would need to be added as a Project Person first.

What would you press to add comments directly to a question in a Field View form?

User Training Guide. Slide 167

Every question on a form automatically gives you the ability to add Comments, Photographs or Actions (for example raise another Form or a Task from within the form).

This means that you don’t have to add comments into a comments box and reference them back to the question that they belong to – all additional information for a question is kept inline with that question.

Pick the correct option on the Form Location question at the top of the form.

What would you press to add a photograph directly to a question in a Field View form?

User Training Guide. Slide 169

You can also raise Tasks directly from your Forms by clicking the Actions icon next to each question.

Pick the correct option on the Form Location question at the top of the Form

If I notice something wrong when completing my form can I raise a Task straight away to deal with it?

User Training Guide. Slide 169

You can also raise Tasks directly from your Forms by clicking the Actions icon next to each question.

User Training Guide. Slide 170

For Logical (Yes/No) question types and for Pre-Defined List (drop-down) question types you can also configure the form to automatically raise a Task depending on the answer you select.

Select all that apply

  • a. Yes – tasks can be raised manually by pressing the Action icon next to a question
  • b. Yes – tasks can be raised automatically by configuring the form template
  • c. Yes – tasks can be raised manually by pressing the + button
  • d. Yes – tasks can be raised automatically by pressing the Distribution button.

What is the definition of a Form?

User Training Guide. Slide 157

“A Form is a way of gathering information – nobody has to do anything with it.”

Select one answer only

  • A Form is a way of gathering information only – nobody has to do anything with it
  • A form is a way of gathering information and then automatically assigning it to a subcontractor to action
  • A Form is a way of gathering information for immediate action (e.g. a 24hr clean up notice)
  • A Form is a way of gathering information for business intelligence and analysis.

Section 6 - Assets and Barcodes

What is an asset?

User Training Guide. Slide 191

Field View allows you to add Assets to your project in the Field. Assets in Field View are physical items that can be added to a Location.

Select one answer only

  • An Asset is a physical item that can be added to a location
  • An Asset is something that benefits your project.
  • An Asset is a person linked to your project
  • An Asset is a type of Form that is linked to your project

What type of Assets can you have in Field View?

User Training Guide. Slide 191

It’s important to understand that Field View allows you to add fixed Assets not movable assets – i.e. you can’t move them between locations.

Select one answer only

  • Fixed Assets
  • Movable Assets
  • Both
  • Neither

If you create an Asset will it have a Point of Interest Pin?

User Training Guide. Slide 192

Differently to Tasks and Forms you cannot drop a pin for your Asset – it will just be creating in the location that you selected.

Select one answer only

  • Yes – anything you create gets a Point of Interest Pin.
  • Yes – Assets get a Point of Interest Pin
  • No – Assets do not get a Point of Interest Pin
  • No – Assets do get a Pin but you can only see it in Location View

Who creates a new Asset Classification?

User Training Guide. Slide 193

Asset Classifications are created on the Field View website by a Business Administrator.

Select one answer only

  • A Project Editor
  • A Project Administrator
  • A Business Administrator
  • Anyone

Are all the fields in the Asset details used?

User Training Guide. Slide 194

The remaining fields have been depreciated and are not used in the creation of an Asset. It is possible that they may be removed in a future release.

Select one answer only

  • Yes – all fields in the Asset Details screen are mandatory
  • Yes – all fields in the Asset Details screen are used
  • No – some fields in the Asset Details screen are not mandatory
  • No – some fields in the Asset Details screen are not used.

As Assets don’t have a Pin where can you see them?

User Training Guide. Slide 192

Differently to Tasks and Forms you cannot drop a pin for your Asset – it will just be creating in the location that you selected. You can see what Assets are in a location by using Location Summary – more on this later.

Select all that apply

  • On Plan View when looking at the entire floor
  • In Location View when looking at the Points Of Interest Counts
  • In Location Summary under the Assets heading
  • In Location Summary by pressing the Expand button

Can you print out barcodes for your Field View assets?

User Training Guide. Slide 268

Field View can generate barcodes for several items within your project: 

  • Locations 
  • Assets 
  • People 
  • Forms

Select one answer only

  • Yes – Locations, Assets, Forms and People can have barcodes created
  • Yes – Locations, Assets, Forms and People can have barcodes created but these are only available on the website
  • No – Locations, Forms and People can have barcodes create but not Assets
  • No – Location, Assets, Forms and People can have barcodes created but these cannot be printed out.

What do Location Barcodes do?

User Training Guide. Slide 268

By using these barcodes you can quickly access the information related to them just by scanning the QR code. For example, if you put a Location barcode on a door you could scan it with Field View and be taken directly to the location on Plan View.

Select one answer only

  • Allow you to quickly enter Location information onto a Form
  • Allow you to quickly select a location and move there on the tablet
  • Allow you to quickly enter the Location name in the Task Details screen
  • Allow you to quickly add Assets to selected locations

Do I need to install anything to use the barcode feature?

User Training Guide. Slide 269

To use this feature on a tablet you will need to have a barcode scanner app on your tablet. Your tablet may come with one already installed – if not you can install a Barcode Scanner app from the Play store. Search for the phrase “Barcode Scanner” in the Play store. We recommend the app created by Zxing Team

Select one answer only

  • No – Field View has an in-built barcode scanner
  • No – All Android tablets come with a built-in barcode scanner app.
  • Yes – you will need to install a barcode scanner
  • Yes – but only if your tablet doesn’t have one installed already.

What things can be used with the Barcode function in Field View?

