Versions Compared

Old Version 12

changes.mady.by.user Angela DeGreeff

Saved on

compared with

New Version 13

changes.mady.by.user Karl Burkum

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

Project Information

MetaFieldTM MetaField Project Information lets users store project information on their mobile device for quick access, even when the device is offline.

  • The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity.
  • “What type of Project Information is available?”
  • The most common examples are client contact information & project accounting information.
  • Project Information can be saved for up to 5 projects.
  • Information shown is read only. 
Info

Project Information is populated from your company’s source systems
(i.e. other applications your company uses to manage their business – accounting, CRM, and/or Project management systems.)

How to Save a Project to Project Information

  • First, select Search for Project.

...

Info

Depending on your device settings, the first time you use Project Information, you may see a message asking to store data on your computer for offline use. 
If you see this message, select the ALLOW option.  If not, you will not be able to access Project Information while offline.

To View Project Information:

  • Select Project Information on the Field home page.
  • Select a project from the “Saved Projects” list. 
    • Current information will be displayed from your source systems when online. 
    • When accessing on a device that is offline, you will see the data that was cached the last time you accessed the project’s information with an active connection. 

...

Tip

When viewing Project Information,

  • Click on the Project Manager’s e-mail address to generate an email to the PM
  • click on the Work Location link to access driving directions or a Google map of the location

How to Remove a Project

Projects can be manually removed from the “Saved Projects” list in 2 ways:

...

  • To delete all items from Saved Projects, select Clear Local Cache.

Project Information: Offline Usage

  • To use Project Information offline, bookmark this page on your mobile device.

  • Use the bookmarked URL to access Project Information if you do not have an Internet connection.  
    You will not be able to open the field home page without an internet connection.

  • As you add and delete projects while you are online, MetaField will update the information stored on your device. 
    While offline, Project Information will display the version saved the last time you opened the project with an active Internet connection.

...