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While working on these exercises, utilize the Help feature in MetaField (located in the upper right corner) to answer any questions. |
Optional: Project Setup |
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Info | ||
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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. |
Project Specifications
Under the General tab, select Density Testing from the Location Context dropdown.
- Enable/Disable a couple locations. This will add/remove these locations from the location dropdown for density testing on this project.
Under the Distribution tab, create recipients for this project for the various report types.
- Select the Add Recipient button.
- Enter a valid email address. Toggle Email Access to "Yes". Optionally add other user information
- Unselect/Select report types for the recipient you created. Click Save.
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.
- Add a different digital signature configuration. Click the pencil icon for a report. Select a digital signature setting from the dropdown. Select Save.
- Add project specific report labels.Select the Add Label button and fill in the required information.
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.
- Select Edit, mark the Confidential Project checkbox true, and click Save.
- In the Users to Add field, type in a user who also has access to the sandbox from your team, and select Add Users.
- Delete the user you just added by clicking the "X" icon.
- Uncheck the Confidential Project flag.
Dashboard Monitoring and Filtering
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.
- Select Analyzed.
- 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).
- Select the Dashboard button in the left hand navigation of the Quality Control screen to return to the Dashboard.
Quality Control & Report Creation: Field Density | |
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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 icon in the top portion of the screen next to the project name to find a project with tests appearing in the grid below.
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4. | In the filter pane, check Analyzed for Analysis Status, and select Search.
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5. | You are now at the place in MetaField where you can review, edit, and approve tests:
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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 Delivery button 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 > Density Testing. Create reports for different types of density tests like One-Point tests and Drive Cylinder tests.
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Quality Control & Report Creation: Concrete | |
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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.
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5. | Highlight a sample to display that sample's specimens in the lower grid.
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6. | You are now at the place in MetaField where you can review, edit, and approve specimens:
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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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