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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. |
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If a Description is provided in Administration as part of the form setup, that Description will display below the form name on the screen above. |
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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Copy Last Activity |
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Manage Activities |
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Associate Reports |
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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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Reports sent to Delivery as well as Field Reports can be associated with Activity records in the Field Module. Associated Reports will be appended to Activity reports when generated. To do this once an activity record has been saved, select the Associate Reports button from the list of options. Select the Add Reports button. Fill in the appropriate search criteria to find the reports you would like to associate with the activity record. Select Search, select the reports you would like to associate with the activity record and select the Associate Reports button. Select Save Associations to save the report association. More reports can be added to the association by selecting Add Reports.
Copying an Existing Activity Record
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