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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.

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 Exists

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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