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Purpose
For new customers deploying MetaField, this page will help you plan and organize all the information necessary to setup in MetaField. Gathering and entering this data is critical to a new deployment of MetaField. We have grouped these data configuration activities into a logical sequence of services you may want to roll out. Depending on your implementation plan, you may roll out these services together or one by one. Prior to rolling our a particular service (Density Testing, Concrete / Grout / Mortar Field and Lab operations, Activity, etc.) make sure you have completed all of the configuration items related to that group.
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| Section | Sub-Section | Action | ||||||||||||||||||
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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. | ||||||||||||||||||
| 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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Project Setup
| Section | Action |
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| Project Setup | Values in this area do not need to be populated by organizations who will be utilizing an adapter to read data from their Source System(s). If your organization will not be using an adapter, populate Collaborator Role values in this area, for use within the MetaField Project Setup module. |
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| Section | Sub-Section | Action |
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| General | Generic Users | Add any generic names to appear for the scheduler, which do not exist as employees in your accounting system. This would be to schedule for tracking purposes only for the Scheduler. This is an optional configuration. |
| General | Certifications | Add the certifications are required to do the work that you will be tracking in MetaField. Add Certified Personnel for each Certification. This is an optional configuration. |
| Work Items / Field Costs | Work Items | Enable the system to create Pending Field Actions. Review pre-defined Work Items. Edit list as needed. Optionally, add certifications that are required for performing each work item. |
Density Testing
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Data in this section will have to be entered if you intend to roll out Density Testing. Typically this is one of the first areas of MetaField that will get implemented operationally since the work flow is straight forward, there is not a lot of front end configuration, and there is a small LIMS component to get Lab personnel used to the software. |
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| Section | Sub-Section | Action | |||||||||||||||||||||||||||
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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. |
Concrete / Grout / Mortar Field and Lab Operations
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Data in this section will have to be entered if you intend to roll out Concrete / Grout / Mortar field and lab operations. Typically firms will impliment this area after Density Testing.since the work flow is a little more complex and there is a large LIMS component to get Lab personnel used to the software. |
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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. | ||||||||||||||||
| General | Data Sources | Add global lists that you can source from and use on your sample forms (both custom and existing) as well as your custom lab test forms. Review options of pre-defined lists. Inactivate and add options as necessary. | ||||||||||||||||
| General | Material | Review the material list and add additional materials that you manage in your Lab operations. | ||||||||||||||||
| General | Suppliers / Mix Designs | Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your sampling operations (outside of the C / G / M discrete area of MetaField). Associate the the respective material with these Plants and Mix Designs. | ||||||||||||||||
| LIMS / Samples | Sample Forms | Review pre-defined Integrated Sample Forms and inactivate forms that don't apply to your business. Add New Sample Forms as Appropriate and associate with a Material. Add custom fields for each Sample/Specimen Form that apply to your business. | ||||||||||||||||
| LIMS / Samples | Test Forms | Review pre-defined Integrated Test Forms and inactivate forms that don't apply to your business. Add New Test Forms as Appropriate and associate with a Material. Copy Pre-Defined Integrated Test Forms that you would like to customize to your business and make the appropriate changes to the copied form and report design. | ||||||||||||||||
| LIMS / Samples | Test Groups | Define Groupings of tests you commonly will assign to the same sample in your Lab Operations. Associate the appropriate Lab Tests with the Test Group. This is an optional configuration. | ||||||||||||||||
| LIMS / Samples | Labs | Add any additional Materials Laboratories for your organization that were not added when configuring your C / G / M operations. | ||||||||||||||||
| LIMS / Samples | Soil Proctors- Standards | Review Standard data entered when Density Testing was configured and edit as necessary. | ||||||||||||||||
| LIMS / Samples | Soil Proctors - Source | Review Source data entered when Density Testing was configured and edit as necessary. | ||||||||||||||||
| LIMS / Samples | Soil Proctros - Origin | Review Origin data entered when Density Testing was configured and edit as necessary. | ||||||||||||||||
| LIMS / Samples | Soil Proctors - Methods | Review Method data entered when Density Testing was configured and edit as necessary. LIMS - Soil Proctors | ||||||||||||||||
| LIMS / Samples | Equipment | Review how Equipment is categorized into Equipment Types if tracking in MetaField for C / G / M operations. Add any new Equipment your organization plans to track in Metafield for each Equipment Type. Provide Calibration information as necessary for each piece of equipment. This is an optional configuration. | ||||||||||||||||
| LIMS / Samples | Specimen Sizes | Review the pre-defined values and associate specimen sizes to Sampling DIY Sample Forms as appropriate. Add specimen sizes for samples outside of your C / G / M lab operations and associate to Sampling DIY Sample Forms as appropriate. | ||||||||||||||||
| LIMS / Samples | Search / Results Display | Configure which Lab Test Fields users can search by. Configure which fields populate in the search results grids/pages. | ||||||||||||||||
| LIMS / Samples | Specifications | Define the list of specifications used in your Lab Operations | ||||||||||||||||
| Density Testing | Soil Classifications | Review Soil Classification data entered when Density Testing was configured and edit as necessary. | ||||||||||||||||
| Reports | Report Types | Define settings for your Sampling lab test report types.
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| Reports | Report Labels | Create a list of report labels for your Sampling lab test reports (used to help in filtering and searching for reports). This is an optional configuration. |
Safety
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Data in this section will have to be entered if you intend to roll out Safety. This area of MetaField allows firms the ability to capture the results of a variety of Safety activities (Field observations, incident reporting, audits, etc) through a unique, customizable interface. The back end configuration is done within the MetaField DIY Engine. Typically firms will impliment this area after they have rolled out Density Testing and C / G / M since there is a lot more up front configuration. However, if you choose to copy our template safety forms, there is very little configuration needed. |
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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 | 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. General - Global Document | ||||||||||||||||
| 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. |
Project Administration
| Section | Action |
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| Project Specifications | Project Specifications is an area meant to be used by Project Managers. Users can override some global settings from Administration, when project-specific settings differ.
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