F2 Manager in F2 Touch

F2 Manager is developed for iPads. F2 Manager provides both online and offline access to cases, meetings, and approvals for the organisation’s employees and executives.

Transfer cases and records

You can transfer cases and records from F2 Touch to F2 Manager. Open a case and tap the case title in the blue ribbon to view the case details.

From the case details, tap the add icon image95 and then New F2 Manager.

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Figure 1. Transfer to F2 Manager

Tapping New F2 Manager opens a synchronisation screen where you can add relevant information associated with the transfer to F2 Manager. The procedure is the same as when creating an ad hoc meeting in F2 Desktop.

Tap Save in the upper right corner of the screen when you have added the needed information. Rea more about synchronisation with F2 Manager.

After selecting New F2 Manager and saving your information, F2 Touch adds the F2 Manager menu item in the case’s grey ribbon. This corresponds to the F2 Manager case tab in F2 Desktop.

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Figure 2. The "F2 Manager" menu item

Synchronisation with F2 Manager

The synchronisation screen consists of sections in which the relevant meeting information can be added when a meeting is created from F2 Touch. Each section is described in the following.

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Figure 3. Synchronise with F2 Manager

iPad synchronisation

Tick the “Active” box to synchronise the records on the synchronisation list to F2 Manager.

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Figure 4. iPad synchronisation

Records are synchronised only in the specified period and to the specified participants. Outside the specified period, the records do not appear on the iPad.

Use the “New elements included” drop-down to choose whether to include new elements automatically or manually.

Date and category

Use the fields in the “Date and category” section to specify a meeting date and time. Tick off the “All-day” box if the meeting lasts longer than a day.

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Figure 5. Date and category

Entering a date is required, while entering a time is optional.

Participants

Use the “Participants” field in the “Participants” section to add meeting participants. These receive:

  • The option of evaluating each agenda item up for evaluation.

  • Read access to records that serve as the basis of the agenda items.

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Figure 6. Participants

The synchronisation list

The synchronisation list shows which records are transferred to the iPad when synchronising. Untick a record on the list to exclude it from synchronisation. Unsynchronised records are shown in the list “The remaining records of that case”.

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Figure 7. The synchronisation list

It is possible to change the order of the records or move records from one list to another. Press and hold the drag and drop icon image225 and drag the record to the desired location.

The "To be rated" and "Disallow export" columns

The synchronisation list also contains the “To be rated” and “Disallow export” columns. To view them, rotate your device 90 degrees.

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Figure 8. The "To be rated" and "Disallow export" columns in the expanded synchronisation list

Tick the box in the “To be rated” column to let the meeting participants evaluate the agenda item. Advanced options related to evaluation also exist. These are described in the Show advanced section.

Tick the box in the “Disallow export” column to prevent the agenda item from being exported from the F2 Manager app. This means that the agenda item and its attachments cannot be shared with other apps on the iPad and cannot be printed.

Show advanced

Tap Show advanced in the upper right corner of the synchronisation screen to open the advanced F2 Manager synchronisation options.

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Figure 9. The "Show advanced" item

The advanced synchronisation options include:

  • Add a category to the meeting. Use a category to indicate the general topic of the meeting.

  • Add stakeholders to the meeting. Stakeholders cannot evaluate agenda items, but otherwise have the same rights as meeting participants.

  • Add additional information, such as meeting title and description.

  • “Can only be submitted until”: Specifies in hours the end time of the period in which meeting participants can submit their evaluation.

  • “Not shared until”: Specifies in hours the start time of the period in which meeting participants can view everyone’s evaluations.

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Figure 10. Advanced synchronisation options

Annotations made in F2 Manager

In F2 Manager, you can annotate documents attached to a meeting. This is a quick and easy way to add comments and highlight important sections in the document for later use.

When you open F2 Touch after making annotations in F2 Manager, F2 Touch automatically displays the case with which the annotation record/document is associated. Annotation records can be found by searching the “Archive”: Specify the user who made the annotation in the “Record/case responsible” field, and then enter “F2 Manager archive” in the free text search field to perform the search.

The search shows all records annotated by that user and may be saved to allow quick access to future annotations.

The annotations will not be visible if F2 Touch uses Apple’s PDF viewer, which does not support these annotations. To accommodate this, you can export the document to another app that can read annotations (such as Acrobat Reader).