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Table of Contents

Purpose

Role	Description
Administrator	Complete access to all MetaField components
Business Administrator	Complete access to MetaField components with the exception of Admin - Security
Field	Allows entry of field tests, inspections, observations, and creation of field reports
Quality Control	Controls access to the Quality Control component, as well as Project Specifications and Dashboard
Delivery	Controls access to the Delivery component for report management
Lab	Controls access to the LIMS component for sample management and entry of lab test results
Utility	Controls access to the Utilities component

To create a new role:

Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.

MetaField uses a check box tree to assign appropriate permissions. Each permission label, corresponds with its respective area within MetaField.
By assigning a "check mark" on the permissions check box tree, the selected check mark will grant access to its respective area.
By removing a "check mark" on the permissions check box tree, any unselected nodes, will not grant access to the respective areas.

Item to Note

Example

Image

By selecting a "parent" node permission, all children permissions will be granted.

Parent = Field (permission granted)
Children = All activities within the Field module will be granted unless an individual permission is removed.

The permissions check box tree, use a "tri-state click cycle".

If a node is empty (empty state), the permission is not granted.
If a node is checked (full state), that permission is granted along with all (if any), child permissions are granted as well.
If a node is fully colored (mid state), that permission is granted but, it contains 1 or more child permissions that are NOT granted.
Click an individual node to cycle through each state until the appropriate state is applied.
MetaField contains certain special case permissions that will NOT be automatically applied if the parent permission is marked. For more information, please see the Special Permissions section.

MetaField contains special permissions that can provide a user access to such features as; managing sample data, test data, and proctor data.
Each special case permission can be accessed and granted within the permissions check box tree. By default, marking the parent permission will NOT automatically select these special case permission. The only way for these permissions to be granted, is if their node is selected individually.
Listed below, are all of the special case permissions within MetaField.

Permission	Feature	Image
View Specimens	Provides user access to the View Specimens screen, within Field - Concrete. User can manage the status of concrete specimens (Logged, Picked Up, Checked In,)
Manage Concrete Sample Date	Users have the ability to edit Concrete sample logged/cast date, regardless of sample's specimen statuses.
Manage Density Field Test Data Manage Density Test Date	Users with the Manage Density Field Test Data permission can change field data in Density QC Users with the Manage Density Test Date permission can change the test date of a density test in Density QC
Manage Soil Proctors	User can edit proctor data within Lab, even if the proctor has already been used for testing.
Manage Bituminous Results	User can edit Bituminous results within Lab, even if the results have already been used for testing.
View Sample Data	User can select a specimen within Lab, and can view the QC / Field data related to the concrete sample / specimen.
Manage Global Text Libraries	User can associate and edit a Text Library at the Global level.
Manage Activity Log Structure	User can add, edit, or delete Text Library Areas, Categories, and Sub-Categories.
Email Reports	Users have the ability to email reports from Delivery
Manage Sample Tracking Test Results	Users have the ability to manage test results for sample tracking samples (tests)

MetaField Roles and associated Permissions can be configured how your organization sees fit. Below are the default settings.

Role	Description	Permissions
Administrator	Administrator	Has access to all areas of MetaField.
Business Administrator	Business Administrator	Has access to all areas of MetaField. Permissions can be edited.
Field	Field Worker	Has access to all areas within Field. Gauge Standardization Density Testing Concrete Grout / Mortar Inspections and Observations Activity Log Field Reports
QC	QC User	Has access to all areas within QC Density Testing Inspections and Observations Concrete Field Reports Draft Reports Has access to Dashboard Has access to Project Specifications
Delivery	Delivery User	Has access to Delivery
Lab	Lab User	Has access to: Concrete Work Queues Soil Proctor Results Bituminous Results Reports (Billing)
Utility	Utility User	Has access to: Concrete Data Extract Density Testing Data Extract Inspections and Observations Data Extract Nuclear Gauges Data Extract Activity Log Data Extract
Project Setup	Project Setup User	Has access to Project Setup: Projects Clients and Contacts