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Purpose
The Suppliers tab is where the Suppliers, Plants and Mix Design lists are maintained. Both plants and mix designs are associated to (owned by) a suppliers.
Managing Suppliers / Plants / Mix Designs
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To add a Supplier, simply click the Add button in the upper-right corner of the Supplier grid.
Adding a Plant or Mix Design
Both Plants and Mix Designs are associated to (owned by) a Supplier. First select the Supplier for the Plant and / or Mix Design you want to add. Like with Suppliers, click the Add button to add your plant and / or mix design.
Importing Mix Designs
Mixed Designs can be imported using the Import Mixed Designsbutton. A simple .csv text file is imported to build a list of mix designs for a given supplier. Only mix designs for a single supplier can be uploaded during an import process, but the process can be repeated for subsequent mix designs.
CSV file structure:
| A | B |
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| Mix Design Name | Mix Design Notes |
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Field values should NOT have commas in them unless the field value is surrounded by double quotation marks ( " ). |
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If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function. |
Managing Draft Suppliers / Plants / Mix Designs
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Users (field technicians) can be prevented from entering Draft values in the Field module. Simply remove the check mark in the respective Allow Draft Values field above the appropriate Supplier, Plant or Mix Design grids.
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Since suppliers and plants tend to be more predictable (can be entered ahead of time), a firm may choose to not allow Draft values to be entered for suppliers and plants, but allow Draft mix design values to be entered. |
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Administrators need to plan for a regular review of Draft records. The Dashboard can also be used to easily identify any concrete sample or bituminous density test records that exist in the system with Draft supplier, plant or mix design records.
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It's critical that somebody own this active review of Draft suppliers / plants / mix designs. By making these Draft entries active, they become values that technicians can select in the Field module versus having to type them. In addition, it ensures better data integrity and avoids situations where "Plant 1" and "Plant #1" are entered and really mean the same thing, but to MetaField are really different values. |
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