Table of Contents

maxLevel	2

Purpose

For new customers deploying MetaField, this page will help you plan and organize all the information necessary to setup in MetaField. Gathering and entering this data is critical to a new deployment of MetaField. We have grouped these data configuration activities into a logical sequence of services you may want to roll out. Depending on your implementation plan, you may roll out these services together or one by one. Prior to rolling our a particular service (Density Testing, Concrete / Grout / Mortar Field and Lab operations, Activity, etc.) make sure you have completed all of the configuration items related to that group.

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Please contact your Solutions Consultant with any questions.

General Configuration

Info

title	General Configuration

Data in this section will have to be entered irrespective to what services your are rolling out.

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Set up access for MetaField and AgilePort

Section

Sub-Section

Action

General

Settings

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

General

Departments

Add the list of departments at your firm.

Departments are an optional configuration item.
General - Departments

General

Offices

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

General

WBS

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

Security

General

Roles

Define roles and apply roles to your users.
Roles

Security

Users

Global Documents

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

Security

Roles

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

Add custom roles as needed.
Roles

Security

Users

Set up access for MetaField 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

Reports

Global Settings

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

Reports

Report Types

Define and add Uploaded Report Types.

Define and add Consolidated Report Types.

Using Uploaded and Consolidated reports is an optional configuration.

Reports - Report Types

Reports

Digital Signatures

Define settings for your unique Digital Signature configurations.

Name	Signature Type	Require Digital Signature on Finalize	Field Signature Note	Final Signature Note	LIMS Signature Note	Allow Alternate Final Report Signature Note When Signed by Someone Other than the Project Manager	Alt. Report Signature Note	Signature Note Justification
Digital With Seal Graphic, Long Signature Note	Digital With Seal Graphic	NO		This item has been electronically signed and sealed by {{User}} on {{Short Date}} using a Digital Signature.	This item has been electronically signed and sealed by {{User}} on {{Short Date}} using a Digital Signature.	NO		Left

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

Reports - Digital Signatures

Work Items / Field Costs

Work Items

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

Project Setup

Section

Action

Project Setup

Values in this area do not need to be populated by organizations who will be utilizing an adapter to read data from their Source System(s).

If your organization will not be using an adapter, populate Collaborator Role values in this area, for use within the MetaField Project Setup module.

Project Setup

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Project Administration

Info

title	Scheduling Specification Configuration

Data in this section will have to be entered if you intend to roll out scheduling. Some customers will roll out Scheduling and Dispatch to their Field users first to get them accustomed to utilizing a mobile device to do their jobs before having them enter data into the Field module.

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Add any generic names to appear for 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

...

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 - Certifications

...

Enable the system to create Pending Field Actions.

Review pre-defined Work Items. Edit list as needed.

Optionally, add certifications that are required for performing each work item.

Work Items / Field Costs - Work Items

Density Testing

Density

Info

title

Project Specification is an area meant to be used by Project Managers to override some global settings from Administration, when project-specific settings differ.
In addition to overriding global settings, the items below can also be defined in Project Specifications. You will want to revisit this area after each phase of your roll out plan to determine if there are project specs that will be useful within your operations.

Section

Action

Project Specifications

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

Scheduling

Info

title	Scheduling Configuration

Data in this section will have to be entered if you intend to roll out Density Testing. Typically this is one of the first areas of MetaField that will get implemented operationally since the work flow is straight forward, there is not a lot of front end configuration, and there is a small LIMS component to get Lab personnel used to the softwarescheduling. Some customers will roll out Scheduling and Dispatch to their Field users first to get them accustomed to utilizing a mobile device to do their jobs before having them enter data into the Field module.

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

Density Testing - Sand Cones

Prepare a list of all Drive Cylinders used by your organization, their associated parametersSettings

Section

Sub-Section

Action

General

Generic Users

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

General

Locations

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

Edit the existing values where appropriate.

