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Table of Contents

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Table of Contents
Table of Contents

Purpose

MetaField Project Informationlets you store project information on a mobile device for quick access, even when the device is offline.  The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity.

Info
  • The most common examples are client contact information & project accounting information.
  • Project Information can be saved for up to 15 projects.
  • Information shown is read only. 
  • Project Information is populated from your company’s source systems 
    (i.e. other applications your company uses to manage their business – accounting, CRM , and / or Project project management systems.)

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Tip

You are unable to initiate any field tests or activities from with the Project Information module. It is simply a read-only view of core project data that may be useful to have access to in the field. To initiate a field test or activity in the field, you must do that from the respective Field module.

Save a Project to Project Information

  • After select Project Information from the Field
Home Page
  • home page, choose Search for Project.
Select
  • Look-up a project using Search for Projects or select a project from the Recent Projects list
or look-up a different project using the Search Projects button
  • .
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Once a project is selected, it is automatically saved and displays on the Saved Projects list the list that is shown on the first screen within the Project Information area. 
Projects on the Saved Projects list will remain until they are removed by the user or are displaced by 5 more than 15 more recently saved projects.

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To View Project Information:

Viewing Project Information

  • Select Project Information on the Field home page.
  • Select a project from the “Saved Projects” Saved Projects list. 
    • Current information will be displayed from your source systems when online. 
    • When accessing on from a device that is offline, you will see the data that was cached the last time you accessed the project’s information with an active connection. 

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Project Information

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Section

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DescriptionExample

Project Details

Lists Project Code, Project Manager, Project Name, Work Location and Client Name

Tip

When viewing Project Information

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  • Click on the Project Manager’s e-mail address to generate an email to the PM
  • click on the Work Location link to access driving directions or a Google map of the location

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Work Breakdown Structure

List details as to what work was contracted to be performed.
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Project CommentsShows general project comments from the project record in Project Setup - Projects.

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General Field InstructionsShows general field instructions for the project from the Project Specs - Field Instructions specification for the project.

Collaborators

Includes contact information for individuals associated with the project.

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Remove a Project

Projects can be manually removed from the “Saved Projects” list in 2 ways:

  1. To delete items one at a time, select the project from

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  1. the projects list, then select Remove Project from Local Cacheat the bottomof the screen

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  2. To delete all

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  1. Projects from from the projects list, select Clear Local

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Project Information: Offline Usage

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  1. Cache at the bottom of the screen.
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Offline Usage

As you add and delete projects while you are online, MetaField will update the information stored in your device's browser cache. 


Info
titleAllowing Device Storage When Offline

Depending on your device

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settings, the first time you use Project Information, you may see a message asking to store data on your computer for offline use. If you see this message, select the Allow option. If not, you will not be able to access Project Information while offline.

Opening the page in Offline mode will contain all the cached Projects.

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Remove button will delete the Project from the browser’s storage. After that it will not be available for Offline usage and you need to cache that Project again while Online. 
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