User Training Guide. Slide 268

Field View can generate barcodes for several items within your project: 

  • Locations 
  • Assets 
  • People 
  • Forms

Select one answer only

  • Locations, Forms, Processes and Assets
  • Forms, Assets, People and Processes
  • People, Forms, Locations and Assets
  • People, Forms, Locations and Processes

Can you use barcodes you have created yourself for locations?

User Training Guide. Slide 269

Location, Asset and People barcodes are generated with a unique reference ID within Field View or, for Locations and Assets you can use the Use as Unique Reference option to select your own instead.

Select one answer only

  • Yes – any barcode can be linked to a Location
  • Yes – using the Use as Unique Reference function
  • No – only Field View generated barcodes will work
  • No – only authorised barcodes are allowed

Can you use your own barcodes to input information into a Field View form?

Heading 1 text goes here

Forms can also have Barcode Questions in them that allow you to scan information into your form. This can be from: 

  • A location or asset barcode 
  • A Form QR code 
  • A standard barcode or QR code (to input text)

Select one answer only

  • Yes – any barcode can be used to input information
  • Yes – but you will need to set this up on Field View first
  • No – only Field View generated barcodes will work
  • No – only authorised barcodes are allowed

Who creates barcodes for forms and permits?

User Training Guide. Slide 270

You can also create unique QR codes for your Forms. This will allow you to create pocket size cards that can be used to issue and control Permits. Creating the Barcodes for Forms is a Business Administrator Role.

Select one answer only

  • A Project Administrator
  • A Project Editor
  • A Business Administrator
  • Anyone can create barcodes for Forms and Permits

Who assigns barcodes to your locations, assets or people?

User Training Guide. Slide 269

Location, Asset and People barcodes are generated with a unique reference ID within Field View or, for Locations and Assets, you can use the Use as Unique Reference option to select your own instead. This is done by a Project Administrator.

Select one answer only

  • A Project Administrator
  • A Project Editor
  • A Business Administrator
  • Anyone can create assign barcodes to locations, assets or people.

Section 7 - Location Summary

What does Location Summary show you?

User Training Guide. Slide 204

Field View helps you do this through the Location Summary tool. Location Summary gives you an “at a glance” high level overview of Points of Interest in a Location. It also allows you to drill down into detail if you need to.

Select one answer only

  • Location Summary gives you an overview of how many Forms have been completed in a Location
  • Location Summary gives you a history of what’s happened in a Location.
  • Location Summary gives you an at-a-glance overview of Points of Interest in a Location.
  • Location Summary gives you an overview of how many Tasks have been signed off in a Location.

What screen in Location Summary can you use to get an at a glance indication of how many Tasks are complete in a location?

User Training Guide. Slide 205

You will now be able to see – at a glance - the number of Tasks, Forms, Assets and Process Tasks that have been raised in this Area along with an indication of how many of them are Complete.

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

What screen in Location Summary can you use to get an at a glance indication of the status multiple Tasks are in for a location?

User Training Guide. Slide 206

You can now see the next level of detail. Here you can see an at-a-glance overview of the Task Descriptions of Tasks in this location, who it has been issued to and what the Workflow Status of those Tasks are.

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

How do you batch change statuses for multiple tasks using Location Summary?

User Training Guide. Slide 208

Press and hold on a Task to open the Multi Select screen.

You can see that the Task that you selected has now turned blue. Tap on any other Tasks that you want to change the status of so that they have a blue highlight.

You can now set the status of all of these Tasks to Complete or Closed by clicking on the appropriate flag in the top right-hand corner.

Select one answer only

  • Press and hold a Task at High Level, select all other tasks that you need and tap either the closed or the complete flag.
  • Press and hold a Task at Mid Level, select all other tasks that you need and tap either the closed or the complete flag.
  • Press and hold a Task at Detail Level, select all other tasks that you need and tap either the closed or the complete flag.
  • Press and hold a Task at LowLevel, select all other tasks that you need and tap either the All Good button

What screen in Location Summary can you use to see all the information about a Task?

User Training Guide. Slide 210

Here you can see all of the details that you created for this Task along with the attached photographs

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

Can you batch change the status of multiple Forms on the tablet?

User Training Guide. Slide 213

Differently to Tasks, however, you cannot multi-select Forms and change the status of multiple Forms at the same time.

Select one answer only

  • Yes – you can batch change the status of Forms as well as Tasks
  • Yes – you can batch change the status of Forms but only to a Closed Status
  • No – you can only batch change the status of Tasks not Forms
  • No – only Project Administrators can batch change the status of Forms

What screen in Location Summary can you use to get an at a glance indication of how many assets have been checked?

User Training Guide. Slide 215

You will be able to see a high-level view of how many Assets are in a location and how many of them are complete (checked)

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

What button should I press to see how many photographs, comments or Tasks are attached to my asset?

User Training Guide. Slide 217

Expand / Shrink details removes the plan view from the left hand side and allows you to see some more information about your asset.

In particular it means that, just like a Form, for each asset you can add Comments and Photographs as well as adding Actions like Tasks and Forms.

Select one answer only

  • Tap the Expand / Shrink button
  • Tap each Asset individually
  • The + button in the top left hand side
  • The star button in the top left hand side

What is the definition of a process?

User Training Guide. Slide 219

Processes in Field View are a “list of standard tasks that are completed again and again over multiple locations”.

Select one answer only

  • A list of standard tasks that are completed again and again over multiple locations
  • A list of standard Forms that are completed again and again over multiple locations
  • A series of operations to be performed on a single Task.
  • A series of operations to be performed on a single Form

What screen in Location Summary can you use to see what processes are assigned to a Location?

User Training Guide. Slide 220

You will now be able to see what Processes are available at this location.

