Field - Activity

Table of Contents	Pages

About

The Activity Field module allows field staff the ability to capture the results of a variety of field activities through a unique, customizable interface. Your MetaField Administrators can build forms for your use in Field and tailor the client report to support your customer's needs.

Activity Groups and Forms

When you first open Activity from the main Field menu, you will need to select the correct project. Once your project is selected, you will see a screen one or more Group buttons. Group buttons are built by your MetaField Administractors and are a way to categorize the different Forms your company uses.

Adding a New Activity

To create a new Activity you must first select the appropriate Group and then choose your Form.

All Forms require three pieces of information. These three fields may be labeled differently based on your organization's needs.

Activity Number
Activity Date
Person's Name

Beyond these three items, Forms are built by your MetaField Administrators and can be tailored to your specific needs.When building Forms in Administration, the system supports:

Eleven different field types, to make data entry easier
Marking fields as required / not required for data entry
Allow fields to be editable / not editable in Field and Quality Control
Calculated values based on input in other fields
Fields to be visible based on data enter in other fields
Two layers of data grids
Different titles and legal text based on from where the report was generated (Field or Quality Control)

Text Area Fields: Placeholder Variables

For Text Area Field Types, your MetaField Administrators have the option to default text into these fields.

To replace placeholder values, follow these steps.

Step	Direction	Example
1.	Select the Text Area field that contains placeholders
2.	Type in the appropriate placeholder values and choose Replace. You can replace all values by selecting Replace all placeholders at the top of the screen.

Saving an Activity

After you complete all required fields, you will be allowed to save your activity. After saving, you will be presented with the following additional options.

Button	Action
Add Activity	Brings you back to the main Activity screen so you can select the appropriate group and form for a new Activity
Manage Activities	Displays the Manage Activities screen to filter and open previously created activity records By default numerous filter controls exist to filter the activity data Your Administrator can configure additional filter controls for your organization
Create Report	Brings you to Field Reports to create an Activity Field Report You can choose which Activities you want to be added to your Field Report Screen will be prefiltered to the Group and Form you just saved, as well as the current date (these values can be changed)
Add New Field Activity	Allows you to quickly enter another type of Field transaction for the same project.

Managing Activities

The Manage Activities screen provides filter controls to look up previously entered activity records.
Activity records meeting the defined filter criteria are displayed at the bottom of the screen and grouped by Activity Form and sorted by date (most recent first).
Selecting an Activity record will open the record up for editing.