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Purpose
The Activity portion / Safety / Evaluation areas of Quality Controls Control allows you to add, review and edit Activity form records. You can also can add Activity form records to Reports reports and create Discrepancy Reports (Activity forms only) from this area.
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When a project is in a "closed" status, the buttons that control changing status, creating new reports, adding new records and creating report associations will be hidden. If you need to perform these functions, change the status of the project to Open. This will allow these buttons to be exposed again. |
Project Search
Like other areas of Quality Control, you will first need to search for the correct project. The Project Search screen in Activity display displays some set filters; however, your Administrator can add additional filters to this screen based on your company's needs.
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Unlike other places in Quality Control, when you search for a project all matching projects are returned to you, regardless if the project contains Activity underlying form records.The The reason for this difference is that you can bypass Field and enter Activity form records directly in Quality Control. |
Adding an Activity Record from Quality Control
To add a new Activity form record, select the Add Activity botton / Safety / Evaluation button below the filter panel. Next you will need to select the appropriate Group group and Formform.
After you have selected select your Group group and Formform, a new window will appear that will allow you to complete your Activity form record. The fields that display on this screen are determined by you MetaField Administrators. Below is an example Activity Form form with the various types of data input.
Copying an Existing
ActivityForm Record
You can create a new Activity form record by copying an existing record. Simply select the record you want to copy and choose Copy Activity / Safety / Evaluation. The Add Activity "add" dialogue will automatically open and the record will be prepopulated. Any field that your Administrators determined should be cleared upon a copy will be left blank.
Reviewing and Editing
ActivityForm Records
To review an Activity record in detail, click the pencil icon next to the record. This will open the record up in edit mode.
ActivityForm Status Values
Activity records have one of the following status values.
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| Entered |
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| Complete |
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Downloading Uploaded Files
If you have a file upload field added to an Activity form and a file has been uploaded to a record, you can download the file from Quality Control. To do this you need to open the record for editing and then choose the Download button under the file.
Associate Other MetaField Reports
with ActivityWith Form Records
Finalized reports can be associated with Activity form records. Associated Reports will be appended to Activity reports when generated.
Adding Report Assoications
To add an association, click the Add Report Association button. From the Add Report screen, search for your reports and select the ones you would like to assoicate associate with your Activity form record. Finally, save your associations.
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Seeing that Report Association Exist
You can see when a Report Association exists because an icon will appear to the right of your Activity form record when viewing the list of Activity form records.
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Deleting Report Associations
To remove an association, click the Add Report Associations button, find the report you wish to delete and select the X icon.
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Related Form Indicator
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| Form relationships can only be created from the Field module. |
If a form has a related form associated with an arrow icon will appear in the main grid. Click this icon to see information on the related form.
Visualization Rules and Hidden Data
Depending on how your form was built, it may contain visualization rules that result in fields being hidden/displaying based on entries made in other fields. Sometimes a field may display and data entered into it, and later hidden based on edits to other fields. When a field with data is hidden, the hidden data will not appear on the Report or Data Extracts. However, this data will be retained in case the conditions are met later for the field to be exposed again.