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Purpose
The Delivery module is the repository of created reports in MetaField. It stores both MetaField-generated reports and other project-related reports that are optionally uploaded into Delivery. There are a variety of actions that can be performed on reports in the Delivery module.
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It is important to understand that the Delivery module stores reports that have been generated in other areas of MetaField or in non-MetaField applications. They are static (point-in-time) reports. Changing the underlying DATA on a test or sample will not impact reports in Delivery at all. A new report will need to be created from the source module / application and finalized or uploaded into the Delivery module. |
Filter Controls
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The Highlight Public Reports control shades all report records (rows) blue if the report has been made public in AgilePort. |
Delivery Notes
If one or more of the projects you opened in Delivery has Delivery Notes entered in Project Specifications, these notes will display just below the filter panel. You can open and expand this section to view these notes.
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Create Consolidated Report | |
Upload | |
Sign | - Digitally signs the selected reports
- Multiple reports can be signed at once / in batch
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- When signing multiple reports, if at least one of the report types selected does not allow a digital signature, you will get a message that one or more reports were not signed, but the others were
- The Signed By column will indicate which reports were signed
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Change Public Status | - Sets report to be public or not public
- Only applies to AgilePort customers
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Email | |
Batch Download | - Downloads the selected reports (PDF files) to your computer
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Batch Print | - Prints the selected reports (PDF files)
- A consolidated PDF file will be created that you can print
- Option to mark all printed reports as Delivered status
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Edit Description | - Edits the Description field on a report record
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| title | Allowed Characters in Description |
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| - Letters
- Numbers
- Underscore ( _ )
- Hyphen ( - )
- Space
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Edit Report Label | - Edits the label(s) associated with a report
- Reports can have zero to many labels associated with them
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Change Upload Type | - Changes the report type assigned to the "uploaded" report
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Change Consolidation Type | - Changes the report type assigned to the "consolidated" report
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Mark as Delivered | - Sets the report to Delivered status
- Indicates that you have "delivered" the report to your customer
- Emailed reports automatically set to Delivered status
- Reports made public in AgilePort optionally set to Delivered status based on your configuration in Administation
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Revised | - "R" column in the Delivery grid
- Flag to indicate the report is a revision
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Delete | - "X" icon in the Delivery grid
- Allows you to delete a report in Delivery
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- A report in the status of “Delivered” cannot be deleted
- Deleting a report does not delete the source test, sample, etc. in the Quality Control module - the report is separate from the source data
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