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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
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- From the MetaField™ home page, select Delivery.
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- On the Delivery Search screen, search for the project(s) that the report(s) are associated with.
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- Select the project(s) you would like and click Open.
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- Select the checkbox next to the report you would like to print and choose Batch Print.
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- Select any reports that you would like marked as Delivered. and then choose View Report.
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- A PDF window will open with all the reports selected. You may print or save these reports as needed.
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Delivery Statuses
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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.
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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. |
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.
Filter Controls
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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.
Button and Grid Function Overview
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Create Consolidated Report | ||||||
Upload | ||||||
Sign |
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Change Public Status |
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Batch Download |
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Batch Print |
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Edit Description |
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Edit Report Label |
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Change Upload Type |
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Change Consolidation Type |
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Mark as Delivered |
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Revised |
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Delete |
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Delivery Status Assignment
The following table outlines how various Delivery statuses are automatically assigned.
| Button | Originating Report Delivery Status | Report Delivery Status Updated To |
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Deliver | Complete or Final | Delivered |
Change Public Status |
AgilePort |
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| Complete or Final | Delivered or No Change based on the configuration in Admin | |
Sign |
AgileStamp Users Only |
| Complete | Final | |
Delivered (unsigned) |
Delivered
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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. |
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):
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What Reports Can Be Signed in Delivery
Report Delivery Status | Previously Digitally Signed | Delivered | Can Sign? | Signing Process Notes |
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| Complete | No | No | Yes | Report can be signed for the first time since it has not been signed. |
| Final | Yes | No | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
| Delivered | Yes | Yes | No | Signing is not allowed since re-signing a report in Delivery is not allowed. |
| Delivered | No | Yes | Yes | User will be asked if they want to copy the delivered report to sign a new copy. |
If they select "Yes" then the unsigned & delivered report will be copied and the new copy of the report will be signed. |
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.
Deleting a Report from Delivery
To Delete a Report, follow these steps.
On the far right, an X will appear next to reports which can be deleted. Select the X to delete the report.
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A report in the status of “Delivered” cannot be deleted. |
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).
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.