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Purpose
MetaField allows field personnel staff to create and / or e-mail email reports from their mobile device while on the job site. This functionality is available in the Field Reports area of Field. Reports created in Field Reportsare saved in Quality Control - Field Reports, where they can be reviewed, finalized , and / or countersigned by the project manager.
Two reports can be e-mailed from the field:
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Reports available in Field Reports include:
Report | Description | ||
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Daily Field Report |
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Activity Field Report |
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Concrete / Grout / Mortar Types |
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Density Testing |
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Creating A Report
After selecting the Field Reports menu button from the main Field menu, simply click the Create Report button. A pop up will display where you can select the type of report you want to create.
After selecting the type of report, you'll be directed to the report filter page for the specific field report that was selected. By default your current project and today's date will be filtered. You can use the search icon next to the project name if you would like to create a field report for a different project. If you have not been working in a project you will be required to search for one. Select the Search Projects button.
After a project is selected, the underlying report data needs to be filtered to a specific Technician and date or date range depending on the report type. Optionally you can also filter on Status.
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If you are creating a Daily Field Report, you can select All for the technician to run a report summarizing all of the field activities for all technicians. When using the date picker, any date appearing with a white number indicates there were records / activity for that day. |
After selecting your date and technician, screens similar to the following will appear if you are creating a Daily Field Report. The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.
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Creating / Previewing / Saving / Emailing a Report
The final step in creating a Field Report is to save it and optionally email it. The following parameters are available when performing this step.
Field | Description | ||||||||||||||
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Description |
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Notes |
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Alternate Title |
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Report Label |
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Include Discrepancy Log |
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Capture Field Signature |
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Digitally Sign Report |
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Send Email |
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Clicking the Preview button will generate a report for you to preview, but it won't save the report.
Clicking the Submit button will save the Field Report to the Quality Control module in MetaField for review and optionally email the report if the user chose to also email the report.
Viewing Existing Reports
Reports previously created in the Field Reports module can be viewed on a mobile device. Simply click the View Existing Reports button from the main Field Reports menu.
A filter screen will display that allows you to filter previously created field reports by Technician, Report Type and Report Date. Selecting a report in the reports list will download a copy of the report PDF file to your mobile device and display it.