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

What screen in Location Summary can you use to see what status your Process Tasks are at?

User Training Guide. Slide 221

You can now see the list of Tasks for this location and the status that they are at. Unlike a normal Task we don’t have to enter information into a Process Task – it will be automatically assigned to the responsible organization so that notifications can be sent to them.

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

Where can you find any standard forms that are attached to a Process Task?

User Training Guide. Slide 222

Tap the overflow menu to the right of each Task and if there is an attached form it will appear at the bottom of the list for you to select.

User Training Guide. Slide 223

If there are standard forms attached to the Process Task you can also see them here – but only once they’ve been created. If they have not been created yet you will need to add them by tapping on the Overflow menu for that particular Task.

Select all that apply

  • Overflow Menu for each Task
  • Process Task Detail
  • Expand / Shrink menu
  • Main Overflow Menu

What button should you press to see how many photographs, comments or Tasks are attached to my Process Task?

User Training Guide. Slide 223

The Overflow menu will also show you how many Comments, Photos and Tasks you have created against your Process Task.

User Training Guide. Slide 224

Just like Assets, Processes have an Expand / Shrink Details button in the top right hand corner. Clicking this will remove the plan view from the left hand side and display some additional details for the process.

Just like Forms and Assets you can attach Comments, Photos and Tasks to your Process task by clicking on the appropriate icon on the right of each Task.

.

Select all that apply

  • Overflow Menu for each Task
  • Process Task Detail
  • Expand / Shrink menu
  • Main Overflow Menu

What screen can you use to input date information to a Process Task to help me report on whether I am on schedule or not?

User Training Guide. Slide 225

You can, however add additional information such as Target Start, Target Finished, Caused and Caused By to your Task. These fields will differ depending on how your Tasks have been set up by your company.

Select one answer only

  • High Level
  • Mid Level
  • Detail Level
  • All Levels

Section 8 - Dashboards and FIlters

What icon would you tap to control what information you see on the tablet?

User Training Guide. Slide 234

As time goes by the number of Tasks and Forms on your project will grow and you will need some way of changing the information that you see to meet your needs. For example – you might not want to see completed Tasks on the tablet, just ones that are outstanding.

To do this you need to click on the Filter icon in the top right of the application.

What types of filters can you apply to your information

User Training Guide. SLide 235

From this pop up box you can control what types of Task, Forms, Processes and Assets information that you want to see.

Select all that apply

  • Tasks
  • Forms
  • Assets
  • Processes

How do you switch off the Points Of Interest count’s on your Location Tiles?

User Training Guide. Slide 236

You can switch off these counts from the Filters screen. This can be useful at the end of a large project with lots of forms and tasks and can make the Location View tiles load a little quicker.

Select one answer only

  • By tapping on the Tile in Location View
  • By tapping on a location in Plan View
  • By using the Filter Menu
  • By using the Overflow Menu

What does the All Open status filter show you?

User Training Guide. Slide 238

Will display all Tasks that are not Closed. i.e. All Tasks in the Open and Complete status.

Select one answer only

  • All items that only you have Opened
  • All items that are not Closed
  • All items that are not Completed
  • All items

What does the All Closed status filter show you?

User Training Guide. Slide 238

Will display all Tasks in the Closed status only.

Select one answer only

  • All items that only you have Closed
  • All Items that anyone has Closed
  • All items in a Closed status only
  • All items that are not complete

What does the All Complete status filter show you?

User Training Guide. Slide 238

Will display all Tasks in the Complete and Closed statuses.

Select one answer only

  • All items that only you have Completed
  • All items that anyone has Completed
  • All items in the Complete and Closed status
  • All items in the Complete status only

What does the All Non Complete status filter show you?

User Training Guide. Slide 238

All Tasks that are not complete. i.e. are in the Open status only.

Select one answer only

  • All items that you still need to Complete
  • All items that anyone needs to Complete
  • All items in the Open status only
  • All items in the Complete status only

How can you tell if a filter has been applied to your information?

User Training Guide. Slide 241

You can see when a filter has been applied as the filter icon will turn blue.

Select one answer only

  • A warning box pops up every time you select a location to tell you that a filter is applied
  • Items that are filtered out appear as grey Pins
  • The filter icon turns blue
  • You can only tell as there should be less Pins visible to you

What filter field would you use to see tasks that were issued just by you?

User Training Guide. Slide 239

You can also filter you Tasks to show you work that you issued rather than anyone else.

Tap the Issued By User field and select your name from the drop down list.

Select one answer only

  • Task Filter and then Issued By User
  • Task Filter then Issued By Org
  • Issued By User and the Task Filter
  • Issued by Org and then Issued by User

What filter field would you use to see forms that were issued just by you?

User Training Guide. Slide 242

So like before if, for example, you wanted to see Forms that were issued by you select the Issued By User field and pick your name.

Select one answer only

  • Form Filter and then Issued By User
  • Form Filter then Issued By Org
  • Issued By User and the Form Filter
  • Issued by Org and then Issued by User

What filter field would you use to see Tasks issued to a specific company?

User Training Guide. Slide 239

In the same way selecting the Issued To Org field will allow you to see Tasks that are issued to a specific company or the Package field will allow you to see Tasks that are issued to a specific Package.

Select one answer only

  • a. Task Filter then Issued By Org
  • b. Task Filter and then Issued To Org
  • c. Issued By Org and the Task Filter
  • d. Issued by To and then Issued by Org

What filter field would you use to see Tasks that are Overdue?

User Training Guide. Slide 240

Another useful filter is the Overdue filter at the bottom of the Task filter screen.

