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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:
Report | Description |
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Daily Report |
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Special Inspection |
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Simple Special Inspection |
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Simple Observation |
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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 if you are creating a Daily Report. The screens for other reports will be similar in that you will be required to select certain activities that should appear on the report.
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Saving / Emailing a Report
The final step in creating a Field Report is to save it and optionally email it. The following parameters are available when performing this step.
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Description |
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Notes |
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Alternate Title |
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Report Label |
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Include Discrepancy Log |
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Digitally Sign Report |
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Send Email |
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Clicking the Submit button will save the Field Report to the Quality Control module in MetaField for review and optionally email the report if the user chose to also email the report.
Click image to enlarge.
Viewing Existing Reports
Reports previously created in the Field Reports module can be viewed on a mobile device. Simply click the View Existing Reports button from the main Field Reports menu.
A filter screen will display that allows you to filter previously created field reports by Technician, Report Type and Report Date. Selecting a report in the reports list will download a copy of the report PDF file to your mobile device and display it.
Click image to enlarge.