• Cover
• System Requirements
• Hardware Requirements
• MET/TEAM Mobile Requirements
  • Configuring Active Directory
  • Configuring the MET/TEAM Server Machine
  • Configuring the Main SQL Server® Machine
  • Configuring MET/TEAM Mobile Machines
• MET/TEAM and Windows Authentication
  • Configure IIS (Windows Authentication)
  • Activating System Default Login – Use Windows Authentication
  • MET/TEAM Usernames
  • QC Approved By and Windows Authentication
  • Chrome Browser and Windows Authentication
  • MET/CAL and Windows Authentication
• MET/TEAM Security
• MET/TEAM Architecture
• Localization
• Installing MET/TEAM
• Backing Up a SQL Server® Database
• Restoring a MET/TEAM Database
  • Outline
  • Process
• Log-In
  • Windows Authentication Not Active
  • Windows Authentication Active
    • Logging Out when Windows Authentication is Active
  • Change Password from Log-In
• Licensing
  • About
    • Logged in Users
    • Register
    • Enter Registration Code
  • License Expiration
• Open Source Location
• Training Videos
• MET/TEAM Software Overview
  • Main Menu
    • File Menu
    • Workflow Menu
    • Maintenance Menu
    • Management Menu
    • Reports Menu
    • Setup Menu
    • Help Menu
    • Configure Menu
  • Reports
    • MET/TEAM Reports Directory
    • Customer Portal Reports Directory
    • MET/TEAM Facility Addresses and Reports
    • Report Parameter Combinations
  • Dialog Menu Action Buttons
  • Control Buttons
  • Window Control Buttons
  • Shortcut Keys
  • Field Auto Lookups
    • Excluded Lookups Field
  • Find Dialogs
    • Find Dialog Toolbar
    • Search Conditions
      • Data Selection Methods
      • Organizing your Search
      • Expediting the Select Process in Multi-Select Finds
  • Quick Notes
    • Add Quick Notes
    • Modify Quick Notes
  • Categories and Sub Categories
  • Read-Only Fields
  • Repurposing Fields
  • Date/Time Fields
    • Dates on the User Interface
    • Dates Using the Import
    • Dates on Reports
    • Updating Crystal Reports to UTC
• How to Get Started Using MET/TEAM
  • Minimum Information Required to Receive and Process Equipment
    • Adding Users (individual log in)
    • Adding Facilities (customer, manufacturer, lab)
    • Adding Types (grouping/catalog of serialized items)
    • Adding Procedures
    • Adding Assets (individual serialized items)
  • Additional Information – Manual Templates and External Files
    • Adding Manual Templates
    • Adding an External File (Spreadsheet) to MET/TEAM
    • Setting Up a Type to Use the Newly Added Template
• Funding
  • Job Number – Standard Hours
  • Job Number – Level of Effort
• Adding Labor
• Auditing and Change Tracking
  • Auditing
  • Change Tracking
  • History Log
• Report Writing with Crystal Reports 2011
  • Helpful Links
  • Prerequisites
  • Crystal Report Icons
    • Button Icon
    • Use
  • Creating a Simple Report
    • Connecting to the database
    • Adding tables to the report
    • Inserting Data Fields
      • Changing Field Formats
        • Formatting Assistance
        • Changing the Report Orientation
      • Previewing the Report
      • Adjusting the column headers
      • Inserting Text Fields
      • Formatting Fields
      • Selecting Records
        • Record Selection using the Select Records Expert
      • Inserting Groups
      • Record Sort Order
      • Inserting Summaries
        • To Insert a Summary or Subtotal:
      • Formatting the Sections
        • To Format a Section
      • Inserting Special Fields
        • Inserting Lines and Boxes
        • To Draw a Line:
        • To Draw a Box:
  • Advanced Report Writing
    • Using Formulas
      • Inserting Formulas
  • Adding a Report to MET/TEAM
  • Adding a Report to Customer Portal
  • Advanced Formulas
    • The Formula Editor
      • The Fields Box
      • Operators and Functions Box
        • Using dates in formulas
        • The Formula Checker
        • Inserting text and numbers into formulas
        • Inserting functions and operators into formulas
      • Stacking IF… ELSE… statements
      • Using Variables in formulas
    • Some MET/CAL Example Formulas
  • Using database views
• Converting a MET/BASE Report to MET/TEAM
  • Open MET/BASE report
  • View Underlying SQL
  • Connect to SQL Anywhere
  • View the Query and Identify the Needed Fields
  • List the Fields
  • Map the Fields to MET/TEAM
    • 4201 - Asset Number
    • 4202 – Manuf.
