User Guide

Clipboard™ IS

Part Number 181454-01

Rev. A (05/08)
User Guide - Clipboard IS

Copyright 2008. Bently Nevada LLC.

All rights reserved.

The information contained in this document is subject to

change without notice.

The following are trademarks of General Electric Company in

the United States and other countries:

Bently Nevada, Clipboard, System 1, TDXnet, Snapshot

The following are trademarks of the legal entities cited:

Modbus is a trademark of Modbus-IDA.

Microsoft, Windows, Windows CE, and ActiveSync are
trademarks of Microsoft Corporation.

Contact Information

The following contact information is provided for those times

when you cannot contact your local representative:

Mailing Address 1631 Bently Parkway South

Minden, Nevada USA 89423
USA
Telephone 1.775.782.3611
1.800.227.5514
Fax 1.775.215.2873
Internet www.ge-energy.com/bently

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 Additional Information

Product Disposal Statement

Customers and third parties, who are not member states of
the European Union, who are in control of the product at the
end of its life or at the end of its use, are solely responsible for
the proper disposal of the product. No person, firm,
corporation, association or agency that is in control of
product shall dispose of it in a manner that is in violation of
any applicable federal, state, local or international law. Bently
Nevada LLC is not responsible for the disposal of the product
at the end of its life or at the end of its use.

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User Guide - Clipboard IS

Contents

1. ClipboardTM IS Essential Reading ................1

1.1 System Overview......................................................................... 1
1.2 Windows® Software Overview.............................................. 4
1.2.1 Today Screen ...................................................................... 4
1.2.2 Navigation Bar ................................................................... 5
1.2.3 Command Bar .................................................................... 5
1.2.4 Status Icons ......................................................................... 6
1.3 Installing and Uninstalling System 1® Notes Software
........................................................................................................ 6
1.3.1 Installing System 1 Notes Software ......................... 6
1.3.2 Uninstalling System 1 Notes........................................ 7
1.3.3 Notes About Uploading and Downloading........... 8
1.4 Using Wireless .............................................................................. 9
1.4.1 Powering On and Powering Off Wi-Fi..................... 9
1.4.2 Accessing a Network.....................................................10
1.4.3 Using Bluetooth Communications..........................11
2. Connecting to System 1 Software............ 13
2.1 Clipboard IS Overview.............................................................13
2.2 Connecting to System 1.........................................................13
2.2.1 Instruments Hierarchy Overview.............................13
2.2.2 Configuring the Instrument Hierarchy to
Recognize the Clipboard IS Unit...............................14
2.2.3 Acquiring a Computer Name From the Network
.................................................................................................16
2.2.4 Adding a DCM Server ....................................................16
3. Operating the Clipboard IS Unit ............... 19
3.1 Operation......................................................................................19
3.2 Screens ..........................................................................................20
3.2.1 Data Collection.................................................................20

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 3.2.2 View Stored Data............................................................25
3.3 Transfer Mgr................................................................................30
3.4 Help .................................................................................................32
3.5 About ..............................................................................................32

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 Section 1 - ClipboardTM IS Essential Reading

1. ClipboardTM IS Essential Reading

1.1 System Overview

Figure 1-1: Front and Bottom Panel Components

Table 1-1: Descriptions of Front and Bottom Panel

Components

Item Description

Flat top panel, optional long top panels for

1
adding barcode or RFID modules available.

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User Guide - Clipboard IS
Item Description

Wireless / Notification LED indicator

Off = WiFi or Bluetooth® links are both off
2
Blue flash = WiFi and / or Bluetooth links are on
Green flash = Notification events have occurred.
Charge LED indicator.
Off = No charging
3
Red flash = Charging
Red solid = Charging complete
4 Touch screen
5 Power button
6 F4 button (HP indication: iTask button)
F3 button (HP indication: Messaging button)
7 Starting iPAQ Wireless: Press and hold for 2
seconds.
5-pin charging plug with USB connector (active
8
only with powered charger).
9 Speaker and microphone inputs/outputs
F2 button (HP indication: Contacts button)
10 Starting HP Protect Tools:, Press and hold for 2
seconds.
F1 button (HP indication: Calendar button)
11 Switching Landscape / Portrait mode: Press and
hold for 2 seconds.
5-way navigation button to scroll through lists
12
and select items. Similar to using a joystick.
F5 button (HP indication: Record button)
13 Using as trigger button for optional barcode or
RFID modules.
2 Reset buttons. For Soft Reset, press both
14
buttons at the same time

