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Step #Step DescriptionPurposeScreenshotWhat this step is telling meHelp Link (More Info)
1.Begin by navigating to the Dashboard from the Home screen of MetaField.The Dashboard provides real time counts of various data records and reports that are in your system, all of which have different "statuses" to call certain attention.


2.

Using the the navigational panel on the left side of your screen, select the Delivery tab.


NOTE: At this time, you may want to consider applying a filter for yourself as the Project Manager. Without a filter applied, you will be viewing data at a global level.

You will see there are two statuses for reports:

  • Complete
  • Final

NOTE: There isn't a status for Delivered. MetaField will not draw attention to reports that have already been sent to the client, therefor Delivered reports are not tracked. This allows you to focus on what still needs to be delivered.




3.Select Complete within your Dashboard

The Complete status means that reports have NOT been delivered, and have NOT been digitally signed.

The real time number, indicates how many Complete reports there are, based on your filtering above.

After clicking Complete, you will see a list of projects displayed below, that will make up the overall sum of Complete reports, based on your filtering again.

You have "X" amount of reports that need to be digitally signed, and need to be delivered.
4.Select a project # (blue hyperlink)

You will see a project #, with the amount of Complete reports next to it. When clicking the Project #, this will bring you to the Delivery module of MetaField.



5.

You are now in the Delivery module.

Notice two important keys right away.

  1. There is a shortcut back to the Dashboard near the upper left side of your screen. If you do not see this, select the icon with "3 bars" to expose.
  2. Observe your filters near the top. Note that there is a Status filter = Complete. The system has pre-filtered you for reports that are in Complete status, because of your selection in the Dashboard, in steps above.