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While working on these exercises, utilize the Help feature in MetaField (located in the upper right corner) to answer any questions. |
Optional: Project Setup | ||||||
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1. | From Home, navigate to Project Administration > Project Setup > Clients and Contacts. | |||||
2. | Create a new client in the page. Enter all required fields and click Save. | |||||
3. | Optional: Click on Upload Clients. Create a spreadsheet with names, addresses, and phone numbers. Save it as a CSV file and upload it. | |||||
4. | From the Client and Contacts screen search for one of the clients you just added and click the edit icon (pencil) to the left of the Client name. | |||||
5. | Click on the Contacts tab below the breadcrumbs at the top of the screen. | |||||
6. | Select Add Contact. Enter all required fields and click Save. | |||||
7. | Go back to the Project Setup screen. Navigate to the Projects page. | |||||
8. | Create a new project by selecting New Project. Associate the project with the client you created and enter all required fields and click Save. | |||||
9. | Optional: Click on Upload Project. Create a spreadsheet with project numbers, project names, addresses, project manager name, client name, and client address. Save it as a CSV file and upload it | |||||
Project Specifications | ||||||
1. | From Home, navigate to Project Administration > Specifications. | |||||
2. | Enter search criteria to locate a project. Select Search. | |||||
4. | Click on the View Specifications link to create unique project specifications for this project. | |||||
5. | Under the General tab, select Edit and select an Owning Office. This will now be the default office when a report is created on the project. This will also allow you to filter by Office in the Scheduling module. | |||||
6. | Under the General tab, select Density Testing from the Location Context dropdown.
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7. | Under the Scheduling tab, enter project related notes for the Technician and Scheduler. The notes will be auto-populated on any work orders created for this project. | |||||
8. | Under the Density Test tab, enter some text in Field Instructions. These Field Instructions will be presented to field technicians as they begin creating a density test in the field. | |||||
9. | Add a Soil Density Test Specification for the project. Enter values in all required fields and click Save. | |||||
10. | Under the Concrete tab, add a new Sample Specification. Enter values in all required fields and click Save. | |||||
11. | Create a set of Specimen Specifications. These will be automatically created when a field tech logs a concrete sample of that size for this project. Additional edits (adding another specimen, removing a specimen) can be done on the field screen. | |||||
12. | Under the Concrete/Grout Mix Designs tab, highlight a supplier you expect to use on this project. In the Mix Design grid below, enable a mix design that will be used in this project. This will pre-filter the mix design list available to the field technicians so they don’t have to scroll through the long list of all mix designs available for your selected supplier. | |||||
13. | Under the Distribution tab, create recipients for this project for the various report types.
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14. | Under the Reports/Labels tab, enable Field Signature on a few reports by marking the checkbox true. This will enable Field Signature capture upon report creation of the respective field report.
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15. | Under the Project Security tab, make your project confidential. This will only allow the users you add to this project access to it through out MetaField.
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Dashboard Monitoring and Filtering | ||||||
1. | From Home, navigate to Dashboard. | |||||
2. | The Dashboard is filtered by Project Manager, Office, and Project #. The default filter is for the person currently logged into MetaField; you will need to change the filter to the project manager associated with the projects used for the field exercises. If you have trouble finding any projects, simply select All for both the Project Manager and Office filters. Note: The Dashboard will allow you to save a filter. Click on the Save Filter button. Give your filter a name. Select Save. | |||||
3. | On the navigation panel (left side of the screen) – select Density Testing > Soil Nuclear Gauge Tests | |||||
4. | Note the numbers next to each notification type corresponds to the counts of projects having each type of characteristics.
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5. | Select a Project Number link to open this project in the Quality Control module of MetaField.
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6. | Select a few other notification types on the navigation panel to review those filtered tests within Quality Control. Note that the Dashboard Notification metrics are designed to allow for "management by exception". All notification types that present an issue/exception are listed first. |
Quality Control & Report Creation: Field Density | |
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1. | From Home, navigate to Quality Control > Density Testing. If necessary, use the Change Project button to change to the project used in the Field module. |
2. | Select the Soil Nuclear Gauge tab. |
3. | Remove all filters from the filter panel and select the Search button control. You should see soil density tests from earlier exercises. If not, use the icon in the top portion of the screen next to the project name to find a project with tests appearing in the grid below.
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4. | In the filter pane, check Analyzed for Analysis Status, and select Search.
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5. | You are now at the place in MetaField where you can review, edit, and approve tests:
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6. | Select that test using the Checkbox in the left column of the grid. |
7. | Click the Change Status button to change the status of that test to "Complete" and click Change. |
8. | Select Finalize in the popup that appears, and select Yes to have Optimum Moisture on the report. |
9. | Enter a Report Note and select a Report Label. |
10. | If the Digitally Sign Report option is available, and if you have an AgileStamp account, sign the report using your AgileStamp credentials. Otherwise, uncheck the Digitally Sign Report checkbox. |
11. | Select the Finalize Report button to save the report and click OK in the next pop up. |
12. | Select the Open in Delivery button at the top of the screen in the left hand navigation and find your new report in Delivery. You may see many reports in the report grid for this project. |
13. | Select the Created column header to sort by created date. You are able to click back and forth between ascending and descending order. |
14. | Select the image icon on the left to view the report. |
15. | Try printing or saving the report using the buttons on the PDF viewer. You can email the report by saving it and then attaching it to an email you create. |
16. | Close the preview window. |
17. | Select the report you created, select Email. The recipients that were added to this report type in Project Administration will appear. Optional: Add another recipient. Select the Add Recipient button. Fill in the required fields. Select Add. |
18. | Optional: Navigate back to Quality Control using the navigation controls in your filter header> Density Testing. Create reports for different types of density tests like One-Point tests and Drive Cylinder tests.
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Quality Control & Report Creation: Concrete | |
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1. | From Home, navigate to Quality Control > Concrete / Grout / Mortar. If necessary, use the Change Project button to change to the project used in the Field module. |
2. | Select the Concrete tab. |
3. | Remove all filters from the filter panel and select the Filter button control. You should see concrete samples from earlier exercises. If not, use the Change Project button control to find a project with test data. |
4. | In the filter pane, check Analyzed for Analysis Status, and select Filter.
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5. | Highlight a sample to display that sample's specimens in the lower grid.
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6. | You are now at the place in MetaField where you can review, edit, and approve specimens:
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7. | Highlight the sample, and select the Edit icon for a particular specimen in the second grid. Enter report comments and close the dialog box. |
8. | Click the check box on the far left column to select all specimen that have had break results entered. Use the Change Status button to indicate the status of the specimens are Complete. |
9. | Select the completed specimen(s) again and click Finalize Specimen Report. |
10. | In the dialog box, select a Report Label and Office. |
11. | If you have an AgileStamp account, sign the report using your AgileStamp credentials, otherwise, uncheck the Digitally Sign Report checkbox. |
12. | Select the Finalize button to save the report. |
13. | Select the Open in Delivery button and find your new report in the Delivery module. You may see many reports in the report grid for this project. |
14. | Select the View PDF icon on the left to view the report. |
15. | Try printing or saving the report using the buttons on the PDF viewer. You can email the report by saving it and then attaching it to an email you create. |
16. | Select the report you created, select Email. The recipients that were added to this report type in Project Administration will appear. Optional: Add another recipient. Select the Add Recipient button. Fill in the required fields. Select Add. |
17. | Close the preview window. |
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