Purpose
Access to MetaField functionality is controlled using role-based security.
- MetaField authenticates users with Active Directory and Windows security.
- Only a MetaField Administrator can assign roles.
- Assign roles to users based on the activities they perform.
- Before users can access MetaField, they must be assigned to at least one role.
- Several standard roles are pre-loaded in the system.
- Administrators may create new roles with custom permissions.
Standard Roles
| Role | Description |
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| Administrator | - Complete access to all MetaField components
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| Business Administrator | - Complete access to all MetaField components with the exception of Admin - Security
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| Field | - Allows entry of field tests, inspections, observations, and creation of field reports
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| Quality Control | |
Project |
| Delivery | - Controls access to the Delivery component for report management
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Lab| LIMS | - Controls access to the Lab (LIMS) component for sample management and entry of lab test results
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| Utility | |
| Scheduler | |
| Project Set Up | |
| Report Access | - Controls access to the Delivery component for report management
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| Safety Program | - Controls access to only the Field → Safety module
- Provides a simple mechanism for all employees within an organization to log safety-related records (observations, incidents, etc.)
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Creating a New Role
To create a new role:
- Select the Add Role button
- You will be prompted to give the role Provide a Name and Description .
...
- of the role in the pop up
- Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.
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Assigning Permissions
- MetaField uses a check box tree to assign appropriate permissions. Each permission label, corresponds with its respective area within MetaField.
By assigning a "check mark" on the permissions check box tree, the selected check mark will grant access to its respective area
.By removing a "check mark" on the permissions check box tree, any unselected nodes, will not grant access to the respective areas.
| Item to Note | Example | Image |
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By selecting a "parent" node permission, all children permissions will be granted. | Parent = Field (permission granted)
Children = All activities within the Field module will be granted unless an individual permission is removed. |
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| The permissions check box tree, use a "tri-state click cycle". | - If a node is empty (empty state), the permission is not granted.
- If a node is checked (full state), that permission is granted along with all (if any), child permissions are granted as well.
- If a node is fully colored (mid state), that permission is granted but, it contains 1 or more child permissions that are NOT granted.
Click an individual node to cycle through each state until the appropriate state is applied. | Info |
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| MetaField contains certain special case permissions that will NOT be automatically applied if the parent permission is marked. For more information, please see the Special Permissions section. |
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Special Permissions
- MetaField contains special permissions that can provide a user access to such features as; managing sample data, test data, and proctor data.
- Each special case permission can be accessed and granted within the permissions check box tree. By default, marking the parent permission will NOT automatically select these special case permission. The only way for these permissions to be granted, is if their node is selected individually.
- Listed below, are all of the special case permissions within MetaField.
| Permission | Feature | Image |
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| Manage Global Text Libraries | - User can associate and edit a Text Library at the Global level.
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| Manage Activity |
Log | Structure | - User can add, edit, or delete Text Library Areas, Categories, and Sub-Categories.
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| Add Proctor | - Users can add proctor results in the Field module (typically done in LIMS)
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| Edit Density Test | - Allows field users the ability to save edits to Density Tests in the status of Analyzed, Complete or Review.
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| View Specimens | - Provides user access to the View Specimens screen, within Field - Concrete / Grout / Mortar.
- User can manage the status of concrete / Grout / Mortar specimens (Logged, Picked Up, Checked In,)
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| Change Specimen Count | - Provides user access to the Change Specimen Count screen, within Field - Concrete / Grout / Mortar.
- User can Change the specimen counts for samples in Picked Up, Checked In, and Uncollected statuses.
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| Test Forms | - Allows field users to have access to Activity and Sample Tracking Forms that are in "Test" status.
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| Manage Concrete Sample Date | - Users have the ability to edit Concrete sample logged/cast date, regardless of sample's specimen statuses.
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| Report - Can Email |
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| Report - Can Make Public |
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Manage Density Field Test Data Manage Density Test Date | - Users with the Manage Density Field Test Data permission can change field data in Density QC
- Users with the Manage Density Test Date permission can change the test date of a density test in Density QC
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| Manage Sample Tracking Test Results | - Users have the ability to edit Lab Test data from Sample Tracking QC.
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| Email Reports |
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View Sample Data Revert Test Results | - User can select a specimen within Lab, and can view the QC / Field data related to the concrete sample / specimen.
- User can clear out test results that were entered for a specimen in error.
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| Manage Soil Proctors | - User can edit proctor data within Lab, even if the proctor has already been used for testing.
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| Manage Bituminous Results | - User can edit Bituminous results within Lab, even if the results have already been used for testing.
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| Approve Results |
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| Enable Finalize All |
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| Project Security |
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| AgilePort | - The following permissions grant access to AgilePort configuration options within the MetaField Administration Module.
- AgilePort Users: Grants access to create and configure AgilePort only users.
- Subscriptions: Grants access to view AgilePort subscriptions and create billing reports.
- Settings: Grants access to a configuration menu for the AgilePort client portal.
- AgilePort Login/Preview: Grants a MetaField user the ability to login to AgilePort using their MetaField credentials and view the portal as their clients would.
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| Utilities - Billing |
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Default Roles / Permissions
MetaField Roles and associated Permissions can be configured how your organization sees fit. Below are the default settings.