Add any additional locations neededCertifications

Define global setting for Minimum Specified Compaction - and optionally, Maximum Specified Compaction.
Density Testing - Settings

Density Testing

Test Type

Inactivate any Density Test types not used by your organization.
Density Testing - Test Type

Density Testing

Nuclear Gauges

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

Category	Method	Name	Make	Model	Calibration Date	Calibrated by	Office
Moisture/Density	Radioactive Decay	ABC124	Troxler	3430	3/8/2014	Jane Doe	St. Paul
Density	Standard Count	XYZ456	Troxler	4640-B	12/28/2013	Jane Doe	St. Paul

Density Testing - Nuclear Gauges

Density Testing

Sand Cones

Name

Sand Cone ID

Method

Calibration / Test Sand Name

Method A Bulk Density of Sand (g/cm³)

Method B Bulk Density of Sand (g/cm³)

Wt. of Funnel & Base Plate Sand (g)

Vol. of Funnel & Base Plate Sand (cm³)

Calibration Date

Calibrated by

SC 01567

01567

A

Sand 0057

1.525

1719

1127.21

01/14/2013

Bill Smith

Density Testing

Drive Cylinder

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

General

Suppliers / Mix Designs

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

Density Testing

Certifications

Work Items / Field Costs

Work Items

Enable the system to create Pending Field Actions.

Review pre-defined Work Items. Edit list as needed.

Optionally, add certifications that are required for performing each work item.

Work Items / Field Costs - Work Items

Density Testing

Info

title	Density Configuration

Data in this section will have to be entered if you intend to roll out Density Testing. Typically this is one of the first areas of MetaField that will get implemented operationally since the work flow is straight forward, there is not a lot of front end configuration, and there is a small LIMS component to get Lab personnel used to the software.

Section

Sub-Section

Action

General

Generic Users

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

General

Locations

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

General

Suppliers / Mix Designs

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

Density Testing

Settings

Define global setting for Minimum Specified Compaction - and optionally, Maximum Specified Compaction.
Density Testing - Settings

Density Testing

Test Type

Inactivate any Density Test types not used by your organization.
Density Testing - Test Type

Density Testing

Nuclear Gauges

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

Category	Method	Name	Make	Model	Calibration Date	Calibrated by	Office
Moisture/Density	Radioactive Decay	ABC124	Troxler	3430	3/8/2014	Jane Doe	St. Paul
Density	Standard Count	XYZ456	Troxler	4640-B	12/28/2013	Jane Doe	St. Paul

Density Testing - Nuclear Gauges

Density Testing

Sand Cones

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

Name	Drive Cylinder ID	Wt of Cylinder (lb)	Top Diameter (in)	Bottom Diameter (in)	Cylinder Ht (in)	Volume of Cylinder (cf Sand Cone ID	Method	Calibration / Test Sand Name	Method A Bulk Density of Sand (g/cm³)	Method B Bulk Density of Sand (g/cm³)	Wt. of Funnel & Base Plate Sand (g)	Vol. of Funnel & Base Plate Sand (cm³)	Calibration Date	Calibrated by
SC 01567	01567	A-428	A-428	2.8	4	4	5	0.036	06/28/13	J. Doe
Cylinder A	BSC 022134	1.6	3	3	2.66	0.111	08/06/13	Mary Smith

Density Testing - Drive Cylinders

Density Testing

Sand 0057

1.525

1719

1127.21

01/14/2013

Bill Smith

Density Testing - Sand Cones

Density Testing

Drive Cylinder

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

Name	Drive Cylinder ID	Wt of Cylinder (lb)	Top Diameter (in)	Bottom Diameter (in)	Cylinder Ht (in)	Volume of Cylinder (cf)	Calibration Date	Calibrated by
A-428	A-428	2.8	4	4	5	0.036	06/28/13	J. Doe
Cylinder A	BSC 022134	1.6	3	3	2.66	0.111	08/06/13	Mary Smith

