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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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 |
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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. |
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 |
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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 | Notes |
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| 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.
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| 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.
- See the Extract Type options in the Data Extract Buttons section above.
- Extract fields for multi-form extracts must be configured in Administration in the Search / Display Results settings.
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| Safety | - 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.
- See the Extract Type options in the Data Extract Buttons section above.
- Extract fields for multi-form extracts must be configured in Administration in the Search / Display Results settings.
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Nuclear Gauges | - Manual Count gauges / data are not available for extract since it is assumed these records are maintained outside of MetaField.
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| Density Testing | - Extracts must be filtered to a specific Test Type.
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| Concrete / Grout / Mortar | - Two data views exist - Sample and Specimen.
- Billing a Sample record will mark all of the underlying Specimen records as billed.
- Concrete and Grout Field Tests and Batch Logs can only be also be extracted extraced and marked billed from the sample extract.
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| Sample Tracking | - Two data views exist - Sample / Specimen and Test
- Billing a Sample / Specimen record does NOT bill a Test record. Billing a Test record does not bill a Sample / Specimen record.
- Filter panel is configurable.
- Results grid is configurable.
- See the Extract Type options in the Data Extract Buttons section above.
- Extract fields for multi-form extracts must be configured in Administration in the Search / Display Results settings.
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| Field Costs |
| Info |
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| - 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
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| Soil Proctor |
| Info |
|---|
| - Bill Export Date
- Project ID
- Project Number
- Project Name
- Client Name
- Proctor ID
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| Bituminous |
| Info |
|---|
| - Bill Export Date
- Project ID
- Project Number
- Project Name
- Client Name
- Sample ID
- Test Method
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