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| General | Settings | Upload your Logo. Determine the default Quality Control Sort Order. Determine the way names will display on reports. Identify the appropriate Time Zone for your organization. | ||||||||||||||||||
| General | Departments | Add the list of departments at your firm. Departments are an optional configuration item. | ||||||||||||||||||
| General | Offices | Add the list of your offices at your firm (include name, address, phone fax.). Upload a report logo for an office that differs from your general logo. | ||||||||||||||||||
| General | WBS | Add the business-friendly names for each of your work breakdown structure levels, and relate these names to their respective WBS level. WBS is an optional configuration item. | ||||||||||||||||||
| General | Global Documents | Define how Global Documents will be categorized into Groups. Add documents/web links to each group. Associate documents/links with a specific Safety field forms. | ||||||||||||||||||
| Security | Roles  | Define roles and apply roles to your users. Roles | ||||||||||||||||||
| Security | Users | Set up access for MetaField and AgilePort users. Assign them to the role using this tab, or the Roles tab.
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| Reports | Global Settings | Decide if you want report numbering turned on or off. (By default, numbering is turned off). Create a Report Email Message that will be used when emailing reports from the Field module. Create a Report Email Message that will be used when emailing reports from Non-Field modules. Determine if you want reports emailed from the Field Module to be sent as a link or attachment. Determine if you want reports emailed from any other area in MetaField (Non-Field) to be sent as a link or attachment. | ||||||||||||||||||
| Reports | Report Types | Define and add Uploaded Report Types. Define and add Consolidated Report Types. Using Uploaded and Consolidated reports is an optional configuration. | ||||||||||||||||||
| Reports | Digital Signatures | Define settings for your unique Digital Signature configurations.
This configuration is only required if you plan to use AgileStamp to sign reports. | ||||||||||||||||||
| Work Items / Field Costs | Work Items | Determine if you will be tracking field costs in MetaField. If you decide to track field costs, configure the following:
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| General | Generic Users | Add any generic names to appear on technician dropdown lists, which do not exist as employees in your accounting system. | |||||||||||||||||||||||||||
| General | Locations | Determine what pre-configured location values will be used for Density Testing. Edit the existing values where appropriate. Add any additional locations needed. | |||||||||||||||||||||||||||
| General | Suppliers / Mix Designs | Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your bituminous density testing operations. Associate the Asphalt material with these Plants and Mix Designs. Determine if Draft values will be allowed. | |||||||||||||||||||||||||||
| Density Testing | Settings | Define global setting for Minimum Specified Compaction - and optionally, Maximum Specified Compaction. Density Testing - Settings | |||||||||||||||||||||||||||
| Density Testing | Test Type | Inactivate any Density Test types not used by your organization. Density Testing - Test Type | |||||||||||||||||||||||||||
| Density Testing | Nuclear Gauges | Prepare a list of all Nuclear Gauges used by your organization, their associated Density and Moisture readings, Calibration and Leak Test information. For example:
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| Density Testing | Sand Cones | Prepare a list of all Sand Cones, their associated information for use in calculating test results, and Calibration information. For example:
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| Density Testing | Drive Cylinder | Prepare a list of all Drive Cylinders used by your organization, their associated parameters, and Calibration information. For example:
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| Density Testing | Bituminous Material | Edit or add to pre-defined Bituminous Materials list as needed. Density Testing - Bituminous Material | |||||||||||||||||||||||||||
| Density Testing | Soil Classifications | Review pre-defined global settings for Upper and Lower Moisture Tolerances, and edit if needed. Add list of all Soil Classifications which may be present in your proctors. Optional: Add Sub-Code (to create uniqueness between Codes if you would like more granular descriptions). Add Moisture Tolerance parameters for individual Soil Classifications if different than the global tolerances defined at the top of the Soil Classifications tab.
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| Density Testing | Standards | Define Sand Cone standards used by your organization. For example:
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| Density Testing | Remarks | Review pre-defined remarks, and edit or add to as needed. Density Testing - Remarks | |||||||||||||||||||||||||||
| LIMS / Samples | Bituminous Test Methods | List all Bituminous Test Methods used by your organization. See examples below.
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| LIMS / Samples | Soil Proctors- Standards | Select the appropriate test type the standard is associated with: Density or Moisture. Add the appropriate Density and Moisture standards. | |||||||||||||||||||||||||||
| LIMS / Samples | Soil Proctors - Source | Enter the appropriate Sources to be used when adding proctor results within LIMS. | |||||||||||||||||||||||||||
| LIMS / Samples | Soil Proctros - Origin | Enter the appropriate Origins to be used when adding proctor results within LIMS. | |||||||||||||||||||||||||||
| LIMS / Samples | Soil Proctors - Methods | Select the appropriate Standard that is associated with the method being added. | |||||||||||||||||||||||||||
| Reports | Report Types | Define settings for your density testing report types.
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| Reports | Report Labels | Create a list of report labels for density testing reports (used to help in filtering and searching for reports). This is an optional configuration. | |||||||||||||||||||||||||||
| Work Items / Field Costs | Cost Types | Define the Cost Types you would like associated with your field density testing operations. This is configuration is only needed if you'd like to track field costs through MetaField. | |||||||||||||||||||||||||||
| Work Items / Field Costs | Cost Units | Review pre-defined Cost Units. Edit list as needed. This is configuration is only needed if you'd like to track field costs through MetaField. |
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| Section | Sub-Section | Action | ||||||||||||||||
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| General | Generic Users | Add any generic names to appear on lab technician dropdown lists, which do not exist as employees in your accounting system. General - Generic Users | ||||||||||||||||
| General | Locations | Determine what pre-configured location values will be used for Sampling. Edit the existing values where appropriate. Add any additional locations needed. Associate sampling locations with respective materials they apply to. | ||||||||||||||||
| General | Data Sources | Add global lists that you can source from and use on your custom built safety forms. Review options of pre-defined lists. Inactivate and add options as necessary. | General | Global Documents | ||||||||||||||
| Safety | Forms | Define how forms will be categorized into Groups. Review the Safety Form Templates in the "Predefined Form Templates (Copy Forms for Use)" Group. Define a form(s) within a selected Group. Copy Predefined Form Templates you wish to use in your operations to one of your custom Safety Groups. Define the customizable Fields for each Form. | ||||||||||||||||
| Safety | Search Results / Display | Configure which Safety Fields users can search by. Configure which fields populate in the search results grids/pages. | ||||||||||||||||
| Reports | Report Types | Define settings for your Activity report types.
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| Reports | Report Labels | Create a list of report labels for your Safety reports (used to help in filtering and searching for reports). This is an optional configuration. |
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