2.5 - Release Notes

Table of Contents

Administration

General

  • Department section has been added to store the departments an organization has.
  • Office section has been added to store the offices an organization has.
  • User metadata now uses the master list of Departments and Offices defined in the Administration module (no longer free-form entry).
  • User can now be defined as an AgilePort Only user (office would not be required for these types of users)
  • For deleted records in the various Admin grids, the Delete icon (X) will no longer appear on the right side of the grid.
  • LabAccessSampleManagement permission added. This permission (having it) allows a user to edit Field data from within the concrete lab queues. Without this permission, users will be able to have read-only access to field data from the concrete lab queues.
  • RecordsAdministration permission added. This permission allows a user to have access to the Records Administration tab in Admin without having access to the other Administration tabs.
  • A new WBS (Work Breakdown Structure) tab was added. This tab allows you to map a WBS level to a business-friendly name for that WBS level.
  • User grid enhanced to display more columns (data) about a user. These columns can be sorted and additionally exported to analyze your MetaField user data.

Activity Log

  • Activity Log section added to Admin. This section will store default paragraphs of text that can be used in the new Activity Log module. These paragraphs of text are defined by a categorization hierarchy.

Density Testing

  • Drive Cylinder added as a new test type.
  • One-Point added as a new test type.

Concrete

  • Mix Design Strength added to the Mix Design metadata.  This is the strength for a particular mix, not the design strength for the application.
  • The Supplier will no longer appear in the Plant and Mix Design grids below the Supplier grid.
  • Sets can be reunumbered in the Sample Management tab. If, for example, sets 1 and 2 were saved without supplying a starting set number (by mistake), but were supposed to be sets 37 and 38 instead. The Sample Management utility can be used to renumber set 1 to be set 37. Subsequently, set 2 will be renumbered to be set 38.
  • A new Curing tab added to manage the pick list values for the new curing-related fields - Initial Moisture Environment, Initial Cure Method, Final Cure Method

Inspections & Observations

  • Duplicate custom fields with the same name are now allowed.
  • Description field added to each custom field to describe the use / purpose / context of the field.
  • Tool tip updated to show the type of custom field and the description of the custom field when associating custom fields with a coverage.
  • Pre-defined text can be entered for a coverage. This text will default into the Description of Work Completed field in an I&O activity in the Field module. It can be used as a starting point for I&O narratives and / or simply provide "reminder text" to field instructions (i.e. things to do for a given type of inspection or observation).
  • Placeholder text variable added to the default text for a coverage. These variables are presented to the user in the Field module and are replaced with the user-supplied answers.

Reports

  • Drive Cylinder added as new report type.
  • Alternate Report Title can now store up to 35 characters of text.
  • Activity Log report added.

Labs

  • A new Labs tab has been added to manage new pick lists supporting soil proctor standards (Standards, Source, Origin, Methods).

Project Setup

  • Collaborator Roles can be defined.

Record Administration

  • A new Record Administration tab has been added to segment some data management functions within MetaField. The functionality that existed to manage density tests, concrete samples and reports was simply consolidated into the new Record Administration section of Admin. Access to this tab is controlled with the RecordsAdministration permission.

Utilities

  • Work breakdown structure (WBS) fields available in most data extracts.
  • Data extract settings added to support the new Activity Log module.

Field

Density

  • Drive Cylinder Test has been added.
  • One-Point Test has been added.
  • Pan Weight is now a required field (and must be > 0).
  • Density Test screens refactored behind the scenes to optimize the presentation of screens based on the type of test being performed.
  • "Relative Compaction" relabeled "Percent Compaction"
  • Proctor grouping introduced to group proctors into two groups - Soil Proctor and One-Point
  • View Proctor Image button added so an image or PDF of the proctor curve can be viewed in the field (if uploaded and part of the proctor record in the Lab module).
  • Work Breakdown Structure (WBS) fields and Hours added to the Field Notes section. This allows field tests / activities to be "tagged" with the WBS that applies to that activity.
  • The first screen calls out Pending and Retest tests so field technicians are made aware of open items before beginning their work.

