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Tip

While working on these exercises, utilize the Help feature in MetaField (located in the upper right corner) to answer any questions.


Optional: Project Setup

Info
titleNOTE

You should not complete this section of the practice exercises if your installation of MetaField will include an adapter to your ERP system. This is only for customers who do not have an adapter and will be setting up project data in MetaField.

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.

  1. Enable/Disable a couple locations.  This will add/remove these locations from the location dropdown for density testing on this project. 
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.

  1. Select the Add Recipient button.
  2. Enter a valid email address. Toggle Email Access to "Yes". Optionally add other user information
  3. Unselect/Select report types for the recipient you created. Click Save.
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.

  1. Add a different digital signature configuration. Click the pencil icon for a report. Select a digital signature setting from the dropdown. Select Save.
  2. Add project specific report labels.Select the Add Label button and fill in the required information.
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.

  1. Select Edit, mark the Confidential Project checkbox true, and click Save.
  2. In the Users to Add field, type in a user who also has access to the sandbox from your team, and select Add Users.
  3. Delete the user you just added by clicking the "X" icon.
  4. Uncheck the Confidential Project flag.

 

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.

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.
    1. Select Analyzed.
5.Select a Project Number link to open this project in the Quality Control module of MetaField.
    1. Notice that the Quality Control screen you see will already have been filtered for that project, test type, and notification type (e.g. Analyzed and/or Density Exceptions Only).
    1. Select the Dashboard button at in the top left hand navigation of the Quality Control screen to return to the Dashboard.
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

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 

Change Project button

Image Added icon in the top

right

portion of the screen next to the project name to find a project with tests appearing in the grid below.

    1. Try sorting the grid by various column headers. Scroll to the right and left to observe the various columns. Click on column headers to change the way the grid is sorted.
    2. Try viewing the Reported On Details and the History of a test using the icon-buttons at the far right.
4.

In the filter pane, check Analyzed for Analysis Status, and select Search.

    1. You will now see only those soil density tests from earlier exercises that have a status of Analyzed.
    2. You filtered for Analyzed because these are typically the tests that you will be editing and/or approving.
5.You are now at the place in MetaField where you can review, edit, and approve tests:
    1. Select the Edit icon in a row to open that test in edit mode.
    2. Modify the Location and Location Detail fields.
    3. Minimize and Maximize sections on the page by clicking on the section headers.
    4. Optional: Modify data in other fields, but be careful not to render the test unusable (for example, by deleting required fields or deselecting a proctor).
    5. Scroll down and select the Save button.
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.

  1. Select Finalize and Email for a test record. Mark the "Send Reports To Me" checkbox true, click on the list icon underneath "Recipients" to view people added from a distribution. Add a recipient. Notice you only need to enter a valid email, click Save. Select Cancel to close the pop up window without email the report.


Quality Control & Report Creation: Concrete

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.

    1. You will now see only those samples from earlier exercises that have specimens with a status of Analyzed (i.e., they have been tested and the results approved in the lab).
    2. You filtered for Analyzed because these are typically the specimens that you will be editing and/or approving.
5. Highlight a sample to display that sample's specimens in the lower grid.
    1. Try sorting the lower grid by various column headers.
    2. Observe the various columns in the grid.
6. You are now at the place in MetaField where you can review, edit, and approve specimens:
    1. Inspect your specimen's test data.
    2. If you accept the results of that test, set its status to Complete.
    3. Optional: View and edit various specimen-related data by clicking the Edit, Edit Pick-Up, and Edit Check-In buttons.
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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