Select one answer only

  • Task Filter and then Issued Date (Range)
  • Task Filter and then Issued Date (Relative)
  • Task Filter and then Issued Date (Overdue)
  • Task Filter and then Overdue

How do you save a Filter?

User Training Guide. Slide 253

Once you’ve created a useful filter you might want to save it for future use – to save you having to pick the filter options all over again.

Field View allows you to do this via the Add To Dashboard option.

Select one answer only

  • Create the filter and then tap on the Save button in the bottom left hand corner
  • Create the filter and then tap on the Save button in the top left hand corner
  • Create the filter and then tap on the star button in the top right hand corner
  • Create the filter and then tap on the star button in the bottom right hand corner

What filter field would you use to see a specific type of Form?

User Training Guide. Slide 242

If you wanted to see Forms of a specific type (e.g. all Hot Works Permits) then use the Form Type field.

Select one answer only

  • Form Filter and then Form Name
  • Form Filter and then Form Type
  • Form Name and then Form Type
  • Form Type and then Form Name

Where would you find your saved filters?

User Training Guide. Slide 253

When you create a filter if you want to save it for future use then before you click the Apply button click the Add To Dashboard option.

Select one answer only

  • Saved filters are in the Dashboard Menu
  • Saved filters are in the Filters Menu
  • Saved filters are in the Overflow Menu
  • Saved filters are in the Expand / Shrink Menu

What does the number in the bottom right hand corner of a dashboard tile tell you?

User Training Guide. Slide 254

The Dashboard Item will also show you the number of items that meet the filter criteria in your project in the bottom right-hand corner of the tile.

Select one answer only

  • The number of locations that the filter applies to
  • The number of items in your project that match the filter
  • The number of items in your location that match the filter
  • The number of items on the whole floor that match the filter

How do you adjust the filter settings from the Dashboard?

User Training Guide. Slide 266

Filters can be edited at any point after they have been saved. To edit a filter select the Dashboard icon to view the filters. Click on the overflow menu in the top right-hand corner of the filter to open the edit options.

Select one answer only

  • a. Filter settings cannot be altered – you will need to delete the filter.
  • b. You can adjust the filter settings by tapping on it in the Filters menu
  • c. You can adjust the filter settings by tapping on it in the Dashboard Menu
  • d. You can adjust the filter settings by tapping on it in the Location Summary menu

How do you rename your filter tile?

User Training Guide. Slide 262

You can edit individual Dashboard items by tapping the Overflow icon in the top right-hand corner of each saved Filter. This will give you the option to: •Edit the Name of the Filter •Edit the Filter criteria •Delete the Filter

Select one answer only

  • Filter names cannot be altered – you will need to delete the filter.
  • You can adjust the filter name by tapping on it’s overflow menu in the Filters menu
  • You can adjust the filter settings by tapping on it’s overflow menu in the Dashboard Menu
  • You can adjust the filter settings by tapping on it’s overflow menu in the Location Summary menu

How do you delete your filter tile?

User Training Guide. Slide 262

You can edit individual Dashboard items by tapping the Overflow icon in the top right-hand corner of each saved Filter. This will give you the option to: •Edit the Name of the Filter •Edit the Filter criteria •Delete the Filter.

Select one answer only

  • Filters cannot be deleted.
  • You can delete the filter by tapping on its Overflow Menu in the Dashboard Menu
  • Filters can only be deleted by an Administrator
  • You can delete the filter by tapping on its Overflow Menu in the Filters menu

Does a filter apply only to the location that you created it at?

User Training Guide. Slide 256

Once you’ve created a Dashboard tile when selected it will then apply to every location on your project – not just the location that you created it for.

Select one answer only

  • Yes – filters only apply to the location you created them at
  • Yes – filters only apply to the location you created them at but you can change the filter location in the filter settings
  • No – filters apply to any location on your project
  • No – you can specify which locations the filter applies to in the Filter settings

What does the S-Curve dashboard tile show you?

User Training Guide. Slide 257

The Y-Axis shows you the count of Tasks that have been created and the X-Axis shows you a point in time for your project.

Select one answer only

  • A count of Tasks over Time
  • A count of Forms over Time
  • A count of Tasks by Subcontractor
  • An indication of how long it will take to complete the project

What does the red line on the S-Curve show you?

User Training Guide. Slide 258

The Red line indicates new Tasks being opened

Select one answer only

  • The number of tasks Completed by a subcontractor at a given time
  • The number of tasks Closed by a main contractor at a given time
  • The number of Tasks Opened by a main contractor at a given time
  • The number of Tasks Overdue at a given time

What does the yellow line on the S-Curve show you?

User Training Guide. Slide 258

The Yellow line indicates Tasks being completed by a subcontractor

Select one answer only

  • The number of tasks Completed by a subcontractor at a given time
  • The number of tasks Closed by a main contractor at a given time
  • The number of Tasks Opened by a main contractor at a given time
  • The number of Tasks Overdue at a given time

What does the green line on the S-Curve show you?

User Training Guide. Slide 258

The Green line indicates Tasks that have been signed of as Closed by you.

Select one answer only

  • The number of tasks Completed by a subcontractor at a given time
  • The number of tasks Closed by a main contractor at a given time
  • The number of Tasks Opened by a main contractor at a given time
  • The number of Tasks Overdue at a given time

If the red line is far away from the yellow line on the S-Curve what does this show you?

User Training Guide. Slide 258

If the Red line is some distance from the Yellow line then you are issuing Tasks as fast as you can but your subcontractors are not completing them quickly.

Select one answer only

  • That the site team is raising tasks quickly but subcontractors are completing them slowly
  • That the site team is raising tasks quickly and subcontractors are completing them quickly
  • That the subcontractors are completing tasks quickly and the site team is closing them quickly.
  • That the subcontractors are completing tasks slowly and the site team is closing them quickly

If the yellow line is close to the red line on the S-Curve what does this show you?

