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Whether you just received your production environment of MetaField or, are new to the system, you may wonder where and how to begin. Before you begin logging any data or configurations, you'll want to perform a few beginning tasks.


Table of Contents
Table of Contents
StepInformationNavigationScreenshot

1. Creating a Test Client

A key entity in the system, is a Client in the system. In order for a project to exist (Step 2), you must create a Client that can be linked to a Project. In this exercise, it is perfectly safe to create a test or dummy client, such as "Test Client" or "Practice Exercise Client". It's entirely up to you on what you'd like to name your test client.
  1. Project Administration > Project Setup > Clients and Contacts.
  2. Select the "New Client" button.
  3. Enter a value for all of the required fields, indicated by the red asterisk. All other fields can be left blank. Select Save when complete.

2. Creating a Test Project

MetaField ties nearly all of it's logged data to projects. Projects primarily serve as the root of uniqueness for data within the system. Once you have at least one project in the system, you can begin testing. Similar to Step 1 above, create a test or dummy project in your system. Again, feel free to name this project however you'd like. Something like "Test Project" or "Training Project" works well.

The purpose of creating a test project, is that it allows you and other staff to log data and test the system, without worrying about a mess or, getting anything confused / crossed over with your real projects. Your test project serves as a "Sandbox" for training and testing, and will aid you in configuring your system.

  1. Project Administration > Project Setup > Projects
  2. Select the "New Project" button.
  3. Enter a value for all of the required fields, indicated by the red asterisk. All other fields can be left blank.
  4. NOTE - The Client and Owner fields are "type ahead search" fields. Hit your space bar or, type a letter from the Client record that you entered in Step 1. The system will locate the record that you added previously. Select this record for the Client and the Owner and Save.

3. Begin training or configuring.

Now that you have a test project, your likely goal is to begin configuring the system or, simply running through some training exercises. If you are configuring you system, your best approach is to open another tab or window, with your browser. Both windows or tabs, should be logged into MetaField.

The reason you want to do this, is it allows you to have the perspective of an Administrator, and a Field Staff. As an Administrator, your goal is to make sure the system is ready for the field staff. The best way to do this, is to pretend you are a member of the field staff, and log data against your test project from Step 2. While doing this, using your other browser or window, you will have quick access to the Administration module, which allows you to make adjustments as you come across them.

The Administration module will control the majority of your picklists