Field - Project Information

Table of Contents

Purpose

MetaField Project Information lets you store project information on a mobile device for quick access, even when the device is offline. The Project Information page can be bookmarked for offline use, making it particularly useful when field technicians are working in remote locations with limited wireless data connectivity.

The most common examples are client contact information & project accounting information.
Project Information can be saved for up to 15 projects
Information shown is read only
Project Information is populated from your company’s source accounting, CRM and / or project management systems

You are unable to initiate any field tests or activities from with the Project Information module. It is simply a read-only view of core project data that may be useful to have access to in the field. To initiate a field test or activity in the field, you must do that from the respective Field module.

Save a Project to Project Information

After select Project Information from the Field home page, choose Search for Project.
Look-up a project using Search for Projects or select a project from the Recent Projects list.

Once a project is selected, it is automatically saved and displays on the list that is shown on the first screen within the Project Information area.

Projects on the Projects list will remain until they are removed by the user or are displaced by more than 15 more recently saved projects.

Viewing Project Information

Select Project Information on the Field home page.
Select a project from the Saved Projects list.
- Current information will be displayed from your source systems when online.
- When accessing from a device that is offline, you will see the data that was cached the last time you accessed the project’s information with an active connection.

Project Information Section	Description	Example
Project Details	Lists Project Code, Project Manager, Project Name, Work Location and Client Name When viewing Project Information Click on the Project Manager’s e-mail address to generate an email to the PM click on the Work Location link to access driving directions or a Google map of the location
Work Breakdown Structure	List details as to what work was contracted to be performed.
Project Comments	Shows general project comments from the project record in Project Setup - Projects.
General Field Instructions	Shows general field instructions for the project from the Project Specs - Field Instructions specification for the project.
Collaborators	Includes contact information for individuals associated with the project.

Remove a Project

Projects can be manually removed from the “Saved Projects” list in 2 ways:

To delete items one at a time, select the project from the projects list, then select Remove Project from Local Cache at the bottom of the screen.
To delete all Projects from from the projects list, select Clear Local Cache at the bottom of the screen.

Offline Usage

As you add and delete projects while you are online, MetaField will update the information stored in your device's browser cache.

Allowing Device Storage When Offline

Depending on your device settings, the first time you use Project Information, you may see a message asking to store data on your computer for offline use. If you see this message, select the Allow option. If not, you will not be able to access Project Information while offline.

Opening the page in Offline mode will contain all the cached Projects.

Remove button will delete the Project from the browser’s storage. After that it will not be available for Offline usage and you need to cache that Project again while Online.