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The Delivery module is the repository of created reports in MetaField. It stores both MetaField-generated reports and other project-related reports that are optionally uploaded into Delivery. There are a variety of actions that can be performed on reports in the Delivery module.

Info

It is important to understand that the Delivery module stores reports that have been generated in other areas of MetaField or in non-MetaField applications. They are static (point-in-time) reports. Changing the underlying DATA on a test or sample will not impact reports in Delivery at all. A new report will need to be created from the source module / application and finalized or uploaded into the Delivery module.

Button and Grid Function Overview

ButtonFunction

Create Consolidated Report

Upload

Sign

  • Digitally signs the selected reports
  • Multiple reports can be signed at once / in batch
Info
  • When signing multiple reports, if at least one of the report types selected does not allow a digital signature, you will get a message that one or more reports were not signed, but the others were 
  • The Signed By column will indicate which reports were signed

Change Public Status

  • Sets report to be public or not public
  • Only applies to AgilePort customers
Email
Batch Download
  • Downloads the selected reports (PDF files) to your computer
Batch Print
  • Prints the selected reports (PDF files)
  • A consolidated PDF file will be created that you can print
  • Option to mark all printed reports as Delivered status
Edit Description
  • Edits the Description field on a report record
Info
titleAllowed Characters in Description
  • Letters
  • Numbers
  • Underscore ( _ )
  • Hyphen ( - )
  • Space 
Edit Report Label
  • Edits the label(s) associated with a report
  • Reports can have zero to many labels associated with them
Change Upload Type
  • Changes the report type assigned to the "uploaded" report
Change Consolidation Type
  • Changes the report type assigned to the "consolidated" report
Deliver
  • Sets the report to Delivered status
  • Indicates that you have "delivered" the report to your customer
  • Emailed reports automatically set to Delivered status
  • Reports mad public in AgilePort optionally set to Delivered status
Revised
  • "R" column in the Delivery grid
  • Flag to indicate the report is a revision
Delete
  • "X" icon in the Delivery grid
  • Allows you to delete a report in Delivery
Info
  • A report in the status of “Delivered” cannot be deleted
  • Deleting a report does not delete the source test, sample, etc. in the Quality Control module - the report is separate from the source data

 

Delivery Status Assignment

The following table outlines how various Delivery statuses are automatically assigned.

ButtonOriginating Report Delivery StatusReport Delivery Status Updated To

Deliver

Complete or FinalDelivered

Change Public Status
AgilePort Only

Complete or FinalDelivered

Sign
AgileStamp Users Only

CompleteFinal

Delivered (unsigned)

 

Delivered

Info

When Sign is selected for an unsigned Delivered report, the original unsigned report will remain and a signature will be applied to a copy of the report. Both reports remain in Delivered status.

Tip

Both signed and unsigned reports can have a status of Delivered. You can tell if a Delivered report has been signed by viewing the Signed By column.

 

What Reports Can Be Signed in Delivery

Report Delivery Status
Previously Digitally Signed
Delivered
Can Sign?
Signing Process Notes
CompleteNoNoYesReport can be signed for the first time since it has not been signed.
FinalYesNoNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredYesYesNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredNoYesYes

User will be asked if they want to copy the delivered report to sign a new copy.

If they select "Yes" then the unsigned & delivered report will be copied and the new copy of the report will be signed.

The user can't directly sign the delivered report that was not originally signed.