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
Where can I go for more information? Please contact your customer success manager or our support team to learn more.
© 2023 Agile Frameworks. All rights reserved. | Terms of Use & Privacy Policy
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
In order to use MetaField Mark Simple, you will need access from your MetaField administrator. After access is granted, you will need to upload your signature graphics in order to sign.
MetaField Mark Simple Sign
If you sign in MetaField
Managing Signature Graphics
Select on your name in the top right corner of most MetaField screens and choose ‘Profile’.
STEP 1
STEP 3
After upload, you will see a preview of their uploaded image(s).
Navigate to the ‘Signatures’ tab and select 'Upload'.
Signatures will be used for any reports with a ‘Digital with Signature Graphic’ signature configuration on the report
Stamps will be used for any reports with a ‘Digital with Seal’ signature configuration on the report
Please note that profiles are allowed to have only one signature and multiple stamps.
STEP 2
STEP 1
First navigate to the Administration panel and then click 'Users'. Select an individual user and click on ‘Edit User’ icon.
If you are a MetaField administrator
Granting MetaField Mark User Access
STEP 2
Navigate to the ‘Signatures’ tab within the pop-up modal. Select ‘Upload’ for either signatures or stamps.
Signatures will be used for any reports with a ‘Digital with Signature Graphic’ signature configuration on the report.
Stamps will be used for any reports with a ‘Digital with Seal’ signature configuration on the report.
Please note that profiles are allowed to have only one signature and multiple stamps.
Signing Process
Using MetaField Mark Simple Sign
Users will see a very similar experience for MetaField Mark as they did for AgileStamp.
One improvement users will see is that they will no longer need to enter credentials for each signing process.
Take a look at any popup errors. You may have either missed activating your account or possibly consenting to single sign on. The Pop up message will lead you to your missing step.
First try checking your spam folder and if you are first in your company, you may need to check with your IT team to see if the email got blocked by any firewall.
You can either begin signing documents as normal and update your image during signing ceremony by clicking on the signature/seal location or you can log into your DocuSign Account and navigating to ‘My Profile’ -> ‘Signatures’ OR ‘Stamps’.
Reach out to your local MetaField Administrator or whoever set up your MetaField Account. They can set you up with a click of a toggle. See here.
No, if you sign and deliver reports at the same time or in separate steps, MetaField will send the signed copy as it did with AgileStamp.
MetaField Mark
Frequently Asked Questions
Follow the same initial steps when creating a report that you want to sign. Choose the records you want added to your report and complete the Finalize Report popup.
The report will be created with the user signature or seal in the bottom right and the user directed back to their Module.