User Training Guide. Slide 258

If the Yellow line is close to the Red line then your subcontractors are completing their tasks almost as fast as you are issuing them..

Select one answer only

  • That the site team is raising tasks quickly but subcontractors are completing them slowly
  • That the site team is raising tasks quickly and subcontractors are completing them quickly
  • That the subcontractors are completing tasks quickly and the site team is closing them quickly.
  • That the subcontractors are completing tasks slowly and the site team is closing them quickly

If the yellow line is far away from the green line on the S-Curve what does this show you?

User Training Guide. Slide 259

If the Yellow line is some distance from the Green line then your subcontractors are completing their tasks – but you are not signing them off quickly.

Select one answer only

  • a. That the site team is raising tasks quickly but subcontractors are completing them slowly
  • b. That the site team is raising tasks quickly and subcontractors are completing them quickly
  • c. That the subcontractors are completing tasks quickly and the site team is closing them quickly.
  • d. That the subcontractors are completing tasks quickly and the site team is closing them slowly

If the green line is close to the yellow line on the S-Curve what does this show you?

User Training Guide Slide 259

If the Yellow line is close to the Green line then you are signing off completed work as soon as it’s done.

Select one answer only

  • That the site team is raising tasks quickly but subcontractors are completing them slowly
  • That the site team is raising tasks quickly and subcontractors are completing them quickly
  • That the subcontractors are completing tasks quickly and the site team is closing them quickly.
  • That the subcontractors are completing tasks slowly and the site team is closing them quickly

Is there a limit to how many dashboard tiles you can save?

User Training Guide. Slide 261

You can save as many Dashboard Items as you want – there are 9 to a page and if you create more they will just move onto a new page. Swipe right to access them.

Select one answer only

  • a. You can have a maximum of 2 dashboard tiles
  • b. You can have a maximum of 5 dashboard tiles
  • c. You can have a maximum of 10 dashboard tiles
  • d. There is no maximum to the number of tiles that you can have

Section 9 - Overflow Menus

What menu should you use to switch between multiple projects on your device?

User Training Guide. Slide 294

The most useful option in the Overflow menu – and the one you are likely to use most frequently is the Switch Project function. This menu allows you to load multiple projects on the same device

Select one answer only

  • The Settings Menu on the Tablet
  • The Multiple Projects Menu on the Application Overflow Menu
  • The Switch Projects Menu on the Login Page Overflow Menu
  • The Overflow Menu inside the Application

What menu should you use to get help on Field View functions?

User Training Guide. Slide 285

The Help option links you to the Field View wiki help site. You must have an internet connection to access this page.

User Training Guide. Slide 39

The ? Icon will take you to the Field View Wiki Help page. You will need to have an internet connection available as this feature does not work offline.

Select all that apply

  • The Help Menu in the Application Overflow Menu
  • The Utilities Menu in the Login Screen Overflow Menu
  • The Feedback Menu in the Application Overflow Menu
  • The ? button on the login page

What menu should you use to leave feedback on how Field View works or make suggestions for improvements?

User Training Guide. Slide 282

The overflow menu inside the Field View application allows you to: 

  • Give feedback and suggestions for Field View 
  • See any system messages 
  • View our online help guides 
  • Get some information about the application

User Training Guide. Slide 40

The Feedback option allows you to leave suggestions and improvement requests for our Product Team to consider. Again you will need access to the internet to use this feature.

Select all that apply

  • The Settings Menu of your Tablet
  • The Feedback Menu in the Utilities Menu
  • The Feedback Menu on the Login Page Overflow Menu
  • The Feedback Menu on the Application Overflow Menu

What menu should you use to input a Device Name or Password?

User Training Guide. Slide 289

The Settings menu controls the information that Field View uses to connect your tablet to your project and to the Field View website.

Generally speaking the only information that you should need to enter in this screen is a Device Name and Device Password when setting up a new device.

Select one answer only

  • The Settings Menu in the Login Screen Overflow Menu
  • The Utilities Menu in the Login Screen Overflow Menu
  • The Feedback Menu in the Login Screen Overflow Menu
  • The Settings Menu in the Application Overflow Menu

Who creates Device Names for your tablet?

User Training Guide. Slide 289

Device Names are setup by Business Unit Administrators and are a unique identifier linking your tablet to your project.

Select one answer only

  • Project Editors
  • Project Administrators
  • Business Administrators
  • Viewpoint

Can you delete an active project from the Switch Project menu?

User Training Guide. Slide 297

You cannot delete a project that you are currently working on (i.e. your active project) – so if that is the project that you need to delete then you will need to switch to another project (if available) and then delete the project.

Select one answer only

  • Yes – but only Project Administrators can delete projects
  • Yes – but only if you make another project active first
  • No – projects cannot be deleted from a tablet
  • No – projects cannot be delete at all.

How many projects can you have on a tablet at one time?

User Training Guide. Slide 294

This menu allows you to load multiple projects on the same device. There is no limit to the number of project that you can load on your tablet other than the available storage space that your tablet has.

Select one answer only

  • One
  • Two
  • Five
  • As many as your storage space allows

How can you see how much space you have left on your tablet for your projects?

User Training Guide. Slide 295

The Switch Project screen also shows you how much space you have available on your tablet for additional projects.

Select one answer only

  • By opening the tablet settings menu and selecting Storage
  • By opening the Field View Settings menu and selecting Storage
  • By opening the Field View Switch project menu
  • By opening the Field View Settings menu

How often do you need to update the Device password?

