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TRAIN THE TRAINER | SUPER MANUAL

BLUEBEAM NOTE: SPANISH TRAINING RESOURCES ARE AVAILABLE ON THE TOOLBOX TAB OF THE SUPER WEBSITE. NOTA: RECURSOS DE FORMACIÓN ESPAÑOL ESTÁN DISPONIBLES DE LA HERRAMIENTA TAB DE LA PÁGINA WEB SÚPER.

PURPOSE

The purpose of this manual is to serve as a guideline/resource for Superintendents during monthly training sessions with their Foremen.

Information contained in this manual supplements existing training content, and should be used to enhance the instruction and delivery of required learning objectives. LEARNING OBJECTIVES

Provide training to introduce/reinforce understanding of the following learning objectives: The benefits and usage of Bluebeam How to navigate Bluebeam on the iPad How to install and utilize Bluebeam WebDAV How to email documents from Bluebeam How to utilize various markup tools How to manage and organize markups using the Markup List

TRAINING GUIDELINES

Before Training Familiarize yourself with the content Assess trainee’s understanding of content (beginner, moderate, advanced) Plan your training approach accordingly (hands on, lecture/philosophy, etc.)

During Training Utilize training references (scripts, guides, etc.) Ensure trainee is attentive and utilizes their iPad Facilitate training using the Tell, Show, Do & Ask Model

o Tell: Communicate what the expectation is o Show: Demonstrate how to complete the activity/process o Do: Allow them to perform the activity while you direct and provide feedback o Ask: Follow up immediately to ensure they understood the expectation

After Training Have trainee sign the training acknowledgement form and submit to your region’s EA Remind trainee how to access training references (scripts, guides, etc.)

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TABLE OF CONTENTS

OVERVIEW Usage & Benefits pg. 3

Access Markups Sharing Search Work from Anywhere

NAVIGATION Command Bar pg. 4 Panels pg. 4 Tab Access pg. 5

Tool Chest Thumbnail Bookmarks Search Field Measurements

New Document pg. 6 Creating a New PDF Creating a Documents Folder

File Access (Recently Viewed) pg. 6 Opening Files Organizing Files

Document Manager (Filing Cabinet) pg. 7 Installing Bluebeam WebDAV Accessing Documents

Send Function pg. 7 Using Send Functions

MARKUPS Markups Tools pg. 8

Adding Markups

Using Markup Functions Special Markups

Markup List pg. 9 Opening & Navigating Sorting & Filtering Managing Columns

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TRAINING CONTENT

OVERVIEW |Bluebeam Review the benefits of using Bluebeam:*

Access Open project documents or create new PDFs

Markups Add various markups, including measurements

Sharing Email documents directly from Bluebeam

Work from Anywhere Internet connect not required

*Reference: Pg. 70, Computer Skills

NOTES:

Focus on the first three benefits since Issue Tracking and Progress Photos will be discussed in detail later.

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NAVIGATION |Bluebeam

USE THE BLUEBEAM USER GUIDE SCRIPT WHEN TRAINING ON THIS CONTENT

Review the overall layout of the Bluebeam app and demonstrate how to access the different tools/panels by tapping on each icon/button:* Command Bar

Icons and their functions Panels

Left side (Tab Access) and bottom (Markups List)

*Reference: Pg. 71-72 Computer Skills

NOTES:

Have the trainee point out the appropriate button for different functions (i.e. “How do you access the markups tab?” “How do you flip pages in a document?”)

Start at the top of the screen and work your way to the right. Review should be high level since each section will covered in more detail later.

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NAVIGATION, cont. |Bluebeam

Review the different components of the Tab Access panel:* Tool Chest

Use the pre-loaded markup tools when reviewing/editing documents or add frequently used/custom markup tools

Thumbnails Jump directly to a page or perform various page functions

Bookmarks & Search Add links to pages within a document and search for keywords within a text PDF

Field Verification Measurements Verify measurements or complete takeoffs using the count function

*References: Pg. 73-76, Computer Skills

NOTES:

Have the trainee practice using the markup and measurement tools!

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NAVIGATION, cont. |Bluebeam

Review the functions of the New Document button:* Creating a new PDF

Create blank PDF Creating a Document Folder

Create a folder in which to save documents

*Reference: Pg. 77, Computer Skills

Review the functions of the File Access (Recently Viewed) button:* Opening Files

Tap the file name to open a document Organizing Files

Select individual or multiples files and remove them from the list, or place them in categories

*Reference: Pg. 78, Computer Skills

NOTES:

Relevant project documentation must be stored in Egnyte (see Document Manager section).

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NAVIGATION, cont. |Bluebeam

Review the different functions of the Document Manager (Filing Cabinet) button:* Bluebeam WebDAV

Access to documents saved in Egynte Documents

Access documents saved on your iPad

*Reference: Pg. 79-80, Computer Skills

Review the different functions of the Send To button:*

Email Send document using email

Flatten & Email Send document with locked markups

Open In Open document in another app

Flatten & Open In Lock markups and open document in another app

Save As Save document with a new title

*Reference: Pg. 81, Computer Skills

NOTES:

Have the trainee access their project documentation using WebDAV!

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MARKUPS |Bluebeam

USE THE BLUEBEAM USER GUIDE SCRIPT WHEN TRAINING ON THIS CONTENT

Review the different markup types on the Annotation Toolbars:* Markups Measurements Special Markups

Review the different markup functions* Adding Markups Moving Resizing Undo and Redo Cut, Copy, Adding to my tools

*Reference: Pg. 82-83 Computer Skills

NOTES:

Have the trainee practice each of the annotations while you watch!

Open a blank document to demonstrate each of the markups

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MARKUPS, cont. |Bluebeam

Review the different functions of the Markups List* Opening & Navigating

Tap bottom panel and identify markup location(s)

Sorting & Filtering Arrange list by markup data

Managing Columns Change column view and order

*Reference: Pg. 84-85, Computer Skills

NOTES:

Have the trainee practice these functions using the markups they made!