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Dashboard Monitoring and Filtering

1.From Home, navigate to Dashboard.
2.

The Dashboard is filtered by Project Manager, Office, and Project #. The default filter is for the person currently logged into MetaField; you will need to change the filter to the project manager associated with the projects used for the field exercises.

Note: The Dashboard will allow you to save a filter. Click on the Save Filter button. Give your filter a name. Select Save.

3.On the navigation panel (left side of the screen) – select Density Testing > Soil Nuclear Gauge Tests
4.Note the numbers next to each notification type corresponds to the counts of projects having each type of characteristics.
    1. Select Analyzed.
5.Select a Project Number link to open this project in the Quality Control module of MetaField.
    1. Notice that the Quality Control screen you see will already have been filtered for that project, test type, and notification type (e.g. Analyzed and/or Density Exceptions Only).
    1. Select the Dashboard button at in the top left hand navigation of the Quality Control screen to return to the Dashboard.
6.Select a few other notification types on the navigation panel to review those filtered tests within Quality Control. Note that the Dashboard Notification metrics are designed to allow for "management by exception". All notification types that present an issue/exception are listed first.

Quality Control & Report Creation: Field Density

1.From Home, navigate to Quality Control > Density Testing. If necessary, use the Change Project button to change to the project used in the Field module.
2.Select the Soil Nuclear Gauge tab.
3.

Remove all filters from the filter panel and select the Search button control. You should see soil density tests from earlier exercises. If not, use the 

Change Project button

Image Added icon in the top

right

portion of the screen next to the project name to find a project with tests appearing in the grid below.

    1. Try sorting the grid by various column headers. Scroll to the right and left to observe the various columns. Click on column headers to change the way the grid is sorted.
    2. Try viewing the Reported On Details and the History of a test using the icon-buttons at the far right.
4.

In the filter pane, check Analyzed for Analysis Status, and select Search.

    1. You will now see only those soil density tests from earlier exercises that have a status of Analyzed.
    2. You filtered for Analyzed because these are typically the tests that you will be editing and/or approving.
5.You are now at the place in MetaField where you can review, edit, and approve tests:
    1. Select the Edit icon in a row to open that test in edit mode.
    2. Modify the Location and Location Detail fields.
    3. Minimize and Maximize sections on the page by clicking on the section headers.
    4. Optional: Modify data in other fields, but be careful not to render the test unusable (for example, by deleting required fields or deselecting a proctor).
    5. Scroll down and select the Save button.
6.Select that test using the Checkbox in the left column of the grid.
7.Click the Change Status button to change the status of that test to "Complete" and click Change.
8.Select Finalize in the popup that appears, and select Yes to have Optimum Moisture on the report.
9.Enter a Report Note and select a Report Label.
10.If the Digitally Sign Report option is available, and if you have an AgileStamp account, sign the report using your AgileStamp credentials. Otherwise, uncheck the Digitally Sign Report checkbox.
11.Select the Finalize Report button to save the report and click OK in the next pop up.
12.Select the Open  in Delivery button at the top of the screen in the left hand navigation and find your new report in Delivery. You may see many reports in the report grid for this project.
13.Select the Created column header to sort by created date. You are able to click back and forth between ascending and descending order.
14.Select the image icon on the left to view the report.
15.Try printing or saving the report using the buttons on the PDF viewer. You can email the report by saving it and then attaching it to an email you create.
16.Close the preview window.
17.

Select the report you created, select Email. The recipients that were added to this report type in Project Administration will appear.

Optional: Add another recipient. Select the Add Recipient button. Fill in the required fields. Select Add.

18.

Optional: Navigate back to Quality Control using the navigation controls in your filter header. Create reports for different types of density tests like One-Point tests and Drive Cylinder tests.

  1. Select Finalize and Email for a test record. Mark the "Send Reports To Me" checkbox true, click on the list icon underneath "Recipients" to view people added from a distribution. Add a recipient. Notice you only need to enter a valid email, click Save. Select Cancel to close the pop up window without email the report.

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