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Table of ContentsPages
Table of Contents
Child pages (Children Display)

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Activity 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.


Info
titleSearch

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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Info

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 Activity

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.

  1. Activity Number
  2. Activity Date
  3. Person's 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:

  • Eleven different 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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FieldDescription
Save
  • Saves the activity record with a status of Entered.
  • Activity record will be available in QC.
  • Activity record can be included on a Daily Report.
Save As Draft
  • Saves the activity record with a status of Draft
  • Provides the option to Continue (Save & Continue) or Close (close form in Draft status)
  • Activity record will NOT be available in QC
  • Activity record will NOT be available to be included on a Daily Report.
  • Can be accessed within the Manage Activities Field screen

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ButtonAction
Add Activity
  • Brings you back to the main Activity screen so you can select the appropriate group and form for a new Activity
Copy Last Activity
  • Opens up a new activity form with fields pre-populated with the same data as the last Activity record that was saved.
    • Fields that do not have data copied over are fields that have been set up by your activity administrator to clear upon copying
Manage Activities
  • Displays the Manage Activities screen to filter and open previously created activity records
  • By default numerous filter controls exist to filter the activity data
  • Your Administrator can configure additional filter controls for your organization

Associate Reports 

  • Allows you to associate your activity record with other reports.
Add New Field Activity
  • Allows you to quickly enter another type of Field transaction for the same project.

Managing Activities

The Manage Activities screen provides filter controls to look up previously entered activity records.  
Activity records meeting the defined filter criteria are displayed at the bottom of the screen and grouped by Activity Form and sorted by date (most recent first).
Selecting an Activity record will open the record up for editing. 

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