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The DIY form modules (Activity, Safety, Evaluation) allow field staff the ability to capture the results of a variety of field activities through a unique, customizable, mobile interface. Your MetaField Administrators can build forms for your use in Field and tailor the client report to support your customer's needs. Since the functionality of Activity, Safety and Evaluation forms is primarily the same, Field functionality for all of these form types will be covered here.

Groups and Forms

When you first open Activity from the main Field menu, you will need to select the correct project. Once your project is selected, you will see a screen with one or more Group buttons (blue bars). Group buttons are built by your MetaField Administrators and are a way to categorize the different Activity Forms your company uses. When you select a Group, you will see the available Forms for that Group.


Info
titleSearch

If you have a large number of groups or forms, you can search for a specific item by using the search fields on the screen.

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Info

If a Description is provided in Administration as part of the form setup, that Description will display below the form name on the screen above.

Adding a New Record

To create a new Activity you must first select the appropriate Group and then choose your Form.

All Forms require three pieces of information. These three fields may be labeled differently based on your organization's needs.

  1. Number (different numbering rules available)
  2. Date
  3. Name

Beyond these three items, forms are built by your MetaField Administrators and can be tailored to your organization's specific needs. When building forms in Administration, the system supports:

  • Multiple field types, to make data entry easier
  • Marking fields as required / not required for data entry
  • Allow fields to be editable / not editable in Field and Quality Control 
  • Calculated values based on input in other fields
  • Fields to be visible based on data enter in other fields
  • Two layers of data grids
  • Different titles and legal text based on from where the report was generated (Field or Quality Control)

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ButtonAction
Add Activity / Safety / Evaluation
  • Brings you back to the main form screen so you can select the appropriate group and form for a new form record
Copy Last Activity
  • Opens up a new form with fields pre-populated with the same data as the last Activity record that was saved.
  • Fields that do not have data copied over are fields that have been set up by your activity administrator to clear upon copying
Manage Activity / Safety / Evaluation
  • Displays the screen to filter and open previously created form records
  • By default numerous filter controls exist to filter the data
  • Your Administrator can configure additional filter controls for your organization

Associate Reports 

  • Allows you to associate your form record with other reports
Add New Field Activity
  • Allows you to quickly enter another type of Field transaction for the same project
My Assignments
  • Allows you to return to the "My Assignments" page (only applies to users with Field permissions)

Manage Activity / Safety / Evaluation

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This button represents the amount of DIY Activity Forms with Form Setting = Density Test - Soil Nuclear Gauge, Retest = Yes, AND it does not have a related test. This will button will ONLY appear if items fall into this queue. Users will be able to adjust what they can filter by, and what is displayed under "Density Retests" in Administration / Activity / Search / Results Display / Field Activity Retest Results (As explained here)

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