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 Section 1 - ClipboardTM IS Essential Reading

Figure 1-2: Back and Incorporated Components

Table 1-2: Descriptions of Back and Incorporated

Components

Item Description

15 Serial interface for connecting optional modules

16 SD card expansion slot
17 Type II CF card slot
18 Stereo headphone/headset jack (3.5mm)
19 IrDA Infrared port
Lower socket for optional hand straps or
20
handgrips
21 2 stylus slots
Back cover label, including serial number and
22
device name

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User Guide - Clipboard IS
Item Description

External socket for connecting external trigger

23
additional to F5 button
Upper sockets for optional hand straps or
24
handgrips.
25 Battery slot

1.2 Windows® Software Overview

1.2.1 Today Screen
When you first turn on your ClipboardTM IS PDA it will
display the Today screen The Today screen allows
you to quickly view and change operating settings.

Figure 1-3: Today Screen

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 Section 1 - ClipboardTM IS Essential Reading
Table 1-3: Today Screen Descriptions

Item Description

1 Tap to view Programs Menu

2 Tap to view Connections
3 Tap to change volume or mute all sounds
4 Tap to change date and time
5 Tap to read e-mail
Tap to set appointment or view existing
6
appointments
Tap to view and set Wi-Fi and Bluetooth
7
communication settings
8 Tap to create a new item

1.2.2 Navigation Bar

The Navigation Bar is located at the top of the
screen. It displays the Start button, active
notifications (such as new e-mail, Wi-Fi connection
status, speaker status) and the current time. Use the
Start menu to select a program.

Figure 1-4: Navigation Bar

1.2.3 Command Bar

The Command bar is located at the bottom of the
screen. The Input Panel button allows you to enter
text.

Figure 1-5: Command Bar

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User Guide - Clipboard IS
1.2.4 Status Icons
The Navigation or Command Bar may display the
following icons.

Figure 1-6: Status Icon Descriptions

1.3 Installing and Uninstalling System

1® Notes Software
1.3.1 Installing System 1 Notes Software
1. Start the Microsoft ActiveSync® program
and ensure your PDA is connected.

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 Section 1 - ClipboardTM IS Essential Reading
2. If a previous version of Clipboard exists on
your PC and/or PDA, uninstall it per the
directions below.

3. Run setup.exe and follow the prompts to

install Clipboard.

Application Advisory
At the Set Up a Partnership menu,
select Guest Partnership. This will
enable proper transfer of data to the
System 1 platform.

4. Select the "System 1® Notes with Backup" if

the Backup-Restore functionality is required.

5. Select the "System 1 Notes without Backup"

if the Backup-Restore functionality is not
required.

6. Perform a warm reboot on your PDA after

the install program has completed.

7. If the "System 1 Notes with Backup" option is

selected, please run the
\Doc\Backup\Backup.exe file to take the
backups.

1.3.2 Uninstalling System 1 Notes

1.3.2.1 Uninstalling From ActiveSync Application

Add/Remove Program

1. Start the ActiveSync program and establish

a connection to your PDA.

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User Guide - Clipboard IS
2. Select Add/Remove Programs from the
ActiveSync software Tools menu.

3. Uncheck the box next to the "Bently Nevada

System 1 Notes" entry.

4. Click on Remove.

1.3.2.2 Uninstalling from Add/Remove Program From Your

PC Control Panel

1. Go to Start Menu -> Control Panel ->

Add/Remove Programs

2. Highlight the "Bently Nevada System 1 Notes"

entry and click Remove.

3. If the "System 1 Notes with Backup" is selected

during the installs, highlight the "Bently Nevada
System 1 Notes - Backup" entry and click
Remove.

