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Table of Contents
Table of Contents

Purpose

To support Soil Density testingtests, a minimal amount of Proctor data must be entered for active projects. 
Proctor testing of soil samples is done in a lab.  Therefore, data entry into the MetaField™ Lab component is done by lab personnel (and/or by other assigned individuals who are forwarded this information from the lab). 

...

 Proctor results need to be entered into

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MetaField before Soil Density tests (using a nuclear gauge) can be completed

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To enter Proctor information into MetaField:

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.


Info

Even though configured Proctor test forms can be created, MetaField still has a dependency on a Soil Proctor Result record to do field density testing. A process has been introduced to import proctor test results from a configured proctor test form, including the proctor curve image.


Entering Proctor Information

Select LIMS from the MetaField home page

.On the first screen in the Lab area, select

and then choose Soil Proctor Results.

Next, there

There are 2 options for entering the Proctor information:

Menu OptionsDescription
 Select

Add Proctor

  or  Select View Proctors

Which option do you choose?
  • Use
Add Proctor
  • when entering Proctors for different projects or to add a single Proctor quickly – without searching for a project first.
Use

View Proctors

  • Use when you
have many
  • want to add several Proctors to
enter for a single project and want to view them as entered.
  • If the Add Proctor option is chosen, follow these steps:
    • Fill out all required fields.
    • Select Save.
  • If the View Proctors option is chosen, follow these steps:
    • Use the Search feature to locate the project the Proctor will be related to,
    • then select the View Proctors link for that project.

                                     or

    • Select View Proctors next to a project on the list of Recent Projects
After selecting View Proctors, a list of the Proctors for the chosen project will display.
  • To add a new Proctor
    • select Add Proctor For This Project.
    • In pop-up window, fill all required fields.
    • Select Save.

    • How to Edit a Proctor

    To edit existing Proctor information in MetaFieldä,
    §Locate the project with the Proctor(s) you would like to edit
    (using the View Proctors option outlined previously).
    §Once your project is selected, a list of Proctors for that project
    will be displayed.
    §Next, select the Edit button
    in the same row as the
    Proctor to be edited. 
    §Edit appropriate information
    within the pop-up.
    §Select Save.
    Proctors can also be Deactivated or Deleted on this screen
    by selecting the corresponding button.
    What is the difference between Deactivate and Delete?
    §Deactivated = Proctor is unavailable for use on future 
    Soil Density tests,
    • a single project or want to view Proctors already added to a project.
    • You will need to first search for the desired project or one from the Recent Projects list. Select the View Proctors link next to the project and then Add Proctor for this Project.
    • Use when you want to add an image to a proctor.


    Info
    titleProject Status and Proctors

    The system only allows Proctors to be added to Active projects. If you are unable to add a Proctor, make sure the project is Active in your source system.

    Proctor Fields


    FieldDescriptionRequired Field System Name For Importing From Data From
    Configured Proctor Test Form 
    Unit Of Measure
    • Select the appropriate Unit Of Measure (Imperial or Metric)
    • This field will default based on what is selected in General / Settings

    Project Number

    • Enter the exact project number to which the Proctor applies.
    • If you are adding a Proctor to a project already selected, this field will be completed for you.
    • This is a required field.
    		Project number the test is associated with

    Proctor ID

    • Enter in the proctor identification.
    • This is a required field.
    		AlternateID (Sample Form)
    Date Sampled
    		DateSampled
    Method
    • Select the appropriate Proctor Method
    • This list is maintained by your Business Administrator.
    		Method (pick list data source mapping)

    Soil Classification

    • Select the appropriate soil classification.
    • This list is maintained by your Business Administrator.
    • This is a required field.
    		SoilClassification (pick list data source mapping)

    Soil Classification Description

    • After selecting a Soil Classification, the description will automatically be populated.
    • This field is read-only.
    • Descriptions are maintained by you Business Administrator.
    		Determined by the Soil Classification

    Color

    • Enter the soil color.
    		Color

    Size

    • Enter the soil particle size.
    		Size

    Optimum Moisture

    • Enter the Optimum Moisture of the Proctor.
    • This is a required field.
    		ProctorCopyOptimumMoisture

    Moisture Determination Standard

    • Moisture Standard for Proctor.
    		ProctorMoistureStandard

    Max Density

    • Enter the Maximum Density for the Proctor.
    • This is a required field.
    		ProctorCopyMaximumDryDensity
    ProctorCopyMaximumDryDensityMetric

    Density Determination Standard

    • Density Standard for Proctor.
    		ProctorDensityStandard

    Retained on 200 Sieve

    • % Retained on 200 Sieve
    		RetainedOn200Sieve

    Passes on 200 Sieve

    • % Passed on 200 Sieve
    		Passes200Sieve
    Liquid Limit
    • Enter the Liquid Limit
    • Allows integer values up to three digits
    		LiquidLimit
    Plastic Limit
    • Enter the Plastic Limit
    • Allows integer values up to two digits
    		PlasticLimit
    Plasticity Index
    • Calculated value (Liquid Limit - Plastic Limit)
    		Calculated

    Source

    • Source of sample
    		Source (pick list data source mapping - sample form)

    Geologic Origin

    • Origin of sample
    		Origin (pick list data source mapping - sample form)
    Family Curve
    • Family of curves the Proctor is associated with

    Sample Location
    • Location the sample came from
    		Location and LocationDetails (combined - from the sample form)

    Notes

    • Any notes necessary for Proctor
    		Test ID of the test that is imported will be recorded in the Notes field
    Oversize Rock Field Correction Needed
    • Indicates that a Field rock correction is to be applied when proctor is selected in the Field module

    Specific Gravity
    • Specific Gravity used for rock correction calculations

    Absorption %
    • Absorption % used for rock correction calculations


    Image Added


    Tip

    In order to import proctor test results from a configured test form, the system names outlined above need to be used. In addition, you need to add your proctor from the View Proctor Results screen using the Add Proctor For This Project button. On the Add Proctor pop up window, use the Import Proctor Test Results button to import test results.

