Field - Field Reports

Table of Contents

Purpose

MetaField allows field staff to create and / or email 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 - Field Reports, where they can be reviewed, finalized and / or countersigned by the project manager.

Reports available in Field Reports include:

Report	Description
Daily Field Report	High-level recap of field technician work performed in the field
Activity Field Report	Allows you to create an Activity report from Field Can report on one or more records saved in Activity
Concrete / Grout / Mortar Types	Allows Field user to create the same report that is generated out of Quality Control for a particular sample If you are generating a report with a digital signature for more than 10 samples, your reports may take several minutes to process. To reduce this process time, you can choose to break up the number of samples you are processing in each transaction.
Density Testing	Allows Field user to create the same report that is generated out of Quality Control for a particular density test.

Creating A Report

After selecting the Field Reports menu button from the main Field menu, simply click the Create Report button. A pop up will display where you can select the type of report you want to create.

After selecting the type of report, you'll be directed to the report filter page for the specific field report that was selected. By default your current project and today's date will be filtered. You can use the search icon next to the project name if you would like to create a field report for a different project. If you have not been working in a project you will be required to search for one. Select the Search Projects button.

After a project is selected, the underlying report data needs to be filtered to a specific Technician and date or date range depending on the report type. Optionally you can also filter on Status.

If you are creating a Daily Field Report, you can select All for the technician to run a report summarizing all of the field activities for all technicians.

When using the date picker, any date appearing with a white number indicates there were records / activity for that day.

After selecting your date and technician, screens similar to the following will appear if you are creating a Daily Field Report. The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.


Main report section screen Remove the check box to exclude the section from a report Overall report comments / narrative can be supplied in the Overall Comments field	Main sub-section screen Accessed by clicking on the main section button Remove the check box to exclude the sub-section from a report Comments / narrative for the section can be supplied in the Comment field	Sub-section details screen Access by clicking on the sub-section button Informational only

Creating / Previewing / Saving / Emailing a Report

The final step in creating a Field Report is to save it and optionally email it. The following parameters are available when performing this step.

Field

Description

Description

Optional free form description of the report being created
Saved as part of the report metadata

Notes

Optional note appearing on the report in the header
Limited number of characters available

Alternate Title

If allowed in report administration settings, an alternate user-defined title can be provided at the time of creating the report

Report Label

Optional
Select the label appropriate for how your firm has implemented labels

Include Discrepancy Log

Available when creating an Activity report
A current discrepancy log can be optionally included as part of the report
The discrepancy log by default will include all discrepancies logged against the project. Discrepancis can optionally be hidden from the log by unselecting the Activity Group/Form.

Capture Field Signature

If allowed in report administration setting, a field signature can be captured.

Digitally Sign Report

If allowed in report administration settings, the field report can be digitally signed
An additional username and password will need to be supplied when selecting this option

Send Email

Allows for a report to be transmitted from the field via email
System will check to ensure SMTP server settings are defined in the Administration module first

Field	Description
From (Full Name)	Full name of the person sending the report
From	Email address of the person sending the report
To	Email address(es) of the individual(s) the report is being sent to If a Distribution List is defined in Project Specifications, the email addresses defined there will default into the To field.
Message	Message body of the email
Copy Me	Sends a copy of the email to the email address in the From field

Clicking the Preview button will generate a report for you to preview, but it won't save the report.

Clicking the Submit button will save the Field Report to the Quality Control module in MetaField for review and optionally email the report if the user chose to also email the report.

Viewing Existing Reports

Reports previously created in the Field Reports module can be viewed on a mobile device. Simply click the View Existing Reports button from the main Field Reports menu.

A filter screen will display that allows you to filter previously created field reports by Technician, Report Type and Report Date. Selecting a report in the reports list will download a copy of the report PDF file to your mobile device and display it.