Upload your Logo.

Determine the default Quality Control Sort Order.

Determine the way names will display on reports.

Identify the appropriate Time Zone for your organization.                                                                                                                         

 General - Settings

Add the list of departments at your firm.

Departments are an optional configuration item.
General - Departments

Add the list of your offices at your firm (include name, address, phone fax.).

Upload a report logo for an office that differs from your general logo.
General - Offices

Add the business-friendly names for each of your work breakdown structure levels, and relate these names to their respective WBS level.

WBS is an optional configuration item.
General - WBS

Define how Global Documents will be categorized into Groups.

Add documents/web links to each group.

Associate documents/links with a specific Safety field forms.

Global Documents are an optional configuration item.

General - Global Document

Review pre-defined Roles and their underlying permissions, and edit if needed.

Add custom roles as needed.
Roles

Set up access for MetaField and AgilePort users.  Assign them to the role using this tab, or a Role using the Roles tab.

Determine if they should appear in dropdown lists for Project Managers, Field Technicians, and Lab Technicians.
Users

Decide if you want report numbering turned on or off. (By default, numbering is turned off).

Create a Report Email Message that will be used when emailing reports from the Field module.

Create a Report Email Message that will be used when emailing reports from Non-Field modules.

Report Email Message is a optional configuration.

Determine if you want reports emailed from the Field Module to be sent as a link or attachment.

Determine if you want reports emailed from any other area in MetaField (Non-Field) to be sent as a link or attachment.

 Reports - Global Settings

Define and add Uploaded Report Types.

Define and add Consolidated Report Types.

Using Uploaded and Consolidated reports is an optional configuration.

Reports - Report Types

Define settings for your unique Digital Signature configurations.

This configuration is only required if you plan to use AgileStamp to sign reports.

Reports - Digital Signatures

Determine if you will be tracking field costs in MetaField.

If you decide to track field costs, configure the following:

• Determine if you want to display field costs to the Field Technician.
• Add Field Costs with the appropriate Cost Types and Cost Units.

Work Items / Field Costs - Costs 

• An owning office for the project can be defined - which will be the default office listed on reports for the project
• Locations from global settings can be paired down
• Project and Client addresses that may be different that the addresses that come over from your project management accounting system
• Project Documents can be uploaded so they are available in the field
• Default notes can be set up that will appear on all work orders created against the project
• Density Test specifications (moisture/compaction) can be changed if different than the global settings
• Global and Test Specific Notes can be added to communicate to Lab Technicians project specific Notes
  
• Mix Design lists can be filtered
• Costs can be updated if different than the global settings
• C / G / M specifications (sample/specimen/correction factors) can be changed if different than the global settings
• Compressive Strength Alerts can be set up if different than the global settings
• Custom field signature capture can be enabled on Field reports.
• Delivery Notes can be added to communicate project specific information relating to the delivery of reports
• Report Recipients via email or AgilePort can be defined for various report types
• Project specific report labels can be defined
• Digital signature configurations for reports can be changed if different than the global settings
• Project Security can be set up to limit user access to confidential projects

Project Administration

Add any generic names to appear on technician dropdown listsfor the scheduler, which do not exist as employees in your accounting system. This would be to schedule for tracking purposes only for the Scheduler.

This is an optional configuration.

General - Generic Users

Determine what pre-configured location values will be used for Density Testing.

Edit the existing values where appropriate.

Prepare a list of all Nuclear Gauges used by your organization, their associated Density and Moisture readings, Calibration and Leak Test information. For example:

Density Testing - Nuclear Gauges

SC 01567

01567

1719

01/14/2013

Bill Smith

Add the certifications are required to do the work that you will be tracking in MetaField.

Add Certified Personnel for each Certification.

This is an optional configuration.

General - Locations 

Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your bituminous density testing operations.

Associate the Asphalt material with these Plants and Mix Designs.

Determine if Draft values will be allowed.

General - Suppliers / Mix Designs

Certifications

Add any generic names to appear on technician dropdown lists, which do not exist as employees in your accounting system.

This is an optional configuration.
General - Generic Users

Determine what pre-configured location values will be used for Density Testing.

Edit the existing values where appropriate.

Add any additional locations needed.
General - Locations 

Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your bituminous density testing operations.

Associate the Asphalt material with these Plants and Mix Designs.