Density Testing - Drive Cylinders

Density Testing

Bituminous Material

Edit or add to pre-defined Bituminous Materials list as needed.
Density Testing - Bituminous Material

Density Testing

Soil Classifications

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:

Code	Sub-Code	Description	Lower Moisture % Tolerance	Upper Moisture % Tolerance	Requires Retest
CL		Lean clay	-1	2	Yes
CL	SD	Lean clay with sand			No
CL	GV	Lean clay with gravel			No

Density Testing - Soil Classification s

Density Testing

Standards

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

Measurement Type	Standard	Notes	Default Value
Moisture	ASTM D4959		Yes

Density Testing - Standards

Density Testing

Remarks

Review pre-defined remarks, and edit or add to as needed.
Density Testing - Remarks

LIMS / Samples

Bituminous Test Methods

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

Name	Description	Standard
Marshall		ASTM C123
Rice

LIMS - Bituminous Test Methods

LIMS / Samples

Soil Proctors- Standards

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

Add the appropriate Density and Moisture standards.

LIMS - Soil Proctors

LIMS / Samples

Soil Proctors - Source

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

LIMS - Soil Proctors

LIMS / Samples

Soil Proctros - Origin

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

LIMS - Soil Proctors

LIMS / Samples

Soil Proctors - Methods

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

Reports

Report Types

Define settings for your density testing report types.

Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
Soil Density - Nuclear Gauge	SNG		In Place Density Testing - Nuclear Method		ASTM D6938	Digital With Seal Graphic, Long Signature Note	Quality Control - Field Reports

Reports - Report Types

Reports

Report Labels

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

Work Items / Field Costs

Cost Types

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

Work Items / Field Costs

Cost Units

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

Concrete / Grout / Mortar Field and Lab Operations

Info

title	C / G / M Configuration

Data in this section will have to be entered if you intend to roll out Concrete / Grout / Mortar field and lab operations. Typically firms will impliment this area after Density Testing . since the work flow is a little more complex and there is a large LIMS component to get Lab personnel used to the software, which makes layering this on after Density Testing ideal.

Section

Sub-Section

Action

General

Generic Users

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

General

Locations

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

General

Suppliers / Mix Designs

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

Concrete / Grout / Mortar

General Settings - Sample Types

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

Concrete / Grout / Mortar

General Settings - General

Determine the default LIMS Batch Report Specimen Selection.

Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

General Settings - Admixture Unit

Review pre-defined Admixture Units, and edit as needed.
Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

General Settings - Admixture Type

Review pre-defined Admixture Types, and edit as needed.
Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

General Settings - Sampled From

Review the pre-defined Sampled From list, and edit as needed.
Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

General Settings - Specified Air

Review the pre-defined Specified Air values, and edit as needed.
Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

General Settings - Specified Slump

Review the pre-defined Specified Slump values, and edit as needed.
Concrete / Grout / Mortar - General Settings

Concrete / Grout / Mortar

Concrete Settings - Method of Placement

Review pre-defined Methods of Placement, and edit as needed.
Concrete / Grout / Mortar - Concrete Settings

Concrete / Grout / Mortar

Concrete Settings - Beam Fabrication Method

Review the pre-defined Beam Fabrication Methods, and edit as needed.
Concrete / Grout / Mortar - Concrete Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Method of Batching

Review the pre-defined values for Method of Batching, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Mixing Method

Review the pre-defined values for Mixing Method, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Mortar Type

Review the pre-defined values for Mixing Method, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Cement Type

Review the pre-defined values for Cement Type, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Lime Brand

Review the pre-defined values for Lime Brand, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Cement Source

Review the pre-defined values for Cement Source, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Mixture Unit

Review the pre-defined values for Mixture Unit, and edit as needed.
Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Batch Consistency

Review the pre-defined values for Mixture Unit, and edit as needed.

Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Masonry Unit

Add masonry units used on Grout Prism samples.

Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Grout / Mortar Settings - Grout Prism Alt Forming Method

Add alternative forming methods used on Grout Prism samples.

Concrete / Grout / Mortar - Grout / Mortar Settings

Concrete / Grout / Mortar

Enumerations - Measured Slump

Review the pre-defined values for Measured Slump, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Enumerations - Cone Penetration

Review the pre-defined values for Cone Penetration, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Enumerations - Flow Cone

Review the pre-defined values for Flow Cone, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Enumerations - Measured Spread

Review the pre-defined values for Measured Spread, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Enumerations - Receiving Quantity

Review the pre-defined values for Receiving Quantity, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Enumerations - Load Volume

Review the pre-defined values for Load Volume, and edit as needed.
Concrete / Grout / Mortar - Enumerations

Concrete / Grout / Mortar

Specimen 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.)

Sample Type	Specimen Size	Default Test Age	Default Field Cure	Default Hold
Cast Cylinder	4" x 8"	7	No	No
Cast Cylinder	4" x 8"	7	Yes	No
Cast Cylinder	4" x 8"	14	No	No
Cast Cylinder	4" x 8"	21	No	No
Cast Cyinder	4" x 8"	28	No	Yes

Concrete / Grout / Mortar - Specimen Settings

Concrete / Grout / Mortar

Curing

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

Concrete / Grout / Mortar

Standards

Add standards related to concrete testing measurement types.

Measurement Type	Standard	Notes	Default Value
Air Content	ASTM C138		Yes
Slump	AASHTO		No

Concrete / Grout / Mortar - Standards

Reports

Report Types

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

Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
Concrete Cast Cylinder	CC				ASTM C39	Digital With Seal Graphic, Long Signature Note	Delivery

Reports - Report Types

Reports

Report Labels

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

LIMS / Samples

Labs

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.

Name	Address	City	State	Zip	Include in Reports
Lab A	123 Main St.	St. Paul	MN	55405	Yes
Lab B	321 Anywhere St.	Minneapolis	MN	55401	No

LIMS - Labs

LIMS / Samples

Capping Method

Review pre-defined Capping Methods and edit list as needed.
LIMS - Capping Method

LIMS / Samples

Remarks

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

Sample Type	Code	Description
Cast Cylinder	D1	The test result meets or exceeds the 28 day specified strength.
Cast Cylinder	D2	The 7 day test result meets or exceeds the 28 day specified strength.

LIMS - Remarks

LIMS / Samples

Fracture Types

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

Add Prism based Fracture Types.
LIMS - Fracture Types

LIMS / Samples

Beam Failure Location

Review pre-defined Beam Failure Locations. Edit list as needed.
LIMS - Beam Failure Location

LIMS / Samples

Cylinder Correction Factors

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

LIMS - Cylinder Correction Factors

LIMS / Samples

Compressive Strength Alerts

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

LIMS / Samples

Equipment

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

LIMS / Samples

Specimen Sizes

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

Work Items / Field Costs

Cost Types

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

Work Items / Field Costs

Cost Units

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

Activity

Info

title	Activity Configuration

Data in this section will have to be entered if you intend to roll out Activity. The Activity area of MetaField allows firms the ability to capture the results of a variety of field activities through a unique, customizable interface. The back end configuration is done within the MetaField DIY Engine. Typically firms will impliment this area after they have rolled out Density Testing and C / G / M since there is a lot more up front configuration. However, if you choose to copy our template activity forms, there is very little configuration needed.

...

Section

Sub-Section

Action

General

Generic Users

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

General

Locations

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

Edit the existing values where appropriate.

Add any additional locations needed.
General - Locations

General

Data Sources

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

Activity

Forms

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

Activity

Search Results / Display

Configure which Activity Fields users can search by.

