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In this Admin tab you can configure which Safety Record Fields a user can search by as well as what is returned in their search results. Depending on the Display Area selected, certain Field Types may be prohibited.

Also on this screen you can determine which fields display on the Discrepancy Report and Daily Field Report. 

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Selecting System Names

When adding a "Field" in this area, you actually will be selecting a System Name. A System Name is assigned by the user upon creating a new Field for a Form. System Name can be used once on a Form, but may be repeated on every Form. When you select a System Name for a Search Result Display Area, MetaField will return results for any Safety record with a matching System Name field. However, when you select a System Name for a Filter Display Area, you must also select the Field Type. In this case, MetaField will use this filter to return matching Safety records for this Field Type and System Name combination.

Info
titleDisplay Active System Names

By Default, when selecting a new field, the system will present you a list of System Names for Active fields only. To display both Inactive and Active System Name fields, remove the checkbox next to Display only Active System Names.

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Changing Field Order

 You can set the order that the fields display for a given area by choosing, Reorder Fields. A popup will appear with all of the selected fields. You can click and drag the individual fields into the desired order.

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Display Areas

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.

Daily Field Report Closed DiscrepanciesField Manage Activities QC
Area NameMetaField AreaExample (Click on an image to enlarge)Daily Field Report
  • This display area is used to control the display of Fields on the Daily Field Report
This display area also appears on the Daily Field Report, but under the heading of "Closed Discrepancies"Discrepancy Report
  • Use this display area to select the Fields for use when building your Discrepancy Report in Report Designer.

    Info

    When adding upload fields to this area, you will also want to add the image field to the Report Image Metadata area.

    Warning

    Only fields that display on the main form level, inside a Section or a primary data grid are eligible for inclusion on the Discrepancy Report. Nested or secondary data grid fields are not allowed to be added to the Discrepancy Report at this time.

Field Safety Report Safety Report Search Filter
  • When creating a Safety Report from the Field, these are the fields that you can use to search for Safety records.

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Field Safety Report Search Results
  • Fields added to this display area will appear when choosing Activities to add to an Safety Report created in Field
Field Daily Field Report Filter
  • Allows you to configure the date and technician fields that the system will use to select Safety records to add to the Daily Field Report
Warning

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 Safety records not being available for selection on this report.

Field Daily Field Report Results
  • When choosing Safety 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 Safety Search Filter
  • After you select Manage Activities in Field, the fields configured here will be available for you to filter your list of Safety records
 
Field Safety Search Results
  • Once you have filtered your Activities in Field (Manage Activities) these Fields will be presented to help you choose the desired Safety record
 
QC Safety Report Order
  • Control field display when choosing the order of Activities when generating a report
 
QC Safety Search Filter
  • In Quality Control > Safety, when searching for Activities for a specific project these Fields will be available
 
QC Safety Search Results
  • In Quality Control > Safety, when working with a project, this controls which columns will display
QC Discrepancy Report Search Filter
  • After choosing Discrepancy Report from the Safety Review screen in Quality Control, this area allows you to set the fields by which you can search for discrepancies
QC Discrepancy Report Search Results
  • After choosing Discrepancy Report from the Safety Review screen in Quality Control, this area allows you to control which columns display
 
QC Safety Project Search Filter
  • In Quality Control > Safety, when searching for a project, these fields will be available
Report Image Metadata
  • Use this display area to choose Fields that will display next to images attached to the Discrepancy Report or Daily Field Report
Utilities  
Utilities Safety Data Extract
  • In Utilities > Safety Data Extra, this controls what Fields will be available for display on the data extract
 
Utilities Safety Search Filter
  • In Utilities > Safety Data Extract, you can set fields to search for Safety records using this area
 

Utilities Safety Search Results

  • In Utilities > Safety Data Extract, this controls which columns will display