Determine if Draft values will be allowed.

General - Suppliers / Mix Designs

Prepare a list of all Nuclear Gauges used by your organization, their associated Density and Moisture readings, Calibration and Leak Test information. For example:

Density Testing - Nuclear Gauges

Prepare a list of all Sand Cones, their associated information for use in calculating test results, and Calibration information. For example:

Density Testing - Drive Cylinders

CL

Lean clay

-1

2

Yes

CL

Lean clay with sand

No

Define Sand Cone standards used by your organization.  For example:

Density Testing - Standards

Select the appropriate test type the standard is associated with: Density or Moisture.

Add the appropriate Density and Moisture standards.

LIMS - Soil Proctors

Enter the appropriate Sources to be used when adding proctor results within LIMS.

LIMS - Soil Proctors

Enter the appropriate Origins to be used when adding proctor results within LIMS.

LIMS - Soil Proctors

Select the appropriate Standard that is associated with the method being added.
LIMS - Soil Proctors

Create a list of report labels for density testing reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Define the Cost Types you would like associated with your field density testing operations.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Types 

Review pre-defined Cost Units. Edit list as needed.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Units

Determine what pre-configured location values will be used for Density Testing.

Edit the existing values where appropriate.

Add any additional locations needed.
General - Locations 

Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your Concrete / Grout / Mortar sampling operations.

Associate the the respective material with these Plants and Mix Designs.

Determine if Draft values will be allowed.

General - Suppliers / Mix Designs

Review pre-defined Sample Types, inactivate Sample Types not used by your organization.

Set Default Specimen Sizes.

Set Test Costs if you will be tracking test costs in MetaField.

Concrete / Grout / Mortar - General Settings

Determine the default LIMS Batch Report Specimen Selection.

Concrete / Grout / Mortar - General Settings

Density Testing - Sand Cones

Prepare a list of all Drive Cylinders used by your organization, their associated parameters, and Calibration information. For example:

Density Testing - Drive Cylinders

Review pre-defined global settings for Upper and Lower Moisture Tolerances, and edit if needed.

Add list of all Soil Classifications which may be present in your proctors. 

Optional:  Add Sub-Code (to create uniqueness between Codes if you would like more granular descriptions). Add Moisture Tolerance parameters for individual Soil Classifications if different than the global tolerances defined at the top of the Soil Classifications tab.
Examples:

Density Testing - Soil Classifications

Define Sand Cone standards used by your organization.  For example:

Density Testing - Standards

List all Bituminous Test Methods used by your organization.  See examples below.

LIMS - Bituminous Test Methods

Select the appropriate test type the standard is associated with: Density or Moisture.

Add the appropriate Density and Moisture standards.

LIMS - Soil Proctors

Enter the appropriate Sources to be used when adding proctor results within LIMS.

LIMS - Soil Proctors

Enter the appropriate Origins to be used when adding proctor results within LIMS.

LIMS - Soil Proctors

Select the appropriate Standard that is associated with the method being added.
LIMS - Soil Proctors

Define settings for your density testing report types.

Reports - Report Types

Create a list of report labels for density testing reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Define the Cost Types you would like associated with your field density testing operations.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Types 

Review pre-defined Cost Units. Edit list as needed.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Units

Add any generic names to appear on technician/cast by dropdown lists, which do not exist as employees in your accounting system.

This is an optional configuration.

General - Generic Users

Determine what pre-configured location values will be used for Density Testing.

Edit the existing values where appropriate.

Add any additional locations needed.
General - Locations 

Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your Concrete / Grout / Mortar sampling operations.

Associate the the respective material with these Plants and Mix Designs.

Determine if Draft values will be allowed.

General - Suppliers / Mix Designs

Review pre-defined Sample Types, inactivate Sample Types not used by your organization.

Set Default Specimen Sizes.

Set Default Test Ages.

Set Test Costs if you will be tracking test costs in MetaField.

Concrete / Grout / Mortar - General Settings

Determine the default LIMS Batch Report Specimen Selection.

Concrete / Grout / Mortar - General Settings

Review the pre-defined values for

Mixture Unit,

and edit as needed.

 Concrete / Grout / Mortar -

Grout / Mortar Settings

Define common settings used by your organization for Concrete Sets (Cylinders, Beams, and/or Density), enabling these default values to populate in Field-Concrete.
(These values can be overridden as needed at the Project or Specimen level.)