    • 4203 – Model
    • 4204 – Description
    • 4206 – Serial Number
  • Run New Query and Verify Results
  • Test view in SQL Server® Management Studio
  • Set New Data Source Location
  • Map Fields
  • View New Query
  • Run New Report
• File Menu
  • Import
    • Import Definition
    • Extracting an Import Definition
    • Referencing Items in Other Tables
      • Specific Table Fields
      • UIDs that Should not be Assigned
    • Import Setup
    • Run Import
    • Reviewing a Completed Import
    • Rolling Back an Import
    • Import Data Tables
    • Importing Units
    • Example: Importing Files into MET/TEAM
      • Import Definition
      • Example - Import Setup:
      • Run the import:
    • Required Fields per Table
    • Dependent Tables to be Included per Table
    • UTC Date/Time Adjustment During an Import
    • Sample Import Definitions
      • Assets
      • Work Orders
      • Work Orders w/Results
      • Work Orders w/Results and Points
      • Facilities
      • Tool Assignments
  • Mobile
    • Check-Out
      • Licenses
    • Check-In
    • Check-In Rules
• Workflow Menu
  • Receiving
    • Received Assets
    • Receiving – Asset Details
    • Receiving – Asset Extended Data
    • Receiving – Receiving Details
    • Receiving – Work Order Extended Data
    • Receiving – Log Notes
  • Work Orders
    • Work Order Validations
    • Completing a Work Order
    • Work Order Asset Data
      • Non-editable Asset Fields
      • Editable Asset Fields
    • Work Order Tabs
      • Work Order – Service Tab
      • Work Order – Extended Data Tab
      • Work Order – Log Notes Tab
        • Adding / Deleting / Modifying a Log Note
      • Work Order – Labor/Files Tab
        • Adding / Deleting / Modifying a Labor Record
        • Adding a File
        • Deleting a File
        • Viewing a File
        • Changing Private Status of a File
      • Work Order – Standards / Accreditations Tab
        • Adding / Deleting / Modifying Standards and Accreditations
        • Reverse Traceability / Forward Traceability
      • Work Order – Notes Tab
      • Work Order – Parts Tab
        • Adding /Deleting / Modifying a Part
      • Work Order – Sub Contract / Estimate Tab
      • Work Order – Results Tab
        • Add or Delete Work Order Results, View Results, Edit Manual Calibration, and COMPASS Data File Import Buttons
          • Add Work Order Results
          • Delete Work Order Results
          • View Results
          • Edit Manual Calibration
          • COMPASS Data File Import
    • Work Order Unlock
    • Work Order Section Status
      • Procedure Section Grid Field Definitions
    • Work Order Batch
      • Fields and Information Copied from the Master Work Order
        • Fields
        • Information
      • Work Order Batch Process Calibrate Button
      • Work Order Batch Process Process Button
      • Work Order Batch Process Close Button
    • Work Order Get Ambient
  • Returning
    • Returning Process
  • Shipping
    • Shipping Tabs
      • Shipping Info
      • Shipping Items
  • Batch Change
    • Batch Change Assets Grid
    • Batch Change – Work Order Log Tab
    • Batch Change – Sub Contractor Tab
    • Batch Change – Quality Control Tab
    • Batch Change – Work State Tab
  • Tool Assignments
    • Menu Items
    • Tool Assignments – Standard Tab
    • Tool Assignments – Extended Data Tab
    • Tool Assignments – Files Tab
  • Combine Work Orders
  • My Work
    • Labor
      • My Work – Add Labor
      • My Work – Modify Labor
      • Printing My Work
• Maintenance Menu
  • Assets
    • Find Asset Dialog
    • Assets – Asset Tab
      • Identification Section
      • Asset and Type Sections
      • General Section
      • Management Section
      • Scheduled Services
    • Assets – Asset Characteristics Tab
      • Asset and Type
      • EX Data
    • Assets – History / Notes Tab
      • History
      • Notes
    • Asset Tree
      • Example 1
      • Example 2
    • Bulk Change
  • Types
    • Data Fields
    • Types – Procedures Tab
      • Adding a Procedure
    • Types – Notes Tab
    • Types – Extended Data Tab
    • Types – Files Tab
      • Adding a File (Attach or Upload)
      • Deleting a File
      • Viewing a File
  • Procedures
    • Copying a Procedure
    • Procedures – Default Standards Tab
    • Procedures – Parts Tab
    • Procedures – Referenced Types Tab
    • Procedures – Notes Tab
    • Procedures – Files Tab
      • Adding a File (Attach or Upload)
      • Deleting a File
      • Viewing a File
    • Procedures – Extended Data Tab
  • Facilities
    • Facilities – Facility Tab
    • Facilities – Parent Tab
    • Facilities – Children Tab
    • Facilities – Addresses Tab
    • Facilities – Contacts Tab
    • Facilities – Notes Tab
    • Facilities – Extended Data Tab