1.3.3 Notes About Uploading and Downloading

1. Ensure that your USB/serial cable is not
connected when you want to use the Transfer
Manager to transfer data between System 1 and
the PDA.

2. You can upload to or download routes from

System 1 with only 1 PDA connection at a time.

3. Backup-Restore functionality allows you to back

up the application so that you can install it
directly from the PDA if, for some reason, the
application is lost. This functionality requires a
external memory (SD) card.

4. To download Microsoft ActiveSync go to:

http://www.microsoft.com/windowsmobile/activesync

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 Section 1 - ClipboardTM IS Essential Reading
1.4 Using Wireless
With wireless access, you will not need to use cables
to connect your Clipboard IS unit to the Internet or
your server. Your Clipboard IS unit can connect to an
802.11b WLAN or connect directly to other WLAN-
enabled devices. With Wi-Fi, you can:

• Connect to System 1

• Access the Internet

• Send and receive e-mail

• Access corporate network information

• Use virtual private networks (VPNs) for

secure remote access

• Use hotspots for wireless connectivity

1.4.1 Powering On and Powering Off Wi-Fi

To use Wi-Fi on your Clipboard IS, you need to turn
on Wi-Fi and set up your device. To turn the Wi-Fi on
or off:

1. From the Today screen, tap the iPAQ wireless

icon (see Figure 1-7) in the Command bar
located at the bottom of the screen.

2. Tap the Wi-Fi button.

Figure 1-7: iPAQ Wireless Icon

When Wi-Fi powers on, the Wi-Fi icon on the iPAQ

Wireless screen changes from gray to amber, and
the Wi-Fi light-emitting diode (LED) on the top of the
device flashes blue to indicate that one or more
radios are on. When the unit makes a wireless
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User Guide - Clipboard IS
connection, the Wi-Fi icon on the iPAQ Wireless
screen changes from amber to green.

NOTE
The LED may continue to flash a blue
light to indicate that Wi-Fi is turned on,
but it does not necessarily mean a
connection has been established with
another device or access point.

When the Wi-Fi is off, the icon will change from green
or amber to gray.

NOTE
Some of the power saving modes may
affect the ability of the Clipboard IS unit
to connect to some devices and
networks. If you cannot connect to a
particular wireless network, try turning
off the Wi-Fi Power Save modes.

1.4.2 Accessing a Network

Networks that you have already configured are
preferred networks. You can find these on the iPAQ
Wireless screen.

1. From the Today screen, tap the iPAQ wireless

icon (see Figure 1-7) in the Command bar
located at the bottom of the screen.

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 Section 1 - ClipboardTM IS Essential Reading
2. Click on Settings

3. In the Networks to Access Box, tap the type of

network to which you want to connect.

4. In the Wireless Networks Box, tap the desired

network name.

5. Edit the existing settings as necessary.

6. Tap OK (top right hand corner) to save changes.

NOTE
To monitor the signal strength and
status of the Wi-Fi connection click
on iPAQ wireless icon and select
Manager > Status > More.

1.4.3 Using Bluetooth Communications

The Clipboard IS operating system is based on the HP
iPAQ hx2000 handheld series. For assistance with
setting up Bluetooth communications, please go to
http://www.hp.com/sbso/bussupport.html.

NOTE
HP does not support System 1 Notes.

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 Section 2 - Connecting to System 1 Software

2. Connecting to System 1 Software

2.1 Clipboard IS Overview
The Clipboard IS PDA allows you to perform the
manual data entry functions that Snapshot™ for
Windows® CE supports using a Pocket PC device. The
Pocket PC device acts just like a Snapshot handheld
data collection unit except that you must manually
enters all the inputs (the system does not support
direct measurements from transducers). It is possible
to collect data only for points that were configured
as manual entry in System 1™ Configuration.

The Clipboard IS unit with System 1 Notes software

installed was designed to work in conjunction with
the System 1® software. You must use System 1
Configuration to configure a route and download this
route to your Clipboard IS unit prior to collecting
data. You can then upload this data to the System 1
platform.

2.2 Connecting to System 1

You use wireless or USB communication to download
scheduled routes from a System 1 workstation to the
Clipboard IS unit. You aslo use them to upload the
routes back to the System 1 software after you have
manually collected the data.