    Image Added

    The copy process will also copy the supporting proctor curve image if it exists. The proctor curve chart field on your configured form needs to have ProctorCurve as the system name of that field.

    The system will manage which test results have been imported to a Proctor Results record. In order to keep track of this, your configured form needs to have a Y/N field with a system name of ProctorCopied.


    Editing Proctor Values

    To edit existing Proctor information in MetaField choose the pencil icon from the grid. 


    Warning

    Proctors can only be edited or deleted if they are not currently used on a Soil Density test.

    Exception: If necessary, proctors can be edited if they've already been used on a density test with the Manage Soil Proctors special permission (Roles)


    Image Added

    Adding a Proctor Curve or Image

    Both Proctor Curves (PDF file format) and Proctor Images can be added to a Proctor. To do this, you must first choose the correct Proctor from the list. Then select the Upload Proctor Curve/Image button. You will need to identify if the file you are uploading is an image of the Proctor or a Proctor curve. After your file has been uploaded, an icon will appear in the grid. If you choose this icon, you can view the uploaded file.

    Image AddedImage Added

    Info
    titleField User View

    When a file is uploaded to a Proctor, the Field user can view this image after he selects the Proctor in Field.

    Adding a Proctor Family Curve

    To add a Family Curve, select the Add Family Curve For This Project button on the View Proctors screen. Enter the name of the Proctor Family Curve, along with any notes as necessary, and select save.

    Image Added

    Uploading a Family Curve Image

     To upload an image to a Family Curve, select the appropriate Family curve and then choose the Upload Family Curve button. Once an image is saved, an icon will appear under the Family Curve column. You can select this icon to view the image. 

    Image Added

    Adding Proctors to a Family Curve

    To add individual proctors to a Family of Curves you must first add the Proctor Family. Then you can edit a Proctor and choose the correct Family Curve value. 

    Deleting Proctor Curves / Proctor Images / Family Curve Images

    Once a file has been uploaded, you can remove the file by selecting the X to the right of the image icon.

    Image Added

    Copy Proctor Values to a New Project

    One or more Proctors can be copied from one project to another by using the Copy Proctors To Another Project button.

    StepDescirptionExample
    1.

    Select the Proctors you would like to copy into another project.

    Then select Copy Proctors to Another Project.

    Image Added
    2.

    Enter in the project number for the new project.

    Tip
    titleEntering New Proctor ID When Copying
    The system will default the Proctor ID to the existing value. You can update this to a new Proctor ID by selecting the bar that contains the Proctor ID.


    Info
    titleCopied Images

    The system will copy any images associated with the Proctors by default.

    You can prevent images from being copied by selecting the bar that contains the Proctor ID and unchecking the appropriate field.

    Image Added


    Image Added
    3.

    Once you have made any necessary changes to your copied Proctors and associated images, select Save.

    You will be moved to the View Proctors screen for the Project to which you copied your Proctors.

    Warning
    titleFamily Curves

    If a Proctor is associated with a Family Curve, the curvewill be copied along with the Proctor, unless the Family Curve already existing in the new project.




    Deactivate, Activate, Delete and View History on Proctors

    From the View Proctors screen in LIMS, you can deactivate, activate, delete or view history on a Proctor by using the icons described below.


    ControlDescription
    Deactivate
    • Proctor is unavailable for use on future Soil Density tests and is hidden from dropdown lists in Field. 

    It can be re-activated by clicking on the Deactivate/Activate
    button (     )Deleted = Proctor is removed from the system completely.

    Proctor Order Display

    When assigning a Proctor to a Soil Density test – the Field user selects a Proctor from a dropdown list.
    By default, the Proctors will appear in the order they were entered – not necessarily numerical or alphabetical order.
    §However, this order can
    be adjusted in the Lab component of MetaFieldä. 
    To change the order in which Proctors display in the dropdown list, follow these steps:
    §Navigate to the Proctor list for a project (see below).
    §Select Display Order.
    §Drag and drop the Proctors in the desired order.
    §Select OK.
     
    • Deactivated Proctors will display in the main grid in Quality Control as well as on Reports.
    • If you choose to edit a test with a deactivated Proctor, on the edit screen you will see Pending Proctor and you will need to select an Active Proctor.
    Activate
    • Used to change Inactive Proctor to Active.  
    • Once change to Active, the Proctor will be available in the Field dropdown list.
    History
    • View the create and last modified user and date.
    Edit
    • Opens the record to make changes.
    Delete
    • Permanently deletes the Proctor from the system.
    • Only Proctors that have not been associated with a density test can be deleted.

    Proctor FAQs

    QuestionAnswer
    How do I edit or delete a Proctor that has been used on a test?

    You can’t. If you have discovered a Proctor contains incorrect information, but that proctor is currently in use, contact the project manager to determine next steps.

    Exception: If necessary, proctors can be edited if they've already been used on a density test with the Manage Soil Proctors special permission (Roles)

    How do I make sure a Proctor is not used on future tests?Deactivate the Proctor.  A Proctor in the status of Inactive, will remain on all tests where it was used, but will not be available for any future tests.
    How do I change the Proctor on a test that has already been saved?Within Quality Control, the project manager can change the Proctor on any test until the test has the status of Complete.