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About Field Reports

MetaField allows field personnel to create and/or e-mail reports from their mobile device while on the job site.  This functionality is available in the Field Reports area of Field.

Reports created in Field Reports are saved in Quality Control, where they can be reviewed, finalized, and/or countersigned by the project manager.

Two reports can be e-mailed from the field:

About Daily Reports

A daily report is intended to be a record of one technician’s MetaField use on a specific day.  After the technician selects which types of transactions (observations, tests, and/or inspections) should be included, the report will contain all available items for the type(s) selected, for a single technician, from a single day, for a single project. 

  • Daily Reports can be digitally signed and e-mailed.
  • Images and attachments cannot be added to reports using controls available in Field Reports.  However, they can be appended using the editing functionality in Quality Control (QC). 

Creating a Daily Report

To create a daily report follow these steps:

StepActionExample
1.From the Field home page, select Field Reports.
2.On the next screen, select Daily Report.
3.

Select (or search for) the appropriate project. Verify Technician and Date are correct.

Using Date Pickers

When using the Date Picker (shown below), dates that have applicable activities/tests for the chosen technician will be highlighted. Other dates with nothing to report will be grayed out. 
4.

Select Create Report.

 

If no field actions were logged for the selected Technician on the listed date, the Create Report option will not be available.

5.

By default, all items entered for that day will be selected. if you uncheck any of these items, they will not display on the Daily Report. Then, select Next.

  • Select any of the buttons associated with an action type (Field Observations, Soil Density Tests, etc.) to review all items of that type and add optional Comments.
  • Comments will appear on the report, organized by type of action. 
6.
FieldDescription
Description 
Notes 
Report Label 
Digitally Sign Report 
Send Email 
 
   
   
   
   

 

  • Select Submit.
  • Next, select Report Information.
  • On the screen that appears, add a Description (optional)
  • Select a Report Label (required).
  • Select Done.

If Digital Signature is available and you want to sign the report, select Digital Signature.

  • Mark the check box and enter your digital signature Username and Password.
  • Select Done.

If you want to e-mail the report:

  • Select Email.
  • Mark the Send Email checkbox.
  • Enter all required information.
  • Leave the Copy Me checkbox marked to send a copy of the e-mail to the "From" address.
  • Select Done.

When all desired options have been adequately completed, select Submit.
After successfully submitting a Daily Report, the following options will be available:

  • Add New Field Report
  • Add New Daily Report
  • Select Home -to return to the Field home page.
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