2.2.1 Instruments Hierarchy Overview

The System 1 software displays instruments (3500
rack, TDXnet™ communication processor, Snapshot
data collector, DDE Server, etc.) that collect data for
the points in your System 1 Enterprise in the
Instrument Hierarchy. A single Enterprise can have
multiple Data Acquisition Stations, 3500 Monitors,
and other Instruments. The System 1 software
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User Guide - Clipboard IS
includes a variety of templates to help you configure
new instruments.

The Instrument Hierarchy Screen (see Figure 2-1)

displays the Instrument Hierarchy. The Instrument
Hierarchy is a tree-type display of the Data
Collection Instruments for your System 1 Enterprise.
Use this window to add new Data Acquisition (DAQ)
Server stations, 3500 racks, TDXnet communications
processors, DDE Servers, and OLE Automation
Exporters, or to edit the properties of existing
instrument components.

Figure 2-1: Instrument Hierarchy Screen

2.2.2 Configuring the Instrument Hierarchy to

Recognize the Clipboard IS Unit
The Clipboard IS unit may connect to System 1 only if
you add its Device ID to the System 1 Instrument
Hierarchy.

To add a Device ID (refer to Figure 2-1 for help):

1. Open System 1 Configuration.

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 Section 2 - Connecting to System 1 Software
2. Open the Enterprise to which you will upload
the Clipboard IS unit.

3. Under the Instrument Hierarchy, right-click

on Portable Data Collectors and click on
Process-Only Data Collector.

4. Fill out the required information in the

General tab and click OK.

5. Right click on Portable Data Collectors and

click on Properties.

6. Under Snapshot Data Collector IDs, click

Add. A window will appear asking you to
enter the Device ID.

NOTE
To locate the Device ID, open Settings >
System > HP Asset Viewer > Wireless
LAN. The software will display the
Device ID as the MAC address.

7. Enter the Device ID and click OK.

8. Click OK again, to exit the Properties menu.

After completing the above steps you have

successfully entered the Device ID. Read the
following sections to establish a successful link
between the System 1 software and Clipboard IS.

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User Guide - Clipboard IS
2.2.3 Acquiring a Computer Name From the
Network
1. Navigate to the computer on which the System 1
software is installed.

2. Go to My Computer > Control Panel > System.

3. Click on the tab called Network Identification or

Computer Name. The tab name depends on the
version of Windows you are using.

4. Copy the name under “Full Computer Name.”

2.2.4 Adding a DCM Server

In order to upload and download routes on the
Clipboard IS series,you must add a Data Collector
Module (DCM) server to the Clipboard IS unit.

To add a DCM server on the Clipboard IS unit:

1. Tap Start > System 1 Notes > Transfer Mgr

> Add Connection.

2. Click F2 or tap the Value Entry button in the

lower left corner.

3. Enter the computer name acquired from

Section 2.2.3.

NOTE
When entering the computer
name, the entry is CAP and
DASH sensitive.

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 Section 2 - Connecting to System 1 Software
4. Press OK. The recent entry will appear in the
“DCM Servers” column.

5. Double-tap on the entry. When the

Clipboard IS unit makes a successful
connection an Enterprise name will appear
in the “Enterprises” column.

NOTE
When double-tapping the name in the
DCM Server column, the Clipboard IS
unit will attempt to connect to the
Enterprise. Make sure that you make a
secure connection using either the
wireless or USB link.

6. Press OK.

The Clipboard IS unit now recognizes the computer.

NOTE
After making a successful connection,
the Clipboard IS unit will display the new
DCM entry in the Transfer Mgr screen
under “Add Connection”.

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 Section 3 - Operating the Clipboard IS Unit

3. Operating the Clipboard IS Unit

3.1 Operation
The Clipboard IS unit allows you to collect plant asset
data using a scheduled route that you define in
System 1 software and downloaded to the PDA. You
can carry the PDA throughout the plant to collect
data for the assets in the route, and then upload the
collected data to the System 1 software. The System
1 Notes software cannot collect data directly from
transducers. You must manually enter data into the
Clipboard IS unit.