Concrete

  • Test Age field added to the Specifications screen to indicate the test age for the supplied Specified Strength / Specified Modulus of Rupture.
  • Date Logged / Cast will no longer default.
  • Check In screen no longer defaults Field Cure specimens to TRUE.
  • The Pick Up and Check In screens have been modified to capture metadata related to curing and transportation of samples / specimens. This addresses requirements in ASTM C31, section 12.1.5.
  • Dates have been added to the Time Batched, Time Arrived and Time Truck Empty fields to account for situations where a concrete placement spans midnight. This ensures an accurate calculaton of the Placement Time.
  • Work Breakdown Structure (WBS) fields and Hours added to the Field Notes section. This allows field tests / activities to be "tagged" with the WBS that applies to that activity.
  • Concrete temperature fields changed to only allow whole integers (no decimals).
  • User will see the entire list of Supplier / Plant / Mix Design values without having to press the space bar key.
  • Min / Max concrete temperature fields no longer required fields.

Inspections & Observations

  • Images can be uploaded from withing the Field module on a mobile device.
  • Description of Work Completed field no longer required if custom fields are used on an activity.
  • Any coverage that has pre-defined text defined on it will default that text into the Description of Work Completed field.
  • The ability to create a Detail Activity Report has been added after saving a new Observation activity type. Users can create this report directly from the field now.
  • Work Breakdown Structure (WBS) fields and Hours added to the Field Notes section. This allows field tests / activities to be "tagged" with the WBS that applies to that activity.
  • Default text placeholder variables introduced in the Description of Work Completed field.
  • Date Taken was added as additional photo metadata.  This date is user-supplied (not from the image file metadata).
  • Photographer was added as additional photo metadata to record who was the photographer that took the image.

Activity Log

  • Activity Log added so log entries can be executed from the Field module.

Field Reports

  • The tiered structure and interfaced used to view and select the sections of the Daily Report was improved so it was more logical.
  • Daily Report is now referred to Daily Field Report
  • One-Point and Drive Cylinder reports added a field activity that can be reported on this report.
  • Detail Activity Report can be created.

General

  • An Add Activity Log button is presented after a user saves a test. sample or activity. This allows the user to quickly log an Activity Log entry in the Field module after completing their work.
  • Users will be warned if they try to navigate away from a test / activity log being entered. Warning will indicate they will lose their half-entered data.

Quality Control

General

  • Grid tool tips updated to have a new underlying graphic (more rounded format).

Density Testing

  • New Drive Cylinder tab added to manage Drive Cylinder test types created in the Field module.
  • "Relative Compaction" relabeled "Percent Compaction"
  • The DensityTestAdministration permission now allows users (with this permission) the ability to edit field test data on any type of soil density test.
  • New One-Point tab added to manage One-Point test types created in the Field module.
  • Ability to plot on image type files uploaded to One-Point tests.
  • Work Breakdown Structure (WBS) and hours fields added.

Concrete

  • A tool tip was added in the Sample Number column.  When a user hovers over this number in the data grid with their mouse, information about the truck / delivery is displayed in a pop up tip.
  • Concrete set renumbering will match sets in QC & Lab.
  • View Averages Strengths button added above the Specimens grid. This pop up calculates the average strength of specimens with like test ages.
  • The Edit Pick Up and Edit Check In screens were modified. Most of the specimen metadata related to curing and temperatures now appears on the Edit Pick Up screen instead of duplicated across both screens.
  • Specimen reports can be created for any status (except Draft). Prior to this change, you could only include "Complete" specimens on a report.
  • Sample Number filter added to the filter pane.
  • Set Number filter added to the filter pane.
  • Location Details field displayed as a column in the Sample grid (used to be part of the Pour Location mouse-over pop up).
  • % of Specification calculated column added to the specimen grid to calculate the percentage of the specified strength / modulus of rupture a given lab test is.
  • Remark Code can be edited in the specimen grid using the Set Remark Code button.
  • Selected specimens will not "uncheck" when performing an action on them.
  • Work Breakdown Structure (WBS) and hours fields added.
  • Multiple specimen reports (for the same sample type) can be created at one time in batch using the new Create Batch Specimen report. All specimens, regardless of lab status, for a given sample will be reported.

