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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.
Click image to enlarge.
Copying an Existing Activity Record
You can create a new Activity record by copying an existing record. Simply select the record you want to copy and choose Copy Activity. The Add Activity dialogue will automatically open and the record will be prepopulated. Any field that your Administrators determined should be cleared upon a copy will be left blank.
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.
Activity Status Values
Activity records have one of the following status values.
| Status | Definition |
|---|---|
| Entered |
|
| Review |
|
| Complete |
|
Downloading Uploaded Files
If you have a file upload field added to an Activity form and a file has been uploaded to a record, you can download the file from Quality Control. To do this you need to open the record for editing and then choose the Download button under the file.
FireFox Browser
If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function.
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.
Click image to enlarge
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.
Click image to enlarge
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.
Click image to enlarge
Related Form Indicator
If a form has a related form associated with an arrow icon will appear in the main grid. Click this icon to see information on the related form.
Visualization Rules and Hidden Data
Depending on how your form was built, it may contain visualization rules that result in fields being hidden/displaying based on entries made in other fields. Sometimes a field may display and data entered into it, and later hidden based on edits to other fields. When a field with data is hidden, the hidden data will not appear on the Report or Data Extracts. However, this data will be retained in case the conditions are met later for the field to be exposed again.