User Training Guide. Slide 299

The Device Name and Password will only need to be entered once. Once you have saved them you should not delete them as this can cause Field View to stop working.

Select one answer only

  • a. Every 30 days
  • b. Every 3 months
  • c. Every year
  • d. Never

Should you change the Device Name to something that’s easier to remember?

User Training Guide. Slide 299

The Device Name and Password will only need to be entered once. Once you have saved them you should not delete or change them as this can cause Field View to stop working.

Select one answer only

  • Yes – but this will stop the tablet from syncing
  • Yes – but it has to be done by a Business Administrator
  • No – changing them will cause Field View on your tablet to stop working.
  • No – device names cannot be changed at all

Section 10 - Field View Website

What is the website address for Field View?

User Training Guide. Slide 313

To access the Field View website go to:

www.priority1.uk.net

Select all that apply

  • www.viewpoint.com
  • www.field-view.com
  • www.fieldview.com
  • www.priority1.uk.net

What information do you need to login in to the Field View website?

User Training Guide. Slide 317

To access the Field View website enter your User Name and Password on the login screen and then click the Log In button.

Select one answer only

  • Email address and Password
  • Email address and User Name
  • User Name and Password
  • Company ID and Password

Who creates your User Name and Password?

User Training Guide. Slide 313

Your User Name and Password will be issued to you by your Business Administrator. It is the same password that you used to login on the tablet.

Select one answer only

  • Project Editors
  • Project Administrators
  • Business Administrators
  • Viewpoint

How can I check if there are any problems with the Field View service?

User Training Guide. Slide 314

Clicking the link to the Field View service status underneath the login details will show you whether there are any knows issues with the Field View website or application.

You can also subscribe to information from this page so that you will get alerts if any problems occur.

Scrolling down the page will also display information about any planned maintenance to our system.

If you cannot access this page you can also call the Field View Support Team for advice.

Select all that apply

  • a. You can call the Field View Support Team
  • b. You can check on the Field View website
  • c. You can check on the Viewpoint website
  • d. You can check with your IT Team

What is the best way to reset your Field View password?

User Training Guide. Slide 315

If you forget your Field View password you can easily reset it by clicking on the Forgotten Password link on the login screen.

Select one answer only

  • By calling your IT Team
  • By calling your Project Administrator
  • By doing it yourself on the Field View website
  • By Emailing the Field View Support Team

What information do you need to reset your Field View password?

User Training Guide. Slide 315

To reset your Password you will need your Field View username. Enter your User Name and an email will be sent to the email address registered to your User Name with a new password.

Select one answer only

  • Your email address
  • Your Field View user name
  • Your company user name
  • Your mobile phone number

What information do you need to reset your Field View username?

User Training Guide. Slide 316

If you can’t remember your User Name then you can get this emailed to you by clicking the Forgotten User Name link from the login screen or the Forgot your username link from the Reset Your Password screen.

To get your User Name sent to you enter the email address associated with your Field View account. You will then be sent an email containing your User Name.

Select one answer only

  • Your email address
  • Your Field View user name
  • Your company user name
  • Your mobile phone number

When you log in what is the first page that you will see?

User Training Guide. Slide 320

The first page you will be taken to after logging in to Field View will be your New Web Dashboard page.

Select one answer only

  • The Tasks Page in New Field View
  • The Dashboard Page in Classic Field View
  • The Dashboard Page in New Field View
  • The My Field View Page in Classic Field VIew

Is the dashboard page one page for the whole project?

User Training Guide. Slide 320

The Dashboard is unique to your login so you can set it up to display the information that is important to you. It is not a project dashboard – so you can’t share it.

Select one answer only

  • Yes – everyone gets to see the same dashboard
  • Yes – but only if Users have the rights to see the project dashboard
  • No – it’s your own personal dashboard
  • No – it’s a dashboard for your particular team

How do you change a Dashboard widget to show you new information?

User Training Guide. Slide 324

Clicking on the Filter icon will open the Filter options for that widget. Each widget has it’s own, individual configuration options. These let you decide what set of information you want to display.

Click on the appropriate button on the dashboard widget.

How can I see what Tasks are Overdue from my Dashboard?

User Training Guide. Slide 322

For example,  clicking on the Overdue widget will take you to the Task List and automatically filter it so that it shows you your Overdue Tasks.

Select one answer only

  • By adding a Recent Task Count widget
  • By filtering a Recent Task Count by date
  • By adding an Overdue Task Count widget
  • By filtering the Task S Curve

What menu on the Field View website shows you all of your Tasks

User Training Guide. Slide 333

Clicking on the Tasks menu in the menu bar will show you all Tasks created on your project. Each Task that you create in Field View is given it’s own, unique Task ID which is show in the first column.

Select all that apply

  • a. The My Field View menu in Field View Classic
  • b. The Tasks Menu in New Field View
  • c. The Project Setup Menu in Field View Classic
  • d. The Dashboard Menu in New Field View

How do you change the status of a Task on the New Field View website?

User Training Guide. Slide 334

You can quickly and easily change the status of Tasks from this screen by clicking on the Status dropdown for a Task. This will show you the available Workflow Statuses for that Task.

User Training Guide. Slide 335

Select the Tasks that you want to change the status of by clicking on the check box next to each one and then click the Actions dropdown.

User Training Guide. Slide 352

Clicking on a Task ID will open the detailed view of your Task allowing you to enter new information as required as well as change the Status of your Task.

Select all that apply

  • a. Select the Task Menu and then the Task ID
  • b. Select the Task Menu, highlight the task and then click the Actions menu
  • c. Select The Task Menu and then click on the Status box
  • d. Select the Task Menu and then click on the Overflow Menu

How do you change the status of multiple Tasks on the New Field View website?

