QC - Activity / Safety / Evaluation

Table of Contents	Pages
	Reporting Form Records Custom Filters and Columns

Purpose

The Activity / Safety / Evaluation areas of Quality Control allows you to add, review and edit form records. You can also can add form records to reports and create Discrepancy Reports (Activity forms only) from this area.

Missing Buttons

When a project is in a "closed" status, the buttons that control changing status, creating new reports, adding new records and creating report associations will be hidden. If you need to perform these functions, change the status of the project to Open. This will allow these buttons to be exposed again.

Project Search

Like other areas of Quality Control, you will first need to search for the correct project. The Project Search screen displays some set filters; however, your Administrator can add additional filters to this screen based on your company's needs.

Project Search Results

Unlike other places in Quality Control, when you search for a project all matching projects are returned to you, regardless if the project contains underlying form records. The reason for this difference is that you can bypass Field and enter form records directly in Quality Control.

Adding Form Records From Quality Control

To add a new form record, select the Add Activity / Safety / Evaluation button below the filter panel. Next you will need to select the appropriate group and form.

After you select your group and form, a new window will appear that will allow you to complete your form record. The fields that display on this screen are determined by you MetaField Administrators. Below is an example form with the various types of data input.

Editing Form Records

Form records can be edited by clicking the pencil icon on the left side of the grid. If the form is configured for batch editing, a Batch Edit button will appear in the button bar if the grid has been filtered to a single form (that is configured for batch editing). The Batch Edit grid allows users to modify data on multiple forms at one time and make those updates in batch.

Send Email to Technician During Record Review

After clicking the pencil icon to edit a record, at the top of the screen a 'Send Email' button is displayed. Project Managers can use this feature to email a technician regarding an activity record within the MetaField user interface. For example, if a project manager is reviewing an activity form and discovers a discrepancy or something that needs attention, within that same window the PM can send an email to the technician to have them address the concern. The PM can customize the message if they desire, and the recipient will have a direct link to the record in question.

Send To	Recipient for the email. This value defaults to the technician currently assigned to the record.
Subject	Subject line for the email can be customized here. By default, the subject line contains: Form Name & Activity Number - Project Number - Project Name
Message	Optional Field. Can be customized and will appear in the body of the sent email.
Send Copy to Me	If toggled, a copy of the sent email will be sent to the current user.

Copying an Existing Form Record

You can create a new form record by copying an existing record. Simply select the record you want to copy and choose Copy Activity / Safety / Evaluation. The "add" dialogue will automatically open and the record will be prepopulated. Any field that your Administrators determined should be cleared upon a copy will be left blank.

Reviewing and Editing Form Records

To review an Activity record in detail, click the pencil icon next to the record. This will open the record up in edit mode.

Form Status Values

Activity records have one of the following status values.

Status	Definition
Entered	System automatically assigns this status when a new Activity Record is save OR when a record is updated in Field or QC
Review	QC users can manually set an Activity Record to this status
Complete	QC users can manually set an Activity Record to this status Only records in this status are eligible to be added to an Activity report When updating the status to complete if all Activity records share a Report you will be prompted if you also would like to create a report.

Downloading Uploaded Files

If you have a file upload field added to an Activity form and a file has been uploaded to a record, you can download the file from Quality Control. To do this you need to open the record for editing and then choose the Download button under the file.

Associate Other MetaField Reports With Form Records

Finalized reports can be associated with form records. Associated Reports will be appended to reports when generated.

Adding Report Assoications

To add an association, click the Add Report Association button. From the Add Report screen, search for your reports and select the ones you would like to associate with your form record. Finally, save your associations.

Seeing that Report Association Exist

You can see when a Report Association exists because an icon will appear to the right of your form record when viewing the list of form records.

Deleting Report Associations

To remove an association, click the Add Report Associations button, find the report you wish to delete and select the X icon.

Related Form Indicator

Form relationships can only be created from the Field module.

If a form has a related form associated with an arrow icon will appear in the main grid. Click this icon to see information on the related form.

Visualization Rules and Hidden Data

Depending on how your form was built, it may contain visualization rules that result in fields being hidden/displaying based on entries made in other fields. Sometimes a field may display and data entered into it, and later hidden based on edits to other fields. When a field with data is hidden, the hidden data will not appear on the Report or Data Extracts. However, this data will be retained in case the conditions are met later for the field to be exposed again.