Cast Cylinder

4" x 8"

7

No

No

4" x 8"

Cast Cylinder

4" x 8"

14

No

No

4" x 8"

Add masonry units used on Grout Prism samples.

Concrete / Grout / Mortar - Grout / Mortar Settings

Add alternative forming methods used on Grout Prism samples.

Concrete / Grout / Mortar - Grout / Mortar Settings

Determine values needed to support the following fields that support ASTM C31 12.1.5, on the following subtabs:

Air Content

ASTM C138

Yes

Slump

AASHTO

No

Create a list of report labels for C / G / M reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Define the Cost Types you would like associated with your field C/G/M sampling operations.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Types 

Review pre-defined Cost Units. Edit list as needed.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Units

Review pre-defined Integrated Sample Forms and inactivate forms that don't apply to your business

Add New Sample Forms as Appropriate and associate with a Material

Add custom fields for each Sample/Specimen Form that apply to your business.

LIMS - Sample Forms

Form Designer

Review pre-defined Integrated Test Forms and inactivate forms that don't apply to your business

Add New Test Forms as Appropriate and associate with a Material

Copy Pre-Defined Integrated Test Forms that you would like to customize to your business and make the appropriate changes to the copied form and report design.

LIMS - Tests Forms

Form Designer

Define Groupings of tests you commonly will assign to the same sample in your Lab Operations.

Associate the appropriate Lab Tests with the Test Group.

LIMS / Samples - Test Groups

List of all Materials Laboratories for your organization.

Optional:  Add the Laboratory's addresses and indicate whether the address will appear on reports. 

      LIMS - Labs

Define common settings used by your organization for Concrete Sets (Cylinders, Beams, and/or Density), enabling these default values to populate in Field-Concrete.
(These values can be overridden as needed at the Project or Specimen level.)

Concrete / Grout / Mortar - Specimen Settings

Determine values needed to support the following fields that support ASTM C31 12.1.5, on the following subtabs:

• Initial Moisture Environment
• Initial Cure Method
• Final Cure Method
  Concrete / Grout / Mortar - Curing

Add standards related to concrete testing measurement types.

 Concrete / Grout / Mortar - Standards

Define settings for your C / G / M report types.

Reports - Report Types

Create a list of report labels for C / G / M reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

List of all C/G/M Laboratories for your organization.

Optional:  Add the Laboratory's addresses and indicate whether the address will appear on reports.

LIMS - Labs

Define Remark Codes used by your Laboratories for various Concrete Sample Types.
See examples below. 

LIMS - Remarks

Review pre-defined Fracture Types. Inactivate or edit values as needed.

Add Prism based Fracture Types.
LIMS - Fracture Types

Review pre-defined Cylinder Correction Factors.  Edit list as needed. 

LIMS - Cylinder Correction Factors

Define when users are alerted to potentially low breaks in the Lab.

Define default default remark codes based on break results.

This is an optional configuration.

LIMS - Compressive Strength Alerts

Define how Equipment will be categorized into Equipment Types for your C/G/M operations.

Prepare a list of all Equipment your organization plans to track in Metafield for each Equipment Type.

Provide Calibration calibration information as necessary for each piece of equipment.

This is an optional configuration. 

LIMS - Equipment

Review the pre-defined values for Sample Types, and edit as needed.

Determine what sample types each specimen size will be used for and edit as needed.

LIMS - Specimen Sizes

Configure which Lab Test Fields users can search by.

Configure which fields populate in the search results grids/pages.

LIMS - Search / Results Display

Define the list of specifications used in your Lab Operations

Define the Cost Types you would like associated with your field C/G/M sampling operations.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Types 

Review pre-defined Cost Units. Edit list as needed.

This is configuration is only needed if you'd like to track field costs through MetaField.

Work Items / Field Costs - Cost Units

Add any generic names to appear on technician dropdown lists, which do not exist as employees in your accounting system.

This is an optional configuration.

General - Generic Users

Determine what pre-configured location values will be used for Activity.

Edit the existing values where appropriate.

Add any additional locations needed.
General - Locations 

Add global lists that you can source from and use on your custom built activity forms.

Review options of pre-defined lists. Inactivate and add options as necessary.

General - Data Sources

Define how forms will be categorized into Groups.

