MET/TEAM Software

Operation and Reference Guide

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Copyright 2016

(Version 20160331)

 

 

 

 

 

 

 

 

 

 

Table of Contents

System Requirements. 1

Hardware Requirements. 1

MET/TEAM Mobile Requirements. 1

Configuring Active Directory. 1

Configuring the MET/TEAM Server Machine. 1

Configuring the Main SQL Server® Machine. 1

Configuring MET/TEAM Mobile Machines. 1

MET/TEAM and Windows Authentication.. 1

MET/TEAM Security. 1

MET/TEAM Architecture. 1

Localization.. 1

Installing MET/TEAM.. 1

Backing Up a SQL Server® Database. 1

Restoring a MET/TEAM Database. 1

Outline. 1

Process. 1

Log-In.. 1

Change Password from Log-In. 1

Licensing. 1

About. 1

Logged in Users. 1

Register 1

Enter Registration Code. 1

License Expiration. 1

Open Source Location.. 1

Training Videos. 1

MET/TEAM Software Overview.. 1

Main Menu. 1

File Menu. 1

Workflow Menu. 1

Maintenance Menu. 1

Management Menu. 1

Reports Menu. 1

Setup Menu. 1

Help Menu. 1

Configure Menu. 1

Reports. 1

MET/TEAM Reports Directory. 1

Customer Portal Reports Directory. 1

MET/TEAM Facility Addresses and Reports. 1

Report Parameter Combinations. 1

Dialog Menu Action Buttons. 1

Control Buttons. 1

Window Control Buttons. 1

Shortcut Keys. 1

Field Auto Lookups. 1

Find Dialogs. 1

Find Dialog Toolbar 1

Search Conditions. 1

Quick Notes. 1

Categories and Sub Categories. 1

Read-Only Fields. 1

Repurposing Fields. 1

Date/Time Fields. 1

Dates on the User Interface. 1

Dates Using the Import 1

Dates on Reports. 1

Updating Crystal Reports to UTC. 1

How to Get Started Using MET/TEAM.. 1

Minimum Information Required to Receive and Process Equipment. 1

Adding Users (individual log in) 1

Adding Facilities (customer, manufacturer, lab) 1

Adding Types (grouping/catalog of serialized items) 1

Adding Procedures. 1

Adding Assets (individual serialized items) 1

Additional Information – Manual Templates and External Files. 1

Adding Manual Templates. 1

Adding an External File (Spreadsheet) to MET/TEAM... 1

Setting Up a Type to Use the Newly Added Template. 1

Funding. 1

Job Number – Standard Hours. 1

Job Number – Level of Effort. 1

Adding Labor. 1

Auditing and Change Tracking. 1

Auditing. 1

Change Tracking. 1

History Log. 1

Report Writing with Crystal Reports 2011. 1

Helpful Links. 1

Prerequisites. 1

Crystal Report Icons. 1

Button Icon. 1

Use. 1

Creating a Simple Report. 1

Connecting to the database. 1

Adding tables to the report 1

Inserting Data Fields. 1

Advanced Report Writing. 1

Using Formulas. 1

Adding a Report to MET/TEAM... 1

Adding a Report to Customer Portal. 1

Advanced Formulas. 1

The Formula Editor 1

Some MET/CAL Example Formulas. 1

Using database views. 1

Converting a MET/BASE Report to MET/TEAM.. 1

Open MET/BASE report. 1

View Underlying SQL. 1

Connect to SQL Anywhere. 1

View the Query and Identify the Needed Fields. 1

List the Fields. 1

Map the Fields to MET/TEAM... 1

4201 - Asset Number 1

4202 – Manuf. 1

4203 – Model 1

4204 – Description. 1

4206 – Serial Number 1

Run New Query and Verify Results. 1

Test view in SQL Server® Management Studio. 1

Set New Data Source Location. 1

Map Fields. 1

View New Query. 1

Run New Report. 1

File Menu.. 1

Import. 1

Import Definition. 1

Extracting an Import Definition. 1

Referencing Items in Other Tables. 1

Import Setup. 1

Run Import 1

Reviewing a Completed Import 1

Rolling Back an Import 1

Import Data Tables. 1

Importing Units. 1

Example: Importing Files into MET/TEAM... 1

Required Fields per Table. 1

Dependent Tables to be Included per Table. 1

UTC Date/Time Adjustment During an Import 1

Sample Import Definitions. 1

Mobile. 1

Check-Out 1

Check-In. 1

Check-In Rules. 1

Workflow Menu.. 1

Receiving. 1

Work Orders. 1

Work Order Asset Data. 1

Work Order Tabs. 1

Work Order Unlock. 1

Work Order Section Status. 1

Work Order Batch. 1

Work Order Get Ambient 1

Returning. 1

Shipping. 1

Shipping Tabs. 1

Batch Change. 1

Tool Assignments. 1

Combine Work Orders. 1

My Work. 1

Maintenance Menu.. 1

Assets. 1

Types. 1

Procedures. 1

Facilities. 1

Job Numbers. 1

Units. 1

Parts. 1

Manual Templates. 1

Example – Creating a Manual Template. 1

Manual Template – Calibrate Screen. 1

Files. 1

Accreditations. 1

Data Cleanup. 1

Data Cleanup Tool Tabs. 1

Management Menu.. 1

Business Status. 1

Billing. 1

Problem Reports. 1

Tech Assignment. 1

Quote. 1

Contract Pricing. 1

Calendar. 1

Reports Menu.. 1

Recall. 1

Recall Escalation. 1

Batch Printing. 1

Custom Reports. 1

Alerting Schedules. 1

Copying an Alert 1

Alerting Contacts. 1

Alerting Contact Tokens. 1

Alerting System Defaults. 1

Incorporating Tool Assignment with a Recall Alert 1

Using a Data Check to Manage the Tool Assignment Recall Alert Recipients. 1

Using a Data Check to Manage Recall Escalation Recipients with an Alert 1

Setup Menu.. 1

Contacts. 1

Users. 1

Services. 1

Configure Menu.. 1

Send System Message. 1

System Defaults. 1

Menu Security. 1

MET/CAL Security. 1

Data Checks. 1

Extended Data. 1

Groups. 1

Customizing the User Interface. 1

Data Information.. 1

MET/TEAM Field Descriptions. 1

MET/TRACK to MET/TEAM Field Map. 1

Data Diagram.. 1

Sub Contracting Best Practices. 1

Customer Portal. 1

Customer Portal Menu. 1

Customer Portal Assets. 1

Customer Portal In Work. 1

Customer Portal Recall 1

Customer Portal Delinquent 1

Customer Portal Reports. 1

COMPASS Data File Import. 1