Page Comparison

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Purpose

The MetaField Administration system enables you to tailor MetaField to your business situation.  In the various tabs available, administrators define standard data and settings that control how the application operates and makes entering tests, activities and samples quicker and easier for users.  

Types of Administrators

There are two types of MetaField Administrators:

Administration Home Screen 

From the Administration Home screen you will see several icons for each of the major areas. Under each icon is a list of subsections.
Selecting a subsection will bring you to that area of Administration.
If an area has more than three subsections, you will see an option to expose more subsections.

Image Added

Administration Side Menu

A side menu will allow you to navigate throughout Administration without returning to the home screen. 

To expose this menu, choose the icon in the upper left. To hide the menu, select the icon again.

Image AddedImage Added

Using

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Data Grids

MetaField contains many fields which are populated by selecting a value from a dropdown lista drop-down list.  In almost every case, the values in the lists are defined in Administration.  Areas dedicated to defining the values of dropdown lists of drop-down lists are presented in a list data grid view.  The function of these views is generally the same, regardless of the value being defined.

The basic functions performed on list views are:

• Sorting the list.
• Searching & filtering
• Adding to the list
• Editing & deleting list items

 Basic list properties are defined below.

List Properties	How to Use
Adding

to the List

 

The process for adding new values to lists is roughly the same for all tabs in Administration.

Values

Select the

“Add…”

Add button in the top right corner

of the tab

. In the popup that appears, fill in all required information. Select Save.

Sorting Lists

 

By default, lists in

MetaField are

MetaField are sorted alphanumerically by the column values farthest to the left.

  Image Removed= Edit.   

The lists can also be manually sorted by values in another column by clicking on the corresponding column’s heading.

Editing & Deleting Controls

List values are maintained using the following controls:

Various icons are presented with allow you to perform different functions in your list: Icon Control Description Image Added Edit Opens the record to make changes.

Image Removed= Activate.  

Image Added Activate Used to change Inactive or Deleted records to Active.

   

The Activated value will then appear on its corresponding list.

Image Removed= Deactivate.  

Image Added Deactivate The value will no longer be shown on

its     
   

its corresponding list in MetaField

ä (will re-appear if filter is changed 
    to show Inactive values)Image Removed= Delete.   

. To see Inactive values in Administration change the filter option. Image Added Delete The value will no longer be shown on its

corresponding 
   list in MetaFieldä.Image Removed= History.  

corresponding list in MetaField. These values are not permanently deleted. You can reactive a deleted value by selecting the Activate control. To see Inactive values in Administration change the filter option. Image Added History Displays Creation and Last Modified Date and Time.

Note that users can never permanently delete list values; they will simply remain hidden from lists.  This is so that changes made to lists only affect future transactions and values used on past transactions are unaffected.  Deleted values can be seen by adjusting the status filter dropdown for the list and can be reactivated using the Activate control

Tip title Deactivate vs. Delete Suggested use for deactivating values are items that were previously used by the system, but are no longer in use by your business. Suggested use for deleting values, items that were never intended for use by the system.
Searching & Filtering	Almost every list within

MetaField^TM Administration

MetaField Administration contains a Search/Filter feature.  This function is most useful when lists contain many pages of values.  To search for a value: Type in all or part of the value you are searching for.

  
(Spelling

Spelling must be accurate, but it is not case sensitive.

)

Select the appropriate

Status 

Status from the

dropdown

drop-down list provided.

(Statuses are controlled using the buttons shown on the next page)

Select Search.