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Table of ContentsPages
Table of Contents
Child pages (Children Display)

Purpose

The Utilities module provides data extract and billing management tools for the various modules within MetaField.

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This subsections of Utilities will allow you to view data and create .csv data extract files for both analysis and billing purposes.

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Utilities Interface

All subsections of the Utilities module share similar controls to find data, extract data and create billing extract files. Generally speaking, the screens consist of:

  • Filter Panel
  • Results Grid
  • Data Extract Buttons
  • Billing Buttons

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Warning

Users who have access to use the Utilities module will have access to all project data, regardless of their data firewall settings that may restrict access to certain projects. Bear this in mind when assigning rights to the Utilities module.


Filter Panel

The filter panel will appear at the top of the screen. Like other filter panels, it allows you to search / narrow your data according to the filter criteria you supply.

Tip

Filter panels for the Activity and Sample Tracking subsections will contain both fixed filter controls and configurable filter controls. Configurable filter controls can be managed in the Activity - Search / Results Display for Activity and LIMS - Search / Results Display for Sample Tracking.

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Subsection Specific Notes

SubsectionNotes
Scheduling & Dispatch
  
  
  
  
  
  • Times associated with a work order will display according to the Project Time Zone setting. You can add the Project Time Zone to the extract as a field to help you interpret times across multiple time zones and projects.
Activity
  • Filter panel is configurable.
  • Results grid is configurable.
  • Data can only be extracted for like forms.
  • Extract columns can't be saved for future use.

Nuclear Gauges

  • Manual Count gauges / data are not available for extract since it is assumed these records are maintained outside of MetaField.
Density Testing
  • Extracts must be filtered to a specific Test Type.
Concrete / Grout / Mortar 
Sample Tracking
  • Extract columns can't be saved for future use.
Field Costs
  • Once an extract is performed, all records are considered billed by default. A record can only be billed once.
  • Prior billing extracts can be downloaded by selecting a single record that has already been extracted and clicking the Download Past Extract button. The .csv previously generated will be downloaded again and contain all of the records included on the original file.
  • Billing file names (prior .csv extracts) will appear in the Billing File Name column.
Info
titleExtract Fields
  • Bill Export Date
  • Field Cost ID
  • Project Number
  • Project Name
  • Client Name
  • Work Item
  • Date
  • Cost Type
  • Cost Type Code
  • Lab #
  • Lab
  • Cost Unit
  • Unit Cost
  • Units
  • Total Cost
  • Cost Notes
Soil Proctor
Info
titleExtract Fields
  • Bill Export Date
  • Project ID
  • Project Number
  • Project Name
  • Client Name
  • Proctor ID
Bituminous
Info
titleExtract Fields
  • Bill Export Date
  • Project ID
  • Project Number
  • Project Name
  • Client Name
  • Sample ID
  • Test Method