While on the route you can:

• Use Observation Codes to add observations

about the condition of a machine or plant.

• Collect temperature and process

information.

• Compare the current data values with

previously collected data for the same point.

• See whether or not current data values are

in alarm, and take appropriate corrective
actions for those that are.

After you upload the collected data from the

Snapshot Clipboard unit to the System 1™ Data
Acquisition Server, the data can be plotted, displayed,
analyzed, trended, made available to other data
collection and display applications via DDE or OLE,
and processed in any manner compatible with the
System 1 software.

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User Guide - Clipboard IS
3.2 Screens
To open System 1 Notes, Tap Start > System 1
Notes. The screen in Figure 3-1 will appear.

Figure 3-1: System 1 Notes Screen

3.2.1 Data Collection

To enable communication between the Clipboard IS
unit and the System 1 software, please complete
Section 2.

Data collection is the process of entering data from

plant assets into the Clipboard IS unit. The unit
collects data in the order in which you configured the
software using the route downloaded from the
System 1 platform. The Clipboard IS unit accepts only
manually entered data.

You cannot use transducers, connectors, or other

devices to directly input data from a monitored plant
asset to the Clipboard IS unit.

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 Section 3 - Operating the Clipboard IS Unit
To collect data, double-tap on the Data Collection
icon. This brings you to the route selection window
shown in Figure 3-2:

Figure 3-2: Select Route Screen

3.2.1.1 Select Route Screen

The Select Route screen lets you select any of the

pre-configured routes that you have downloaded
from the System 1 software. The sample in Figure 3-2
shows 3 routes that have been downloaded to this
Clipboard IS unit. Their names are:

• Route 1 (this is the currently selected route -

noted by the highlighted box)

• Pump Route

• Steam Turbine Route

Double-tap to select the route.

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User Guide - Clipboard IS
3.2.1.2 Explorer Screen

The Explorer screen is a hierarchical presentation of

the currently selected route. Tap the 'plus' sign [+] to
expand any node of the hierarchy, and tap the
'minus' sign [-] to collapse it again. This hierarchy is a
duplicate of the Route Manager Hierarchy that you
System 1 platform shows.

Figure 3-3: Explorer Screen

Table 3-1: Explorer Screen Functions

Number Description

1 Return to the previous screen

Skip the selected node. Use Skip to temporarily remove an
area of a plant, a machine, or a point from a route. Pressing
the button at the node that is marked as skipped will mark
2 that point as un-skipped. Use this feature if the machine or
groups of machines are not operating or for some reason
data is not to be collected. Any points marked as skipped will
not appear in a missed points report.
Expand or collapse all nodes below the selected node in the
3
hierarchy.

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 Section 3 - Operating the Clipboard IS Unit
Number Description

4 Find the required node by its point name.

Use the Note Entry screen to add an observation from a list
5
or a freehand numerical or text note.

If you double-tap while a point is highlighted (such as

the "Inlet Temperature" point in this example), the
Manual Entry screen will open, allowing you to enter
the data value that you observe. This hierarchy is a
duplicate of the one that the Data Acquisition Server
computer shows.

3.2.1.3 Manual Entry Screen

The Manual Entry screen is the screen an operator

uses to enter observed readings. Operators can enter
any observed value on their route. A few possible
examples include the following:

• Heat exchanger temperature reading

• Pump suction pressure value

• Position of a circuit breaker or valve (open or

closed)

Use the touch screen to enter values. Note that the

Clipboard IS unit gives a previous value for the point
in the lower left portion of the touch screen. This is to
help an operator to know that the readings are being
made with the right units and are within the correct
range of values. The System 1 Notes software
displays alarm set points to the left of the keypad
("40 and Greater" in the example of Figure 3-4). When
you press the Enter arrow, the System 1 Notes
software will return to the Explorer screen.

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User Guide - Clipboard IS

Figure 3-4: Manual Entry Screen

3.2.1.4 Note Select Screen

Tapping on the “ABC” icon in the Manual Entry

screen allows you to enter the Note Select screen
shown in Figure 3-5. This option allows you to select
a note from a predetermined listing of appropriate
'observation codes.' You can configure a set of
applicable notes in System 1 Configuration for use
with any particular point on your route. When you
make your inspection of the plant asset, you can
then select from the list of notes included with the
measurement point.

