Purpose
MetaField allows field staff to create and / or email reports from their mobile device while on the job site. This functionality is available in the Field Reports area of Field. Reports created in Field Reportsare saved in Quality Control - Field Reports, where they can be reviewed, finalized and / or countersigned by the project manager.
Reports available in Field Reports include:
Report | Description |
---|
Daily Field Report | - High-level recap of field technician work performed in the field
|
Activity Field Report | - Allows you to create an Activity report from Field
- Can report on one or more records saved in Activity
|
Concrete / Grout / Mortar Types | |
Density Testing | - Allows Field user to create the same report that is generated out of Quality Control for a particular density test.
|
Creating A Report
After selecting the Field Reports menu button from the main Field menu, simply click the Create Report button. A pop up will display where you can select the type of report you want to create.
...
After selecting your date and technician, screens similar to the following will appear if you are creating a Daily Field Report. The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.
Image Modified | Image Modified | Image Modified |
- Main report section screen
- Remove the check box to exclude the section from a report
- Overall report comments / narrative can be supplied in the Overall Comments field
| - Main sub-section screen
- Accessed by clicking on the main section button
- Remove the check box to exclude the sub-section from a report
- Comments / narrative for the section can be supplied in the Comment field
| - Sub-section details screen
- Access by clicking on the sub-section button
- Informational only
|
Creating / Previewing / Saving / Emailing a Report
The final step in creating a Field Report is to save it and optionally email it. The following parameters are available when performing this step.
Field | Description |
---|
Description | - Optional free form description of the report being created
- Saved as part of the report metadata
|
Notes | - Optional note appearing on the report in the header
- Limited number of characters available
|
Alternate Title | - If allowed in report administration settings, an alternate user-defined title can be provided at the time of creating the report
|
Report Label | - Optional
- Select the label appropriate for how your firm has implemented labels
|
Include Discrepancy Log | - Available when creating an Activity report
- A current discrepancy log can be optionally included as part of the report
- The discrepancy log by default will include all discrepancies logged against the project. Discrepancis can optionally be hidden from the log by unselecting the Activity Group/Form.
|
Capture Field Signature | - If allowed in report administration setting, a field signature can be captured.
|
Digitally Sign Report | - If allowed in report administration settings, the field report can be digitally signed
- An additional username and password will need to be supplied when selecting this option
|
Send Email | - Allows for a report to be transmitted from the field via email
- System will check to ensure SMTP server settings are defined in the Administration module first
Field | Description |
---|
From (Full Name) | - Full name of the person sending the report
| From | - Email address of the person sending the report
| To | - Email address(es) of the individual(s) the report is being sent to
Tip |
---|
If a Distribution List is defined in Project Specifications, the email addresses defined there will default into the To field. |
| Message | - Message body of the email
| Copy Me | - Sends a copy of the email to the email address in the From field
|
|
Clicking the Preview button will generate a report for you to preview, but it won't save the report.
...