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Filters and Search Results are preconfigured for you. You may always alter this configuration as needed. Below is a list of Display Areas and an explanation as to what part of the system to which they apply.
Area Name | Applies To | MetaField Area | Example (Click on an image to enlarge) |
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Daily Field Report | Activity | - This display area is used to control the display of Fields on the Daily Field Report
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Daily Field Report Closed Discrepancies | Activity | - This display area also appears on the Daily Field Report, but under the heading of "Closed Discrepancies"
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Discrepancy Report | Activity | | Image Modified |
Field Activity Report Filter | Activity Evaluation | - When creating an Activity Report from the Field, these are the fields that you can use to search for Activity records.
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Field Activity Report Results | Activity | - Fields added to this display area will appear when choosing Activities to add to an Activity Report created in Field
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Field Daily Field Report Filter | Activity | - Allows you to configure the date and technician fields that the system will use to select Activity records to add to the Daily Field Report
Warning |
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This is pre-configured to use the Technician and Date fields that default on a Form. Be cautious of changing these as this could result in Activity records not being available for selection on this report. |
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Field Daily Field Report Results | Activity | - When choosing Activity records to include on a Daily Field Report, these Fields will display for each Form to help users choose the correct Activities
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Field Manage Activities Filter | Activity Evaluation | - After you select Manage Activities in Field, the fields configured here will be available for you to filter your list of Activity records
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Field Search Results | Activity Evaluation | - Once you have filtered your Activities in Field (Manage Activities) these Fields will be presented to help you choose the desired Activity
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QC Activity Report Order | Activity Evaluation | - Control field display when choosing the order of Activities when generating a report
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QC Activity Search Filter | Activity Evaluation | - In Quality Control > Activity, when searching for Activities for a specific project these Fields will be available
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QC Activity Search Results | Activity Evaluation | - In Quality Control > Activity, when working with a project, this controls which columns will display
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QC Discrepancy Report Search Filter | Activity | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to set the fields by which you can search for discrepancies
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QC Discrepancy Report Search Results | Activity | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to control which columns display
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QC Project Search Filter | Activity Evaluation | - In Quality Control > Activity, when searching for a project, these fields will be available
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Report Image Metadata | Activity | - Use this display area to choose Fields that will display next to images attached to the Discrepancy Report or Daily Field Report
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Utilities Data Extract | Activity Evaluation | - In Utilities > Activity Data Extra, this controls what Fields will be available for display on the data extract
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Utilities Search Filter | Activity Evaluation | - In Utilities > Activity Data Extract, you can set fields to search for Activity records using this area
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Utilities Search Results | Activity Evaluation | - In Utilities > Activity Data Extract, this controls which columns will display
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