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

Activity - Search / Results Display

Activity

Text Library

Define any text libraries that may be required for Activity records.
Activity - Text Library

Reports

Report Types

Define settings for your Activity report types.

Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
Liquid Penetrant Inspection	LPIR					Digital With Seal Graphic, Long Signature Note	Delivery

Reports - Report Types

Reports

Report Labels

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

Sampling Field and Lab Operations

Info

title	Sampling Configuration

Data in this section will have to be entered if you intend to roll out Sampling in the field and lab operations. The Sampling area of MetaField allows firms the ability to capture the results of a variety of field sampling field activities through the same interface used in Activity. The other component of Sampling allows firms to capture test results though MetaField's integrated LIMS. The back end configuration is done within the MetaField DIY Engine. Typically firms will impliment this area after they have rolled out Density Testing and C / G / M since there is a lot more up front configuration. However, if you choose to use MetaField's integrated lab test forms, there is very little configuration needed.

...

Define settings for your Sampling lab test report types.

Reports - Report Types

Section	Sub-Section	Action
General	Generic Users	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
General	Locations	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 materialsmaterials they apply to (which Sample Forms they will be used for). General - Locations
General	Data Sources	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
General	Material	Review the material list and add additional materials that you manage in your Lab operations. General - Material
General	Suppliers / Mix Designs	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
Reports	Report Types
Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
200 Wash Aggregate C117	MF0018	ASTM C117	Digital With Seal Graphic, Long Signature Note	Delivery	Reports	Report Labels	Create a list of report labels for your Sampling lab test reports (used to help in filtering and searching for reports)LIMS / Samples	Sample Forms	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
LIMS / Samples	Test Forms	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
LIMS / Samples	Test Groups	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.Reports - Report Labels LIMS / Samples - Test Groups
LIMS / Samples
Section	Action
Sample Forms	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
Test Forms	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
Test Groups	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
Labs	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
Capping Method	Review pre-defined Capping Methods and edit list as needed. LIMS - Capping Method
Equipment	Define how Equipment will be categorized into Equipment Types. Prepare a list of all Labs	Add any additional Materials Laboratories for your organization that were not added when configuring your C / G / M operations. LIMS - Labs
LIMS / Samples	Soil Proctors- Standards	Review Standard data entered when Density Testing was configured and edit as necessary. LIMS - Soil Proctors
LIMS / Samples	Soil Proctors - Source	Review Source data entered when Density Testing was configured and edit as necessary. LIMS - Soil Proctors
LIMS / Samples	Soil Proctros - Origin	Review Origin data entered when Density Testing was configured and edit as necessary. LIMS - Soil Proctors
LIMS / Samples	Soil Proctors - Methods	Review Method data entered when Density Testing was configured and edit as necessary. LIMS - Soil Proctors
LIMS / Samples	Equipment	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 calibration information as necessary for each piece of equipment. This is an optional configuration. LIMS - Equipment
LIMS / Samples	Specimen Sizes	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 neededand 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
LIMS / Samples	Search / Results Display	Configure which Lab Test Fields users can search by. Configure which fields populate in the search results grids/pages. LIMS - Search / Results Display
LIMS / Samples	Specifications	Define the list of specifications used in your Lab Operations. LIMS - Specifications

Safety

Info

title	Safety Configuration

Data in this section will have to be entered if you intend to roll out Safety. This area of MetaField allows firms the ability to capture the results of a variety of Safety activities (Field observations, incident reporting, audits, etc) through a unique, customizable interface. The back end configuration is done within the MetaField DIY Engine. Typically firms will impliment this area after they have rolled out Density Testing and C / G / M since there is a lot more up front configuration. However, if you choose to copy our template safety forms, there is very little configuration needed.

...

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 they apply to.
General - Locations

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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

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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.

General - Global Document

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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

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Define settings for your Activity report types.

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Name

...

Report Code

...

Field Alternative Title

...

QC Alternative Title

...