Activity Log

Activity Log

  • Activity Log module added to report on a variety of activities performed at a firm. Pre-defined paragraphs of text can be defined (in the Administration module) and defaulted for various activities entered. Entries can be combined and reported. Supporting reports can be associated with an activity entry.

Delivery

  • Consolidated reports updated with some new navigation options. You can expose the Bookmark pane to view the various reports contained in the consolidated report. If you click on a bookmark link, you will be brought to that section of the overall report. In addition, you can click the report name in the cover sheet to navigate to that underlying report.

Dashboard

General

  • Office filter added to filter criteria. This allows a user to filter to an office, project manager or both. For the office filter to work, the Owning Office must be defined in Project Specifications for a project.

Density

  • Dashboard queues added for Drive Cylinder test types.
  • Dashboard queues added for One-Point test types.

Activity Log

  • Queues supporting the Activity Log entries added (Today's Activities, Yesterday's Activities, Not Reviewed, Not Reported).

Reports

General

  • Office location has been added to reports. It will appear under the company logo in the report header.
  • Alternate Report Titles can now store up to 35 characters of text.
  • Report # label added prior to any report number appearing on a report.

Concrete Reports

  • Specimen-based reports will default the Set-Specimen numbers in the report Description field when creating these reports from QC. Note - The Description field is only an internal field viewed in the Delivery module. It is not reported to the client. This is similar to the way the soil density tests automatically put the test numbers in the report Description field.
  • Concrete Pour Summary - Updated to include the set number in the last column.  In addition, the sample type displays the code / abbreviation instead of the full name of the sample type.
  • Concrete Pour Summary - Users will have the option to cume the Load Volume column or not.
  • Specimen-based reports updated to account for the dates added to the Time Batched, Time Arrived and Time Truck Empty fields (used for pours that span midnight).

Density Reports

  • Drive Cylinder Test report added.
  • "Relative Compaction" relabeled "Percent Compaction"

Inspections & Observations

  • I&O reports will no longer display the Description of Work Completed field if it is blank. This is useful when custom fields take the place of the Description of Work Completed field content.

Activity Log

  • Activity Log report added to support the new Activity Log functionality.

Lab

Proctor

  • Additional metadata added to Proctor screen.
  • Image or PDF file of a proctor curve or family of curves can be uploaded and stored as part of the proctor record.
  • Proctor Family names can be added.
  • Proctor Family names can be associated with an individual proctor (makes that proctor part of the designated family).

Concrete Work Queues

  • Lab queues can now display up to 100 records.
  • Performance improvements introduced.
  • Queues sorted in the same order as the Break List Report by default.
  • Up / Down navigation introduced in the data entry grids using the Up and Down arrow keys. Left / Right navigation is still available using the Tab key.
  • View Field Data button added so Lab users have a way to view Field data for a given sample.

Project Specifications

  • The Density Mix Designs tab was renamed to be Bituminous Mix Designs.
  • Ability to define owning office location added. The name and address of the defined office will display below the log on any report generated for the project.
  • Concrete Sample Specifications updated to capture the test age of a supplied Specified Strength / Specified Modulus of Rupture (i.e. 4,500 PSI at 28 Days).
  • Moisture Requires Retest field defaults to TRUE when adding new specifications.
  • "Observation Distribution List" relabeled "Observation / Detail Activity Report Distribution List" and is used to store the email distribution list for both Simple Observation and Detail Activity reports generated from the field.

Utilities

Density

  • "Relative Compaction" relabeled "Percent Compaction"
  • One-Point test fields added as field options.
  • Drive Cylinder test fields added as field options.
  • Work Breakdown Structure (WBS) fields available for extract.

