Purpose
In this Admin tab Administration module you can configure which rields Activity fields a user can search by as well as what is returned in their search results. Depending on the Display Area selected, certain Field Types may be prohibited. Also on this screen you You can also determine which fields display on the Discrepancy Report and Daily Field Report.The following instructions pertain to both Activity and Sample Tracking.
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The settings and controls used for Activity forms generally apply to Evaluation forms also. The controls and configurations outlined on this pages are intended to support the like controls for Evaluation forms too. |
Selecting System Names
When adding a "Field" in this area, you actually will be selecting a System Name. A System Name is assigned by the user upon creating a new Field for a Form. System Name can be used once on a Form, but may be repeated on every Form. When you select a System Name for a Search Result Display Area, MetaField will return results for any Activity record with a matching System Name field. However, when you select a System Name for a Filter Display Area, you must also select the Field Type. In this case, MetaField will use this filter to return matching Activity records for this Field Type and System Name combination.
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Filters and Search Results are preconfigured for you. You may always alter this configuration as needed. Below is a list of Display Areas and an explanation as to what part of the system to which they apply.
ContextApplies To | MetaField Area | Example (Click on an image to enlarge) |
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Daily Field Report | Activity | - This display area is used to control the display of Fields on the Daily Field Report
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Daily Field Report Closed Discrepancies | Activity | - This display area also appears on the Daily Field Report, but under the heading of "Closed Discrepancies"
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Discrepancy Report | Activity | | Image Modified |
Field Activity Report Filter | Activity Evaluation | - When creating an Activity Report from the Field, these are the fields that you can use to search for Activity records.
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Field Activity Report Results | Activity | - Fields added to this display area will appear when choosing Activities to add to an Activity Report created in Field
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Field Activity Retest Results | Activity | - Fields added to this display area will appear when selecting the Manage Density Retests button in Field / Activity
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Field Daily Field Report Filter | Activity | - Allows you to configure the date and technician fields that the system will use to select Activity records to add to the Daily Field Report
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This is pre-configured to use the Technician and Date fields that default on a Form. Be cautious of changing these as this could result in Activity records not being available for selection on this report. |
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Field Daily Field Report Results | Activity | - When choosing Activity records to include on a Daily Field Report, these Fields will display for each Form to help users choose the correct Activities
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Field Manage Activities Filter | Activity |
Sample TrackingEvaluation | - After you select Manage Activities in Field, the fields configured here will be available for you to filter your list of Activity records
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Field Search Results | Activity |
Sample TrackingEvaluation | - Once you have filtered your Activities in Field (Manage Activities) these Fields will be presented to help you choose the desired Activity
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QC Activity Report Order | Activity Evaluation | - Control field display when choosing the order of Activities when generating a report
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QC Activity Search Filter | Activity |
Sample TrackingEvaluation | - In Quality Control > Activity, when searching for
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records - Activities for a specific project these Fields will be available
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QC Activity Search Results | Activity |
Sample TrackingEvaluation | - In Quality Control > Activity, when working with a project, this controls which columns will display
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QC Discrepancy Report Search Filter | Activity | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to set the fields by which you can search for discrepancies
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QC Discrepancy Report Search Results | Activity | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to control which columns display
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QC Project Search Filter | Activity |
Sample TrackingEvaluation | - In Quality Control > Activity, when searching for a project, these fields will be available
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Report Image Metadata | Activity | - Use this display area to choose Fields that will display next to images attached to the Discrepancy Report or Daily Field Report
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Utilities Data Extract | Activity |
Sample TrackingEvaluation | - In Utilities > Activity Data Extra, this controls what
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fields - Fields will be available for display on the data extract
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Utilities Search Filter | Activity |
Sample TrackingEvaluation | - In Utilities > Activity Data Extract, you can set fields to search for Activity records using this area
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Utilities Search Results | Activity |
Sample TrackingEvaluation | - In Utilities > Activity Data Extract, this controls which columns will display
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