Run Time Alternative Title

...

Standard

...

Digital Signature Configuration

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Send Field Reports to

...

Reports - Report Types

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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

Project Administration

...

Project Specifications is an area meant to be used by Project Managers. Users can override some global settings from Administration, when project-specific settings differ.
In addition to overriding global settings, the following items can also be defined in Project Specifications:

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

Density Testing

Soil Classifications

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

Reports

Report Types

Define settings for your Sampling lab test report types.

Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
200 Wash Aggregate C117	MF0018				ASTM C117	Digital With Seal Graphic, Long Signature Note	Delivery

Reports - Report Types

Reports

Report Labels

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

Safety

Info

title	Safety Configuration

Data in this section will have to be entered if you intend to roll out Safety throughout your organization. This area of MetaField allows firms the ability to create a Safety culture within your firm by integrating Safety into your operations using the same tool your field and office staff are already using. MetaField Safety captures the results of a variety of Safety activities (Field observations, incident reporting, audits, etc) through a unique, customizable interface. The back end configuration is done within the MetaField DIY Engine. Typically firms will impliment this area after they have rolled out the other areas of MetaField and all employees are used to using the software.

Section

Sub-Section

Action

General

Generic Users

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

General

Data Sources

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

Safety

Forms

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

Safety

Search Results / Display

Configure which Safety Fields users can search by.

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

Activity - Search / Results Display

Reports

Report Types

Define settings for your Safety report types.

Name	Report Code	Field Alternative Title	QC Alternative Title	Run Time Alternative Title	Standard	Digital Signature Configuration	Send Field Reports to
Near Miss Report	SNMR	Near Miss Field Report	Near Miss Report				Delivery

Reports - Report Types

Reports

Report Labels

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

Page Comparison

Versions Compared

Old Version 123

New Version Current

Key

Purpose

General Configuration

Project Setup

Project Administration

Density Testing

Scheduling

Category

Method

Name

Make

Model

Calibration Date

Calibrated by

Office

Name

Sand Cone ID

Method

Calibration / Test Sand Name

Method A Bulk Density of Sand (g/cm3)

Method B Bulk Density of Sand (g/cm3)

Wt. of Funnel & Base Plate Sand (g)

Vol. of Funnel & Base Plate Sand (cm3)

Calibration Date

Calibrated by

Density Testing

Category

Method

Name

Make

Model

Calibration Date

Calibrated by

Office

Name

Drive Cylinder ID

Wt of Cylinder (lb)

Top Diameter (in)

Bottom Diameter (in)

Cylinder Ht (in)

Sand Cone ID

Method

Calibration / Test Sand Name

Method A Bulk Density of Sand (g/cm3)

Method B Bulk Density of Sand (g/cm3)

Wt. of Funnel & Base Plate Sand (g)

Vol. of Funnel & Base Plate Sand (cm3)

Calibration Date

Calibrated by

Name

Drive Cylinder ID

Wt of Cylinder (lb)

Top Diameter (in)

Bottom Diameter (in)

Cylinder Ht (in)

Volume of Cylinder (cf)

Calibration Date

Calibrated by

Measurement Type

Standard

Notes

Default Value

Name

Description

Standard

Name

Report Code

Field Alternative Title

QC Alternative Title

Run Time Alternative Title

Standard

Digital Signature Configuration

Send Field Reports to

Concrete / Grout / Mortar Field and Lab Operations

Sample Type

Specimen Size

Method A Bulk Density of Sand (g/cm³)

Method B Bulk Density of Sand (g/cm³)

Vol. of Funnel & Base Plate Sand (cm³)

Method A Bulk Density of Sand (g/cm³)

Method B Bulk Density of Sand (g/cm³)

Vol. of Funnel & Base Plate Sand (cm³)

Run Time
Alternative Title

Digital Signature
Configuration

Run Time
Alternative Title

Digital Signature
Configuration