Concrete

  • The new curing and transportation fields added as field options.
  • Work Breakdown Structure (WBS) fields available for extract.

Inspections & Observations

  • Work Breakdown Structure (WBS) fields available for extract.
  • Relational data extract added. This allows for the data relationships to be maintained by exporting a series of .csv files for each of the inspection / observation entities - activity, activity data grid, observation, observation data grid, photos.

Activity Log

  • Data extract options added to support the addition of the Activity Log module.

MetaField Project Setup

  • A new MetaField Project Setup module has been added. This allows clients that don't have formal source systems for projects, clients and contacts to enter this data directly in MetaField. It also allows firms to use MetaField on specific projects without pursing the integration with source project, client and contact systems.
  • Clients can be uploaded into the Client module using a .csv import file.

Usability / Navigation

  • Forgot Password process is no longer case sensitive - supplied username.
  • "Remember Me" login option introduced that keeps user session active until the user logs out or closes their browser.

Source System Integrations

  • Work breakdown structures (WBS) can be returned from project systems.

New Feature Videos

TopicVideo

Field Module Changes

Patches

2.5.1

Version 2.5.1 was the first client-facing deployment so there are no changes from the 2.5.0 version to note.

2.5.2

  • Generic Users will no longer appear in Project Manager pick lists.
  • When changing the Mix Design field in Concrete QC, all mix designs will be displayed in the pick list.
  • Nuclear Gauge in the Density Field module will default to the last used (standardized) gauge for that user (versus defaulting to the first gauge in the list).
  • The % of Specification calculation in Concrete QC is now formatted as a percentage value (i.e. 73 versus .73).
  • Decimal precision updated for drive cylinder calibration entry.
  • Total Wet Weight of Material From Cylinder will calculate for Drive Cylinder tests.
  • Pan Weight field for soil density tests can now accept 0 for the pan weight (if tared out in calculations).
  • Wet Weight of Soil & Pan must now be >= 200g (versus 500g)

2.5.3

  • Remarks (remark codes) will wrap to a second line if the text string is too long for the cell on the report.

2.5.4

  • Activity Date added to the header of each Activity Log entry.
  • Issue causing rare duplicate sample numbers in the Concrete module fixed.
  • MetaField Home button appears on Field Menu footer for all browsers now (mobile browsers in addition to desktop browsers).
  • Specimens on concrete lab reports will sort in order of specimen number if the test age is the same to put them in numerical order.
  • Open In Delivery button added to the Activity Log module (same button behavior as in Quality Control modules).
  • User is able to select a new sample type when copying a previous sample (i.e. user just entered a Truck Log sample and now wants to create a Field Test sample and retain most of what they entered on the prior sample).
  • Bug related to the Owning Office (Project Specifications) not defaulting when creating a Consolidated Report has been fixed.
  • Office is now required on a Consolidated Report in Delivery.
  • Overlapping report hyperlinks on the Consolidated Report cover sheet fixed.
  • Overlapping report hyperlinks on the Activity Log related reports fixed.
  • Issue related to office addresses not displaying on certain reports (intermittent) fixed.
  • "Remember Me" session time option fine tuned to prevent user sessions from expiring.
  • Minor bug with specific button text not displaying in Internet Explorer 10 fixed.
  • Issues related to special characters in report or project names that prevented AgilePort publishing fixed.

2.5.5

  • Website error addressed when accessing the Subscriptions tab in the Administration module that prevented users from accessing a given month's subscription data.

2.5.6

  • Location Details column added to all Density QC grids. This is a dedicated column versus the Location Details being combined in the Location column.
  • Location and Location Details columns added to the Inspections & Observations QC grid.
  • Location Details column is sortable in Concrete QC.

2.5.7

    • Added support for MetaField running in a hybrid model using Project Setup and an external adapter

2.5.8

    • Issue with duplicate report numbers for a very specific situation resolved.