Review the Activity Form Templates in the "Predefined Form Templates (Copy Forms for Use)" Activity Group.

Define a form(s) within a selected Group.

Copy Predefined Form Templates you wish to use in your operations to one of your custom Activity Groups.

Define the customizable Fields for each Form.

Activity - Forms

Form Designer

Configure which Activity Fields users can search by.

Configure which fields populate in the search results grids/pages.

Activity - Search / Results Display

Define settings for your Activity report types.

Reports - Report Types

Create a list of report labels for Activity reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Add any generic names to appear on lab technician dropdown lists, which do not exist as employees in your accounting system.

This is an optional configuration.

General - Generic Users

Determine what pre-configured location values will be used for Sampling.

Edit the existing values where appropriate.

Add any additional locations needed.

Associate sampling locations with respective materials.
materials they apply to (which Sample Forms they will be used for).
General - Locations 

Add global lists that you can source from and use on your sample forms (both custom and existing) as well as your custom lab test forms.

Review options of pre-defined lists. Inactivate and add options as necessary.

General - Data Sources

Review the material list and add additional materials that you manage in your Lab operations.

General - Material

Add commonly used Suppliers; as well as their related Plants and Mix Designs that are used in your sampling operations (outside of the C / G / M discrete area of MetaField).

Associate the the respective material with these Plants and Mix Designs.

General - Suppliers / Mix Designs

Create a list of report labels for your Sampling lab test reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Review pre-defined Integrated Sample Forms and inactivate forms that don't apply to your business.

Add new Sample Forms as appropriate and associate with a Material.

Add custom fields for each Sample/Specimen Form that apply to your business.

LIMS - Sample Forms

Form Designer

Review pre-defined Integrated Test Forms and inactivate forms that don't apply to your business.

Add new Test Forms as appropriate and associate with a Material.

Copy pre-defined Integrated Test Forms that you would like to customize to your business and make the appropriate changes to the copied form and report design.

LIMS - Tests Forms

Form Designer

Define groupings of tests you commonly will assign to the same sample in your Lab Operations.

Associate the appropriate Lab Tests with the Test Group.

This is an optional configuration.

LIMS / Samples - Test Groups

Add any additional Materials Laboratories for your organization that were not added when configuring your C / G / M operations.

LIMS - Labs

Review Standard data entered when Density Testing was configured and edit as necessary.

LIMS - Soil Proctors

Review Source data entered when Density Testing was configured and edit as necessary.

LIMS - Soil Proctors

Review Origin data entered when Density Testing was configured and edit as necessary.

LIMS - Soil Proctors

Review how Equipment is categorized into Equipment Types if tracking in MetaField for your lab operations.

Add any new Equipment your organization plans to track in Metafield for each Equipment Type.

Provide calibration information as necessary for each piece of equipment.

This is an optional configuration.

LIMS - Equipment

Review the pre-defined values and associate specimen sizes to Sampling DIY Sample Forms as appropriate.

Add specimen sizes for samples outside of your C / G / M lab operations and associate to Sampling DIY Sample Forms as appropriate.

LIMS - Specimen Sizes

Configure which Lab Test Fields users can search by.

Configure which fields populate in the search results grids/pages.

LIMS - Search / Results Display

Define the list of specifications used in your Lab Operations.

LIMS - Specifications

Define settings for your Sampling lab test report types.

Reports - Report Types

Create a list of report labels for your Sampling lab test reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels

Add any generic names to appear on lab technician dropdown lists, which do not exist as employees in your accounting system.

This is an optional configuration.

General - Generic Users

Add global lists that you can source from and use on your custom built safety forms.

Review options of pre-defined lists. Inactivate and add options as necessary.

General - Data Sources

Define how forms will be categorized into Groups.

Review the Safety Form Templates in the "Predefined Form Templates (Copy Forms for Use)" Group.

Define a form(s) within a selected Group.

Copy predefined form templates you wish to use in your operations to one of your custom Safety Groups.

Define the customizable Fields for each Form.

Activity - Forms

Form Designer

Configure which Safety Fields users can search by.

Configure which fields populate in the search results grids/pages.

Activity - Search / Results Display

Define settings for your Safety report types.

Reports - Report Types

Create a list of report labels for your Safety reports (used to help in filtering and searching for reports).

This is an optional configuration.
Reports - Report Labels