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About
The Activity portion of Quality Controls allows you to add, review and edit Activity records. You can also can add Activity records to Reports and create Discrepancy Reports from this area.
Searching for a Project
Like other areas of Quality Control, you will first need to search for the correct project. The Project Search screen in Activity display some set filters; however, your Administrator can add additional filters to this screen based on your company's needs.
Project Search Results
Unlike other places in Quality Control, when you search for a project all matching projects are returned to you, regardless if the project contains Activity records.
The reason for this difference is that you can bypass Field and enter Activity records directly in Quality Control.
Adding an Activity Record from Quality Control
To add a new Activity record, select the Add Activity botton below the filter panel. Next you will need to select the appropriate Group and Form.
After you have selected your Group and Form, a new window will appear that will allow you to complete your Activity record. The fields that display on this screen are determined by you MetaField Administrators. Below is an example Activity Form with the various types of data input.
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Reviewing and Editing Activity Records
To review an Activity record in detail, click the pencil icon next to the record. This will open the record up in edit mode.
Mark Your Record as Reviewed
Once you have reviewed your Activity record, you can mark it as reviewed by click on the checkbox found on the far right of your screen. This will also remove this record from your Dashboard count of Not Reviewed Activities.
Associate Other MetaField Reports with Activity Records
Finalized reports can be associated with Activity records. Associated Reports will be appended to Activity reports when generated.
Adding Report Assoications
To add an association, click the Add Report Association button. From the Add Report screen, search for your reports and select the ones you would like to assoicate with your Activity record. Finally, save your associations.
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Seeing that Report Association Exist
You can see when a Report Association exists because an icon will appear to the right of your Activity record when viewing the list of Activity records.
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Deleting Report Associations
To remove an association, click the Add Report Associations button, find the report you wish to delete and select the X icon.
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