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Before You Begin | ||||||
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1. | Log in to MetaField at https://sandbox.agileframe.net | |||||
2. | Navigate to Lab > LIMS > Soil Proctor Results > View Proctors. | |||||
3. | Soil proctors are specific to each project. Type 123 into the Project Number field. Select Search. Select View Proctors for the project you selected. | |||||
4. | Verify that at least one proctor is active for the project you are using. If there is not an active proctor, you can create one using the button Add Proctor For This Project. | |||||
5. | You may now leave the Lab module and access the Scheduling Module. |
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Scheduling - Calendar View | |
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1. | From Home, navigate to Scheduling |
2. | Notice the Scheduling module defaults to the Calendar view. |
2. | Select Add Work Order. |
3. | Enter search criteria to locate a project and select Search. |
4. | Choose a project from the Search Results grid. Click the Select link. |
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Scheduling - General | |
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1. | From Home, navigate to Scheduling |
2. | Select the List button |
3. | at the bottom of the page increase the amount of view-able rows in the list to "50". |
4. | Use the Filters at the top of the page and see how the list changes (office, technician, etc). Select the Search button. |
5. | Clear your filters to return to the full list again. Select the Clear button. |
6. | Click in the status boxes to filter on specific statuses (Draft, Submitted, Accepted, etc.) |
7. | Filter by a date range, a time range, or both. |
8. | Filter by technician, notice you can add multiple technicians into this filter. |
9. | Notice you can schedule a work order for a different time zone (if applicable) |
10. | Navigate from the Scheduling tab to Pending Field Actions. |
11. | Notice the categories of Pending Field Actions. These can be turned off by navigating from Home to Administration > Work Items/Field Billing Costs > Work Items and removing the check mark from "Create Pending Field Actions". |
12. | Filter the pending field actions list by a Project Manager or Technician. Select the Filter button. Notice that the dashboard view refreshes. Notice you can save your commonly used filters like in other areas throughout MetaField. |
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