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About

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:

ReportDescription
Daily Report
  • High-level recap of field technician work performed in the field
Special Inspection
  • A detailed inspection report based on a Special Inspection activity type
Simple Special Inspection
  • A narrative-based special inspeciton report based on a Simple Special Inspection activity type
Simple Observation
  • A narrative-based observation report based on a Simple Observation activity type

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, select the project the report is for.  If your project is not listed, you can use the Search Projects button to search for and select it.

After a project is selected, the underlying report data needs to be filtered to a specific Technician and date.

If you are creating a Daily 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.

  • Main report section screen
  • Remove the check box to exclude the section from a report
  • Main sub-section screen
  • Accessed by clicking on the main section button
  • Remove the check box to exclude the sub-section from a report
  • Sub-section details screen
  • Access by clicking on the sub-section button
  • Informational only

 

 

 

 

 

 

  

 

 

 

 

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