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Activity Groups and Forms
When you first open Activity from the main Field menu, you will need to select the correct project. Once your project is selected, you will see a screen with one or more Group buttons (blue bars). Group buttons are built by your MetaField Administrators and are a way to categorize the different Activity Forms your company uses. When you select a Group, you will see the available Forms for that Group.
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If you have a large number of Groups or Forms, you can search for a specific item by using the search fields on the screen. |
Adding a New Activity
To create a new Activity you must first select the appropriate Group and then choose your Form.
All Forms require three pieces of information. These three fields may be labeled differently based on your organization's needs.
- Activity Number
- Activity Date
- Person's Name
Beyond these three items, Forms are built by your MetaField Administrators and can be tailored to your organization's specific needs.When building Forms in Administration, the system supports:
- Eleven different field types, to make data entry easier
- Marking fields as required / not required for data entry
- Allow fields to be editable / not editable in Field and Quality Control
- Calculated values based on input in other fields
- Fields to be visible based on data enter in other fields
- Two layers of data grids
- Different titles and legal text based on from where the report was generated (Field or Quality Control)
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| Add Activity |
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| Manage Activities |
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Create Report |
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| Add New Field Activity |
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Managing Activities
The Manage Activities screen provides filter controls to look up previously entered activity records.
Activity records meeting the defined filter criteria are displayed at the bottom of the screen and grouped by Activity Form and sorted by date (most recent first).
Selecting an Activity record will open the record up for editing.
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You can filter the list of Activity records by status in Manage Activities.
Visualization Rules and Hidden Data
Depending on how your form was built, it may contain visualization rules that result in fields being hidden/displaying based on entries made in other fields. Sometimes a field may display and data entered into it, and later hidden based on edits to other fields. When a field with data is hidden, the hidden data will not appear on the Report or Data Extracts. However, this data will be retained in case the conditions are met later for the field to be exposed again.