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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.
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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
Button | Function | |||||
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Create Consolidated Report | ||||||
Upload | ||||||
Sign |
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Change Public Status |
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Batch Download |
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Batch Print |
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Edit Description |
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Edit Report Label |
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Change Upload Type |
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Change Consolidation Type |
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Deliver |
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Revised |
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Delete |
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Delivery Status Assignment
The following table outlines how various Delivery statuses are automatically assigned.
Button | Originating Report Delivery Status | Report Delivery Status Updated To | |
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Deliver | Complete or Final | Delivered | |
Change Public Status | Complete or Final | Delivered | |
Sign | Complete | Final | |
Delivered (unsigned)
| Delivered
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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 |
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Complete | No | No | Yes | Report can be signed for the first time since it has not been signed. |
Final | Yes | No | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
Delivered | Yes | Yes | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
Delivered | No | Yes | Yes | 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. |