Enterprise support for local, regional and national operations
Batch assigning techs and submitting work activities
Multiple views for preferred workflows
Calendar drag and drop features
Draft work order creation for requested activity and placeholder events
Unassigned, canceled, and declined work order awareness
Flexible date and time dispatching for single events, reoccurring series, or specific time slot assignments
Advanced filtering for quick resourcing of personnel, projects, clients, and offices
Automatic alerting for work order changes
Real time status monitoring
Alerting for key status changes (e.g., submitted, canceled work)
Instant email and Text Messaging Alerts
Account for certifications, past work experience, home office and availability
Workload visibility views
Conflict prompting (double booking, lacking certs, etc.)
Add one or more field personnel for a single assignment
Automatic pending field actions (pick-ups, retests, discrepancy resolution)
Prefill new assignments based on past job activity
Shared communication among Field reps, Schedulers, and PMs
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MetaField Dashboard & Quality Control
Enhanced tools for project oversight, data review, and report preparation
Efficient review and revisioning
Batch editing and review of data
Feedback alerts to communicate to field staff and other co-workers
Draft reporting supports two-level review
Report associating to tie project deliverables together
Work order insight for progress tracking of dispatched work activity
Easy report finalization and delivery
Single or batch report creation
Customized legal text for final reporting, signature notes
Digitally sign reports as review is completed
Immediate report delivery or postpone delivery until later
Intuitive awareness of data in need of reporting
Reporting history tracking for revisions and set / test report tracking
Set your firms default filters and results display (Custom tables and filters)
Configure distinct discrepancy / conformance reporting options
Workflows for multi-stage review
Require signatures for specific reports
Custom labeling and grouping of reports (7 Day, 28 Day Breaks, Soils, etc)
End User Customizations
Insight towards items in need of review or (optional) secondary review
Attention on discrepancies, low breaks, failures, other items of importance
Immediate visibility to progress of work in field and lab and new submissions
Sample chain-of-custody awareness (where and who has custody of samples)
Transparency of critical & outstanding items
Why are we updating the signature process? Agile Frameworks has used a DocuSign DSA appliance to support our digital signatures offering since 2011. DocuSign is discontinuing support for these types of appliances and as such we are transitioning MetaField to DocuSign’s cloud digital signature service as well as extending a new signature option.
Once this transition is available in late January 2024, you will see updated signature processes, including the ability to self-manage your signature graphics.
Replacing AgileStamp, MetaField Mark is our integrated digital signature solution, enabling secure document approvals in real-time.
Addressing the majority of daily reporting needs with a primary focus on enhancing efficiency and swiftly adding a professional touch.
SIMPLE
MetaField Mark
Frequently Asked Questions
No, if you have purchased AgileStamp, your signatures will move over to MetaField Mark.
Yes, please reach out to your Customer Success Manager and they will walk you through the process.
Users can be managed by your MetaField Adminitrators from the Securing/User screen.
No, all current signing flows and options from AgileStamp have been moved to MetaField Mark. All the same configurations and controls will be included the new offering as well as a simple sign option.
Yes, most processes will remain the same, but some updates were made for our Certified offering. Check out the details here .
With MetaField Mark, users can select from two integrated offerings:
MetaField Mark
Transition Assistance
To support our users in the upcoming transition, we have additional help assets available below:
Users will learn how to set up and manage accounts as well as sign reports during the webinar.
WATCH THE WEBINAR
Setting the Type of Signature Applied to Your Reports
Each report in MetaField is set up for a Digital Signature configuration default. If you want to update the way a report is signed, open the report configuration settings from the Administrative panel and select a different Digital Signature configuration. This would be the best option if you have some reports you want to sign using Certified signatures and other reports that you want to sign using Simple signatures.
If you want to move all, or most, of your reports to Simple or Certified signatures, you can go directly to the Digital Signature configurations area of Administration and update to Certified or Simple. Once the Digital Signature configuration is updated, any report using this configuration will be signed in the new manner.
MetaField also support project level overrides for cases where you have a customer or project that requires a different type of signature. Project level overrides are controlled within the Project Specifications area under the Reports/Labels option.