    • Facilities – Files Tab
      • Adding a File (Attach or Upload)
      • Deleting a File, Modifying the File Link, Viewing the File
    • Facilities – Job Numbers Tab
    • Facility Tree
  • Job Numbers
    • Adding Facilities to Job Numbers
  • Units
    • Default Database Units
  • Parts
    • Parts - Notes Tab
    • Parts - Extended Data Tab
    • Parts - Files Tab
      • Adding a File (Attach or Upload)
      • Deleting a File
      • Viewing a File
  • Manual Templates
    • Manual Template Toolbar
    • Manual Template – Template Tab
    • Manual Template - Template Design Tab
    • Example Manual Template
    • Manual Template Row Add/Copy/Remove and Wizards
      • Generating Sequences Using the Step Wizards
      • Determination of Low Limit and High Limit (using %Reading and/or %FS)
      • Error value at nominal value 0
    • Using Manual Templates
    • Work Order – Use Multiple Procedures System Default
    • Example – Creating a Manual Template
    • Manual Template – Calibrate Screen
      • Skipping a Test
  • Files
  • Accreditations
  • Data Cleanup
    • Configuration Button
      • Default Configuration
    • Data Cleanup Tool Tabs
      • Data Clean up - Duplicates Tab
        • Record Selection
      • Data Cleanup - Deleted Tab
        • Processing of Data – Deleted
      • Data Cleanup - Log Tab
        • Reviewing the Logs of Past Cleanups
• Management Menu
  • Business Status
    • Business Status - Open Work Orders Tab
    • Business Status - Closed Work Tab
  • Billing
    • Invoice Info
    • Add Work Orders, Part, or Labor to the Invoice
    • Billing – Line Items Tab
    • Billing – Line Item Details Tab
    • Charging Tax
    • Adjusting the Invoice
  • Problem Reports
    • Problem Report – Information Tab
    • Problem Report – Problem Tab
    • Problem Report – Response Tab
    • Problem Report – Resolution Tab
    • Adding Files
      • Adding a File (Attach or Upload)
      • Deleting a File, Modifying the File Link, Viewing the File
  • Tech Assignment
  • Quote
    • Quote Fields
    • Adding / Deleting / Modifying Quote Parts or Types
    • Adding / Deleting / Modifying Contract Pricing
  • Contract Pricing
  • Calendar
    • Adding a New Task
• Reports Menu
  • Recall
    • Receiving Assets – Recall Screen
  • Recall Escalation
    • Recall Escalation System Defaults
  • Batch Printing
  • Custom Reports
  • Alerting Schedules
    • Copying an Alert
    • Alerting Contacts
    • Alerting Contact Tokens
    • Alerting System Defaults
    • Incorporating Tool Assignment with a Recall Alert
      • Setting up the Asset
      • Setting up the Tool Assignment
      • Alerting Schedule
    • Using a Data Check to Manage the Tool Assignment Recall Alert Recipients
      • Customizing the Data Check
      • Associating the Data Check to the Scheduled Alert
    • Using a Data Check to Manage Recall Escalation Recipients with an Alert
• Setup Menu
  • Contacts
    • Facility Grid
  • Users
    • Adding Users
      • Facility Grid
      • Assigning Groups (User Rights)
  • Services
• Configure Menu
  • Send System Message
  • System Defaults
    • Adding a System Default
    • Modifying a System Default
    • System Defaults Table
  • Menu Security
  • MET/CAL Security
  • Data Checks
    • Add Data Check
    • Edit Data Check – Standard Type
    • Data Check Keywords
    • Data Check SQL
  • Extended Data
  • Groups
    • Group Members Grid
    • Adding Users to a Group
    • Deleting Users from a Group
    • Viewing User Information
• Customizing the User Interface
  • Customizing Labels and Fields
  • Securing Buttons
  • Checkboxes that Cannot be Customized
• Data Information
  • MET/TEAM Field Descriptions
  • MET/TRACK to MET/TEAM Field Map
  • Data Diagram
• Sub Contracting Best Practices
• Customer Portal
  • Customer Portal and Windows Authentication
  • Replacing the Fluke Calibration logo on the Customer Portal Login screen
  • Using Group Security in Customer Portal
  • Steps for Customizing Customer Portal
  • Customer Portal Menu
    • Customer Portal Assets
      • Asset Tab
        • Identification Section
        • General Section
        • Next Services Section
        • Asset Section
        • Management
      • Asset Characteristics Tab
      • History / Notes Tab
        • History Section
        • Notes
    • Customer Portal In Work
      • Asset Data
      • Service Tab
      • Extended Data Tab
      • Log Notes Tab
      • Labor/Files Tab
      • Standards / Accreditations Tab
      • Notes Tab
      • Parts Tab
    • Customer Portal Recall
    • Customer Portal Delinquent
    • Customer Portal Reports
      • Customer Portal Reports Directory
• COMPASS Data File Import
  • Viewing COMPASS Results
  • COMPASS Data File to MET/TEAM Mappings