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The DIY form modules (Activity, Safety, Evaluation) allow field staff the ability to capture the results of a variety of field activities through a unique, customizable, mobile interface. Your MetaField Administrators can build forms for your use in Field and tailor the client report to support your customer's needs. Since the functionality of Activity, Safety and Evaluation forms is primarily the same, Field functionality for all of these form types will be covered here.
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 Record
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.
- Number (different numbering rules available)
- Date
- 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:
- Multiple 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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Button | Action |
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Add Activity / Safety / Evaluation |
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Copy Last Activity |
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Manage Activity / Safety / Evaluation |
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Associate Reports |
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Add New Field Activity |
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My Assignments |
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Manage Activity / Safety / Evaluation
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