Example:

Figure 3-5 shows some possible choices for

useful notes. If none of the notes in this
pre-established list describes the actual
conditions that you observe, you can create a
new note in the Text Entry screen. To open the
Text Entry screen, click the 'notepad and pencil'
icon at the bottom of the touch screen.

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 Section 3 - Operating the Clipboard IS Unit

Figure 3-5: Note Select Screen

3.2.2 View Stored Data

Viewing stored data is the process of displaying on
the Clipboard IS unit touch screen the data values
that you have collected. You also use this selection
to view samples that you have collected and samples
that you have not collected, and to view the Off Tour
points that you have collected in addition to the
scheduled points.

To view data, select View Stored Data by double

tapping on the icon. This brings you to the Route
selection window shown in Figure 3-6.

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User Guide - Clipboard IS

Figure 3-6: View Stored Data Screen

3.2.2.1 Stored Data Explorer

This application lets you view collected data that is

stored in the Clipboard IS unit. You can view data for
a particular point that you have just collected, or
data that you downloaded to the Clipboard IS unit
from the System 1 platform. You can use stored data
to compare current data values with previously
collected data so that you can see a potential
problem when in the field.

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 Section 3 - Operating the Clipboard IS Unit

Figure 3-7: Data Stored Explorer Screen

Double-tap on the icon indicated by the arrow in

Figure 3-7 to open the Plot List screen.

3.2.2.2 Plot List Screen

The Plot List screen shown in Figure 3-8 shows the

available plots that you can view in the System 1
Notes software. To select a plot, double-tap on a
listing.

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User Guide - Clipboard IS

Figure 3-8: Plot List Screen

Double-tap on “Manual Value” to access the Manual

Value screen.

3.2.2.3 Manual Value Screen

The Manual Value screen shown in Figure 3-9

displays the measurements that were taken on route
and the set points that were uploaded from System
1. Note the alarm note and units. To view the notes
that were added on this route, tap the “ABC” button.

Note that the Clipboard IS unit shows the date when

the measurement was taken at the bottom of the
screen.

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 Section 3 - Operating the Clipboard IS Unit

Figure 3-9: Manual Value Screen

Tap on the Trend Value icon (see Figure 3-10) to view

the Trend Value screen.

Figure 3-10: Trend Value Icon

3.2.2.4 Trend Value Screen

The Trend Value screen, shown in Figure 3-9 displays

the measurement versus time graph. The Clipboard
IS unit would graph every measurement that was
taken on this route here. This allows the user, and not
just the System 1 operator, to notice any anomalies.

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User Guide - Clipboard IS

Figure 3-11: Trend Value Screen

3.3 Transfer Mgr

The Transfer Mgr: Connect screen displays the
available computer connections that are registered
with the Clipboard IS unit.

NOTE
Before continuing, please complete the
procedure in Section 2.2 or connect the
Clipboard IS unit through a USB
connection using the docking station.

When you double-tap on the computer connection of

your choice, the Data Control Manager screen
shown in Figure 3-12 will appear.

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 Section 3 - Operating the Clipboard IS Unit

Figure 3-12: Data Control Manager Screen

You will see 2 columns: the Clipboard column (left)

and the Computer column (right). The computer
column will display all the available routes that are
ready for you to download. To download a route, tap
on the route name from the right column and then
tap on the transfer button (indicated by the arrow in
Figure 3-12). To upload, tap on the route name from
the left column and then tap on the transfer button.

NOTE
When you tap on one of the route
names from either column, note that
the direction of the transfer button will
change The transfer button will indicate
the direction in which it will transfer the
highlighted route.

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User Guide - Clipboard IS
3.4 Help
The Clipboard IS PDA’s Help system includes a
glossary and useful tips for operating System 1
Notes.

3.5 About
The About window is a single screen that displays the
following information:

• Copyright and legal statements

• The portable software revision number

• The Windows CE Operating System version

number

32