Versions Compared

Old Version 42

changes.mady.by.user Christy Kolle

Saved on

compared with

New Version 43

changes.mady.by.user Christy Kolle

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
Table of Contents

 

...

Select Lab from the MetaField home page and then choose Soil Proctor Results.

There are 2 options for entering the Proctor information:

Menu OptionsDescription

Add Proctor

  • Use when entering Proctors for different projects or to add a single Proctor quickly – without searching for a project first.

View Proctors

  • Use when you want to add several Proctors to a single project or want to view Proctors already added to a project.
  • You will need to first search for the desired project or one from the Recent Projects list. Select the View Proctors link next to the project and then Add Proctor for this Project.
  • Use when you want to add an image to a proctor.
Info
titleProject Status and Proctors

The system only allows Proctors to be added to Active projects. If you are unable to add a Proctor, make sure the project is Active in your source system.

Proctor Fields to Complete

 

FieldDescriptionExample

Project Number

  • Enter the exact project number to which the Proctor applies.
  • If you are adding a Proctor to a project already selected, this field will be completed for you.
  • This is a required field.


Click image to enlarge

Proctor ID

  • Enter in the proctor identification.
  • This is a required field.
Method 

Soil Classification

  • Select the appropriate soil classification.
  • This list is maintained by your Business Administrator.
  • This is a required field.

Soil Classification Description

  • After selecting a Soil Classification, the description will automatically be populated.
  • This field is read-only.
  • Descriptions are maintained by you Business Administrator.

Color

  • Enter the soil color.

Size

  • Enter the soil particle size.

Opt Moisture

  • Enter the Optimum Moisture of the Proctor.
  • This is a required field.

Moisture Determination Standard

  • Moisture Standard for Proctor.

Max Density

  • Enter the Maximum Density for the Proctor.
  • This is a required field.

Density Determination Standard

  • Density Standard for Proctor.

Retained on 200 Sieve

  • % Retained on 200 Sieve

Passes on 200 Sieve

  • % Passed on 200 Sieve
Liquid Limit 
Plastic Limit 
Plasticity Index 

Source

  • Source of sample

Geologic Origin

  • Origin of sample
Family Curve
  • Family of curves the Proctor is associated with

Notes

  • Any notes necessary for Proctor

 

Editing a Proctor

To edit existing Proctor information in MetaField:
  1. In Lab, go to Soil Proctor Results and choose View Proctors.
  2. Locate the project with the Proctor(s) you would like to edit and select to View Proctors hyperlink prior to the project number.
  3. A list of Proctors for the select project will appear.  Select the Edit button next to the Proctor you would like to edit.
Image Removed

Image Added

Adding a Proctor

Family

Curve

StepExampleSelect

or Image

Both Proctor Curves (PDF file format) and Proctor Images can be added to a Proctor. To do this, you must first choose the correct Proctor from the list. Then select the Upload Proctor Curve/Image button. 

Adding a Proctor Family Curve

To add a Family Curve, select the Add Family Curve For This Project button on the View Proctors screen

Image Removed2.

Enter the name of the Proctor Family Curve, along with any notes if necessary, and select save.

Image Removed3. Your entry will be added to the Family Curves grid on the View specimens screen.Image Removed4. To add individual proctors to the family of curves you just added,assign the appropriate Family Curve when adding or editing a proctor.Image Removed

 

Adding an Image / PDF to a Proctor or Family Curve

StepExample
  1.  Select either the Upload Curve button or Upload Proctor Image button:

Upload Curve: Meant to attach a grid containing a proctor curve or family of curves, or both. (Becomes viewable within Field and QC)

Info
titleFamily of Curves

If an attachment is uploaded to a Family of Curves, all proctors associated with that Family, will also receive the attachment.

 

Upload Proctor Image: Meant to attach an image of the actual soil. (Becomes viewable within Field and QC)

 

Image Removed

 

2.  Once the desired Upload button is selected, a popup will open.  Begin browsing for your attachment.

Image Removed

 

3.  Once you have selected your attachment, assign the image to the appropriate Proctor Curve, Family Curve, or both. Save.

Tip
titleTip

Note that you can upload multiple images to multiple records within the same upload.

Image Removed

4.  The attachment will now be associated with Proctor Curve, Family Curve, or Proctor Image, depending on what was selected during the upload. Each type of attachment, can be viewed or deleted in their respective columns on the grid. (See attachments)

Info
titleFamily Curves

A Family of Curves attachment will be indicated on the Family Curves grid and the Proctors grid.  The attachment can be viewed on both grids but can only be deleted from the Family Curves grid.  Deleting a Family Curve attachment will also remove it from any associated proctors in the Family Curve column on the Proctor grid.

Proctor Image:

Image Removed

Curves Images:

Image Removed

Copy Proctor For Another

 

Uploading a Family Curve Image

 To upload an image to a Family Curve, select the appropriate Family curve and then choose the Upload Family Curve button. 

Once an image is saved, an icon will appear under the Family Curve column. You can select this icon to view the image.

 

Adding Proctors to a Family Curve

To add individual proctors to a Family of Curves you must first add the Proctor Family. Then you can edit a Proctor and choose the correct Family Curve value. 


Copy Proctor Values to a New Project

Proctors can be copied from one project to another by using the Copy Proctor To Another Project button.

StepExample
1. Select the Copy Proctor To Another Project button

2. Enter in the project number you'd like the proctor to be copied to.

Assign the copied proctor an ID.

Select which proctor you'd like to copy.

3. If the proctor you are copying contains one or more images (Family Curve, Proctor Curve, Proctor Image), these images will also be copied. However, before saving, the system allows you to View the Proctor Curve or Add a new one.

Note: If the Family being copied already exists within the new project, the Family Curve image will be lost during the copy. Images can always be added or removed after the copy. (See Adding an Image / PDF to a Proctor or Family Curve above).

 

 

Deactivate, Activate, Delete and View History on Proctors

From the View Proctors screen in Lab, you can deactivate, activate, delete or view history on a Proctor.

 

IconControlDescription
Deactivate
  • Proctor is unavailable for use on future Soil Density tests and is hidden from dropdown lists in Field. 
  • Deactivated Proctors will display in the main grid in Quality Control as well as on Reports.
  • If you choose to edit a test with a deactivated Proctor, on the edit screen you will see Pending Proctor and you will need to select an Active Proctor.
Activate
  • Used to change Inactive Proctor to Active.  
  • Once change to Active, the Proctor will be available in the Field dropdown list.
History
  • View the create and last modified user and date.
Edit
  • Opens the record to make changes.
Delete
  • Permanently deletes the Proctor from the system.
  • Only Proctors that have not been associated with a density test can be deleted.



Proctor FAQs

QuestionAnswer
When can I edit a Proctor?

Proctors can only be edited or deleted if they are not currently used on a Soil Density test.

Exception: If necessary, proctors can be edited if they've already been used on a density test with the Manage Soil Proctors special permission (Roles)

How do I edit or delete a Proctor that has been used on a test?

You can’t. If you have discovered a Proctor contains incorrect information, but that proctor is currently in use, contact the project manager to determine next steps.

Exception: If necessary, proctors can be edited if they've already been used on a density test with the Manage Soil Proctors special permission (Roles)

How do I make sure a Proctor is not used on future tests?Deactivate the Proctor.  A Proctor in the status of Inactive, will remain on all tests where it was used, but will not be available for any future tests.
How do I change the Proctor on a test that has already been saved?Within Quality Control, the project manager can change the Proctor on any test until the test has the status of Complete.