User Training Guide. Slide 335

Select the Tasks that you want to change the status of by clicking on the check box next to each one , click the Actions dropdown then select Change Status. You can now choose from a list of available statuses to move all Tasks to at the same time.

Select one answer only

  • Select each Task, click on the + button then click Change Status
  • Select each Task, click on the Actions menu then click on Change Status
  • Select each Task then click on the Status box for one of them to change them all.
  • Select each Task, click on the Overflow Menu then click on Change Status

How do you sort your Task list by what type of Task it is in New Field View?

User Training Guide. Slide 346

You can filter on many things including: 

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package 
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date, Status Change Date

User Training Guide. Slide 336

If you want to see your information sorted by a different column click on that column header to change the Sort. For example clicking on the Type column header will sort your Tasks by Task Type.

Select all that apply

  • a. Select the Filter icon and then select Task Description
  • b. Select the Filter icon and then select Task Type
  • c. Click on the Type column header
  • d. Click on the Status column header

How do you sort your Task list by where it is in New Field View?

User Training Guide. Slide 346

You can filter on many things including: 

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date, Status Change Date

User Training Guide. Slide 336

If you want to see your information sorted by a different column click on that column header to change the Sort. For example clicking on the Type column header will sort your Tasks by Task Type.

Select all that apply

  • Select the Filter icon and then select Location
  • Select the Filter icon and then select Task ID
  • Click on the Location column header
  • Click on the Description column header

Where can I see a Task that is linked to a Form in New Field View?

User Training Guide. Slide 360

You can also see any Photographs, Comments, Documents or Tasks that are attached to each question on your Form via the icons on the right hand side.

User Training Guide. Slide 337

The first icon shows you whether there are any Associations for this Task. Associations are what link two items (Tasks or Forms) together. So,  for example, if you were completing a Quality Check Form and one of the checks was unsatisfactory you could raise a new Task directly from the Form to deal with it. This will create an Association.

Select all that apply

  • By clicking on the Form ID
  • By clicking on the Associations icon on the right
  • By clicking the Filter icon and selecting Linked Tasks
  • By clicking on the Overflow Menu

What does the icon that indicates that a Task is overdue look like in New Field View?

User Training Guide. Slide 338

The second icon in the list indicates that a Task is overdue. It looks like a red stopwatch.

Select one answer only

  • a. A Red Clipboard
  • b. A Red Lightning Bolt
  • c. A Red Paperclip
  • d. A Red stopwatch

How can you see if there are photographs attached to a Task in New Field View?

User Training Guide. Slide 339

The third icon shows you whether there are any photographs attached to your Task.

Select one answer only

  • a. By clicking on the Task ID
  • b. By clicking on the Associations icon on the right
  • c. By clicking the photograph icon on the right
  • d. By clicking on the Overflow Menu

How can you see if there are comments attached to a Task in New Field View?

User Training Guide. Slide 340

The fourth icon shows you whether there are any comments attached to your Task.

Select one answer only

  • By clicking on the Task ID
  • By clicking on the Associations icon on the right
  • By clicking the comments icon on the right
  • By clicking on the Overflow Menu

How can you see if there are attachments added to your Task in New Field View?

User Training Guide. Slide 341

The fifth icon allows you to add attachments to your Task.

Select one answer only

  • By clicking on the Task ID
  • By clicking on the Associations icon on the right
  • By clicking the paperclip icon on the right
  • By clicking on the Overflow Menu

How can you see who signed off a Task in New Field View?

User Training Guide. Slide 342

Finally each Task has an Overflow menu – represented by three dots. Here you can access a Status Audit, view the Task Report or see a Full Audit Trail.

The Status Audit will show you when the workflows status of this Task was changed and by who.

The Full Audit Trail will show you when any of the main Task information fields were changed and by who. This information can be exported for Audit and investigation purposes by clicking the Export to Excel button in the top left-hand corner.

Select one answer only

  • By clicking on the Task ID
  • By clicking on the Overflow Menu
  • By clicking on the Filters Menu
  • By clicking on the Actions Menu

How can you see a printable list of more than one Task in New Field View?

User Training Guide. Slide 349

Finally the Actions Menu gives you some additional reporting options that allow you to print or export your information outside of Field View.

Tasks Report will generate a PDF of all of the Tasks that are visible in the Tasks list. This means that if you have filtered your Tasks to show a smaller list of Tasks only these will be exported to the report.

Select one answer only

  • By clicking on the Task ID
  • By clicking on the Overflow Menu
  • By clicking on the Filters Menu
  • By clicking on the Actions Menu

How can you export a list of your Tasks to Excel in New Field View?

User Training Guide. Slide 352

Finally the Export as CSV option will take the information available on screen and export it to an Excel compatible file.

Select one answer only

  • By clicking on the Task ID
  • By clicking on the Overflow Menu
  • By clicking on the Filters Menu
  • By clicking on the Actions Menu

What filter do you use if you want to see what Tasks you have on the First Floor in New Field View?

User Training Guide. Slide 346

You can filter on many things including: 

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package 
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date, Status Change Date

Select one answer only

  • Location Filter
  • Floor Filter
  • User Filter
  • Issued To Package filter

What filter do you use if you want to print a list of Tasks for a subcontractor in New Field View?

User Training Guide. Slide 346

You can filter on many things including:

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date 
  • Status Change Date

Select one answer only

  • Location Filter
  • Floor Filter
  • User Filter
  • Issued To Package filter

What filter do you use if you want to see all Tasks that were raised last week in New Field View?

