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Table of ContentsPages
Table of Contents
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About

This area of the application is also used to manage the physical delivery of reports to clients.  MetaField Delivery is the report depository for MetaField generated reports.  Other project documents can be uploaded, and consolidated client reports can be created.

Locating and Printing a Report from Delivery

To locate reports for client distribution, follow these steps:

 

StepDescriptionExample
1.
  • From the MetaField™ home page, select Delivery.
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2.
  • On the Delivery Search screen, search for the project(s) that the report(s) are associated with.

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3.
  • Select the project(s) you would like and click Open.
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4.
  • Select the checkbox next to the report you would like to print and choose Batch Print.

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5.
  • Select any reports that you would like marked as Delivered. and then choose View Report.
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6.
  • A PDF window will open with all the reports selected. You may print or save these reports as needed.
 

Delivery Statuses

...

Purpose

The Delivery module is the repository of created reports in MetaField. It stores both MetaField-generated reports and other project-related reports that are optionally uploaded into Delivery. There are a variety of actions that can be performed on reports in the Delivery module.


Info

It is important to understand that the Delivery module stores reports that have been generated in other areas of MetaField or in non-MetaField applications. They are static (point-in-time) reports. Changing the underlying DATA on a test or sample will not impact reports in Delivery at all. A new report will need to be created from the source module / application and finalized or uploaded into the Delivery module.

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Project Selection

Recent projects are displayed when on the Delivery home page. Projects can be searched for using the on-screen filters. One-or-more projects may be selected to review. Any inactive projects are highlighted in blue. 

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Filter Controls

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Tip

The Highlight Public Reports control shades all report records (rows) blue if the report has been made public in AgilePort.

Delivery Notes

If one or more of the projects you opened in Delivery has Delivery Notes entered in Project Specifications, these notes will display just below the filter panel. You can open and expand this section to view these notes.

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Button and Grid Function Overview

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ButtonFunction

Create Consolidated Report

Upload

Sign

  • Digitally signs the selected reports
  • Multiple reports can be signed at once / in batch
Info
  • When signing multiple reports, if at least one of the report types selected does not allow a digital signature, you will get a message that one or more reports were not signed, but the others were 
  • The Signed By column will indicate which reports were signed


Change Public Status

  • Sets report to be public or not public
  • Only applies to AgilePort customers

Email

Batch Download

  • Downloads the selected reports (PDF files) to your computer

Batch Print

  • Prints the selected reports (PDF files)
  • A consolidated PDF file will be created that you can print
  • Option to mark all printed reports as Delivered status

Edit Description

  • Edits the Description field on a report record
Info
titleAllowed Characters in Description
  • Letters
  • Numbers
  • Underscore ( _ )
  • Hyphen ( - )
  • Space 


Edit Report Label

  • Edits the label(s) associated with a report
  • Reports can have zero to many labels associated with them

Change Upload Type

  • Changes the report type assigned to the "uploaded" report

Change Consolidation Type

  • Changes the report type assigned to the "consolidated" report

Mark as Delivered

  • Sets the report to Delivered status
  • Indicates that you have "delivered" the report to your customer
  • Emailed reports automatically set to Delivered status
  • Reports made public in AgilePort optionally set to Delivered status based on your configuration in Administation

Revised

  • "R" column in the Delivery grid
  • Flag to indicate the report is a revision

Delete

  • "X" icon in the Delivery grid
  • Allows you to delete a report in Delivery
Info
  • A report in the status of “Delivered” cannot be deleted
  • Deleting a report does not delete the source test, sample, etc. in the Quality Control module - the report is separate from the source data



Delivery Status Assignment

The following table outlines how various Delivery statuses are automatically assigned.

ButtonOriginating Report Delivery StatusReport Delivery Status Updated To

Deliver

Complete or FinalDelivered
Publish

Change Public Status

(

AgilePort

Users

Only

)

Complete or FinalDelivered or No Change based on the configuration in Admin

Sign

(

AgileStamp Users Only

) 

CompleteFinal

Delivered (unsigned)

 


Delivered

Info

When Sign is selected for an unsigned Delivered report, the original unsigned report will remain and a signature will be applied to a copy of the report.

 

Both reports remain in Delivered status.



What Reports can be
Tip

Both signed and unsigned reports can have a status of Delivered. You can tell if a Delivered report has been signed by viewing the Signed By column.

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How to Digitally Sign Reports in Delivery

If Digital Signature is available to you, you’ll see a button labeled, Sign above the reports table in Delivery.

Follow these steps to sign the report(s):

 

StepDescription
1.
  • Mark the checkboxes of the report(s) you would like to digitally sign.
2.
  • Select Sign.
3.
  • In the popup that appears, enter your AgileStamp™ credentials and select Sign again.
  • The type of signature image applied to the report will depend on the type of signature defined by the Administrator for the report type.
Info
  • When signing multiple reports, if at least one of the report types selected does not allow a digital signature, you will get a message that one or more reports were not signed, but the others were.  
  • The Signed By column will indicate which reports were signed.

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What Reports Can Be Signed in Delivery

Report Delivery Status
Previously Digitally Signed
Delivered
Can Sign?
Signing Process Notes
CompleteNoNoYesReport can be signed for the first time since it has not been signed.
FinalYesNoNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredYesYesNoSigning is not allowed since re-signing a report in Delivery is not allowed.
DeliveredNoYesYes

User will be asked if they want to copy the delivered report to sign a new copy.

If

 If they select "Yes" then the unsigned & delivered report will be copied and the new copy of the report will be signed.

The

 The user can't directly sign the delivered report that was not originally signed.

For all scenarios above where the report can be signed, signing is only allowed if the Signature Type defined in the Administration module does NOT equal "None."

Report Revisions

In addition to the statuses in the Delivery Status column, there is also the option to flag a report as a Revision.  

To indicate a report is a revision, select the checkbox in the R column next to the corresponding report.

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Deleting a Report from Delivery

To Delete a Report, follow these steps.  

StepDescription 1.Open Delivery and locate the reports you wish to delete. 2.

On the far right, an X will appear next to reports which can be deleted. Select the X to delete the report. 

Info

A report in the status of “Delivered” cannot be deleted.

 3.When the delete confirmation appears, select OK. 

Email History

If a report is emailed directly from MetaField, an envelope icon will appear in the report grid. When you select this envelope icon a popup will be exposed showing you a log of each time the report was emailed. If your MetaField instance is configured to send email links, you will also see when your report recipient first opened your report to view as well as a link to the report if the link is still valid. In addition to seeing who a report was sent to, you can also see a read-only copy of the email Subject and Body of the message (second screen shot below).

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Read-Only Permission 

It is possible to grant a group of users read-only permission to the Delivery module. This allows them to view reports, but does NOT allow them to process them using many of the button functions noted above. Batch printing and batch downloading of reports is available.