MetaField Uploaders / Import Utility Areas

Purpose

For new customers deploying MetaField, this page defines the configuration areas of the system where data can be added via upload utilities through the UI by a system Administrator. More details on each upload area and the requirements of the upload file, visit the individual Help pages through the links below.

Area

Application Location (Sandbox)

Description

Help Location

Area

Application Location (Sandbox)

Description

Help Location

General - Data Sources

https://sandbox.agileframe.net/Admin/General/DataSources

https://casandbox.agileframe.net/Admin/General/DataSources (Canada Customers)

Import global picklist option if you have these stored somewhere to be used in Data Sources.

General - Data Sources

General - Data Sources - Dimensional

https://sandbox.agileframe.net/Admin/General/Lookups

https://casandbox.agileframe.net/Admin/General/Lookups (Canada Customers)

Import picklist options to be used in look up tables (example - correction factors on lab test forms)

General - Data Sources - Dimensional

General - Suppliers / Mix Designs

https://sandbox.agileframe.net/Admin/General/SuppliersMixDesigns

https://casandbox.agileframe.net/Admin/General/SuppliersMixDesigns (Canada Customers)

Import Supplier, Plants (optional), Mix Designs that will be available in the global list for you to select in the Field

General - Suppliers / Mix Designs

General - Global Documents

https://sandbox.agileframe.net/Admin/General/GlobalDocuments

https://casandbox.agileframe.net/Admin/General/GlobalDocuments (Canada Customers)

Upload Global Documents that you would like your Field Techs to have access to while in the field.

General - Global Documents

Security - Users

https://sandbox.agileframe.net/Admin/Security/Users

https://casandbox.agileframe.net/Admin/Security/Users (Canada Customers)

Upload employees within your organization that will be using MetaField

Users

LIMS / Samples - Sample Forms

https://sandbox.agileframe.net/Admin/LIMSSamples/SampleForms

https://casandbox.agileframe.net/Admin/LIMSSamples/SampleForms (Canada Customers)

Provide us the Sample forms you wish to use (from our completed list of forms)

LIMS - Sample Forms

LIMS / Samples - Test Forms

https://sandbox.agileframe.net/Admin/LIMSSamples/Tests

https://casandbox.agileframe.net/Admin/LIMSSamples/Tests (Canada Customers)

Provide us the Test forms you wish to use (from our completed list of forms)

LIMS - Tests Forms

LIMS / Samples - Consolidated Forms

https://sandbox.agileframe.net/Admin/LIMSSamples/ConsolidatedForms

https://casandbox.agileframe.net/Admin/LIMSSamples/ConsolidatedForms (Canada Customers)

Provide us the Test forms you wish to use (from our completed list of forms)

LIMS - Consolidated Forms

Project Admin - Project Setup - Projects

https://sandbox.agileframe.net/ProjectAdministration/ProjectSetup/ProjectSearch

https://casandbox.agileframe.net/ProjectAdministration/ProjectSetup/ProjectSearch (Canada Customers)

 

Upload projects you wish to be in MetaField for Go Live

Project Setup - Projects | ProjectSetup Projects UploadingProjects

Project Admin  - Project Setup - Clients

https://sandbox.agileframe.net/ProjectAdministration/ProjectSetup/ClientSearch

https://casandbox.agileframe.net/ProjectAdministration/ProjectSetup/ClientSearch (Canada Customers)

Upload Clients you wish to be in MetaField for Go Live

Project Setup - Clients and Contacts | ProjectSetup ClientsandContacts UploadingClients

Project Admin  - Project Setup - Contacts

https://sandbox.agileframe.net/ProjectAdministration/ProjectSetup/ClientSearch

https://casandbox.agileframe.net/ProjectAdministration/ProjectSetup/ClientSearch (Canada Customers)

 

Upload Client Contacts you wish to be in MetaField for Go Live

Project Setup - Clients and Contacts | ProjectSetup ClientsandContacts UploadingContacts

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