User Training Guide. Slide 346

You can filter on many things including: 

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package 
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date, Status Change Date

Select one answer only

  • Status Change Date Filter
  • Created / Issued Date Filter
  • Issued By User Filter
  • Status Filter

How do you edit Task information on the website in New Field View?

User Training Guide. Slide 353

Left clicking on a Task ID will open the detailed view of your Task allowing you to enter new information as required as well as change the Status of your Task.

Select one answer only

  • Right click on the Task that you want to edit
  • Highlight the Task that you want to edit and select the Overflow Menu
  • Right click the Task ID
  • Left click the Task ID

Can you see a PDF that you attached to a Task on the website on the tablet?

User Training Guide. Slide 341

Likewise on the tablet you can see only photographs that you have attached. Any other document attached on the website will not be visible.

Select one answer only

  • Yes – any document that you attach on the website can be seen on the tablet.
  • Yes – Field View will download the PDF to your tablet and you can use a PDF viewer to see it
  • No – documents attached on the website cannot be viewed on the tablet
  • No – Word files attached on the website can be viewed on the tablet but PDF files cannot.

Can you create a Task on the website and attach a Task Pin?

User Training Guide. Slide 360

You can see the Plan View on the website but you cannot add or move a Pin. While you can raise a Task and add a pin (or move it) on the tablet you can only see the plan on the website – not add a pin to it.

Select one answer only

  • Yes – just like the tablet you can attach a Pin on the website
  • Yes – but differently to the tablet it’s not drag and drop, you need to mark up the plan.
  • No – you cannot currently add Task Pins on the website
  • No – you can only add Form Pins on the website not Task Pins

What menu shows you all the Forms that you have raised on your Project in New Field View?

User Training Guide. Slide 362

The Forms Menu works in a very similar way to the Tasks Menu and shows you all the Forms that you have raised on your Project.

Select one answer only

  • The Forms menu
  • The Dashboard menu
  • The Overflow menu
  • The Field View menu

How do you add a new Form on the New Field View website?

User Training Guide. Slide 362

Click on the + button to add a new form directly on the website..

Click the appropriate button on the website

Can you add a wet signature on the New Field View website?

User Training Guide. Slide 365

You cannot currently add a wet signature to a form on the website. You can only select your name and Organisation.

Select one answer only

  • Yes – just like the tablet you can attach a wet signature on the website
  • Yes – but differently to the tablet you have to input your password
  • No – you cannot currently add signatures at all on the website
  • No – you cannot add a wet signature you can only select your name and company

Can you sign a Form as another user on the website?

User Training Guide. Slide 365

If you attempt to sign a form as another User you will need to have them present as they will need to input their Field View password to add their signature.

Select one answer only

  • Yes – just like the tablet anyone can sign the form
  • Yes – but differently to the tablet you have to input your password
  • No – you cannot currently sign a form as someone else on the website
  • No – signing a form as another user requires them to enter their password on the website

How can you change information on a Process Task in New Field View?

User Training Guide. Slide 373

Clicking on the Overflow menu for an individual Tasks will open up the Action Menu for that Task.

Select one answer only

  • Overflow button on each status
  • Right-clicking on each status
  • Selecting the Task ID for each Task
  • Click on the Actions menu

What does New Field View and Field View Classic options mean?

User Training Guide. Slide 319

The main screens that you will be using on the Field View website have been revamped into a new “look and feel” which we call New Web. As a User it is these screens you will be spending your time on.

Select one answer only

  • Nothing – it’s just different “skins” to make the website look different
  • New Field View has more functions than Classic Field View
  • New Field View is for new projects – Classic Field View for older projects
  • New Field View is the new Viewpoint “look and feel” – Classic Field View is the old website “look and feel”

How do you update your email address?

User Training Guide. Slide 377

The Personal Details menu allows you to see and add some basic information about yourself to the Field View system. In this menu you can: 

  • Change your name (if you get married or it is spelt incorrectly) 
  • Add or update your Job Title. 
  • Add or update your Telephone number, Mobile number or email address.

Select one answer only

  • Send an email to Viewpoint
  • Send an email to your Project Administrator
  • Change it in the My Field View menu in Classic Field View
  • Change it in the My Field View menu in New Field View

How do you change your password?

User Training Guide. Slide 376

This will take you to the previous version of the Field View website where there are a few more functions available – including the My Field View menu.

This menu is particularly useful as it allows you to change your password to something more memorable if needed.

Select one answer only

  • Send an email to Viewpoint
  • Send an email to your Project Administrator
  • Change it in the My Field View menu in Classic Field View
  • Change it in the My Field View menu in New Field View

If you update your password on the website will this update your password on the tablet?

User Training Guide. Slide 378

Remember – if you update your password on the website you must sync your tablet for it to download the new password.

Select one answer only

  • Yes – changes you make on the website are automatically updated to the tablet
  • Yes – changes you make on the website will update the tablet once you press sync
  • No – you will need to change your password on the tablet as well
  • No – once the password is set you cannot change it on the tablet.

How do I get help with using Field View on the website?

User Training Guide. Slide 381

Clicking on your User Name in the top right-hand corner of the page will open some additional options – including access to our Help menu.

User Training Guide. Slide 381

You can also access our new Clearview portal at https://clearview.viewpoint.com/ which provides additional functions such as Service Status and Live Chat functions. You will need to be created a Clearview account first so contact our Support Team on [email protected] to get this arranged.

Select all that apply

  • By clicking on the My Field View menu in Classic Field View
  • By clicking on the User menu in the top right on New Field View
  • By visiting https://.clearview.viewpoint.com
  • By clicking on the More Menu in Classic Field View