Table of Contents
System Requirements. 8
Hardware Requirements. 9
MET/TEAM Mobile
Requirements. 10
Configuring Active
Directory. 10
Configuring the MET/TEAM
Server Machine. 10
Configuring the Main SQL
Server® Machine. 10
Configuring MET/TEAM
Mobile Machines. 10
MET/TEAM and Windows
Authentication.. 11
MET/TEAM Security. 14
MET/TEAM Architecture. 14
Localization.. 15
Installing MET/TEAM.. 17
Backing Up a SQL Server®
Database. 17
Update Due to Change in
Database Schema to GUIDs. 17
Data Checks. 17
Restoring a MET/TEAM
Database. 18
Outline. 18
Process. 18
Log-In.. 19
Change Password from
Log-In. 22
Licensing. 23
About. 23
Logged in Users. 24
Register 25
Enter Registration Code. 28
License Expiration. 29
Open Source Location.. 30
Training Videos. 30
MET/TEAM Software
Overview.. 30
Main Menu. 30
File Menu. 30
Workflow Menu. 31
Maintenance Menu. 32
Management Menu. 33
Reports Menu. 33
Setup Menu. 34
Help Menu. 34
Configure Menu. 35
Reports. 35
MET/TEAM Reports
Directory. 36
Customer Portal Reports
Directory. 36
MET/TEAM Facility
Addresses and Reports. 37
Report Parameter
Combinations. 37
Dialog Menu Action
Buttons. 38
Control Buttons. 40
Window Control Buttons. 41
Shortcut Keys. 41
Field Auto Lookups. 42
Find Dialogs. 44
Find Dialog Toolbar 46
Search Conditions. 48
Quick Notes. 50
Categories and Sub
Categories. 52
Read-Only Fields. 53
Repurposing Fields. 53
Date/Time Fields. 54
Dates on the User
Interface. 54
Dates Using the Import 54
Dates on Reports. 54
Updating Crystal Reports
to UTC. 54
How to Get Started Using
MET/TEAM.. 56
Minimum Information
Required to Receive and Process Equipment. 58
Adding Users (individual
log in) 58
Adding Facilities
(customer, manufacturer, lab) 60
Adding Types
(grouping/catalog of serialized items) 60
Adding Procedures. 60
Adding Assets (individual
serialized items) 61
Additional Information –
Manual Templates and External Files. 62
Adding Manual Templates. 62
Adding an External File
(Spreadsheet) to MET/TEAM... 62
Setting Up a Type to Use
the Newly Added Template. 63
Funding. 63
Job Number – Standard
Hours. 66
Job Number – Level of
Effort. 70
Adding Labor. 71
Auditing and Change
Tracking. 72
Auditing. 73
Change Tracking. 73
History Log. 73
Report Writing with
Crystal Reports 2011. 75
Helpful Links. 75
Prerequisites. 76
Crystal Report Icons. 76
Button Icon. 76
Use. 76
Creating a Simple Report. 77
Connecting to the
database. 77
Adding tables to the
report 79
Inserting Data Fields. 82
Advanced Report Writing. 92
Using Formulas. 92
Adding a Report to
MET/TEAM... 100
Adding a Report to
Customer Portal. 102
Advanced Formulas. 103
The Formula Editor 103
Some MET/CAL Example
Formulas. 107
Using database views. 108
Converting a MET/BASE
Report to MET/TEAM.. 109
Open MET/BASE report. 109
View Underlying SQL. 109
Connect to SQL Anywhere. 109
View the Query and
Identify the Needed Fields. 110
List the Fields. 110
Map the Fields to
MET/TEAM... 110
4201 - Asset Number 111
4202 – Manuf. 111
4203 – Model 112
4204 – Description. 112
4206 – Serial Number 113
Run New Query and Verify
Results. 113
Test view in SQL Server®
Management Studio. 114
Set New Data Source
Location. 115
Map Fields. 117
View New Query. 119
Run New Report. 119
File Menu.. 120
Import. 120
Import Definition. 120
Extracting an Import
Definition. 122
Referencing Items in
Other Tables. 123
Import Setup. 132
Run Import 134
Reviewing a Completed
Import 136
Rolling Back an Import 136
Import Data Tables. 137
Importing Units. 138
Example: Importing Files
into MET/TEAM... 138
Required Fields per Table. 143
Dependent Tables to be
Included per Table. 144
UTC Date/Time Adjustment
During an Import 146
Manual Template Row Types. 146
Sample Import Definitions. 146
Mobile. 154
Check-Out 154
Check-In. 156
Check-In Rules. 158
Workflow Menu.. 158
Receiving. 158
Work Orders. 163
Work Order Asset Data. 164
Work Order Tabs. 166
Work Order Unlock. 190
Work Order Section Status. 190
Work Order Export Results. 192
Work Order Batch. 193
Work Order Get Ambient 198
Returning. 199
Shipping. 200
Shipping Tabs. 201
Batch Change. 204
Tool Assignments. 209
Combine Work Orders. 213
My Work. 215
Maintenance Menu.. 217
Assets. 217
Types. 227
Procedures. 234
Facilities. 241
Job Numbers. 251
Units. 253
Parts. 256
Manual Templates. 260
Example – Creating a
Manual Template. 273
Manual Template –
Calibrate Screen. 275
Files. 277
Accreditations. 279
Data Cleanup. 279
Data Cleanup Tool Tabs. 285
Management Menu.. 290
Business Status. 290
Billing. 294
Problem Reports. 298
Tech Assignment. 303
Quote. 304
Contract Pricing. 308
Calendar. 309
Reports Menu.. 311
Recall. 311
Recall Escalation. 314
Batch Printing. 316
Custom Reports. 317
Alerting Schedules. 321
Copying an Alert 324
Alerting Contacts. 324
Alerting Contact Tokens. 324
Alerting System Defaults. 325
Incorporating Tool
Assignment with a Recall Alert 325
Using a Data Check to
Manage the Tool Assignment Recall Alert Recipients. 328
Using a Data Check to
Manage Recall Escalation Recipients with an Alert 330
Setup Menu.. 333
Contacts. 333
Users. 335
Services. 343
Configure Menu.. 344
Send System Message. 344
System Defaults. 344
Menu Security. 362
MET/CAL Security. 362
Data Checks. 364
Extended Data. 370
Groups. 372
Customizing the User
Interface. 374
Data Information.. 380
MET/TEAM Field
Descriptions. 380
MET/TRACK to MET/TEAM
Field Map. 380
Data Diagram.. 380
Sub Contracting Best
Practices. 380
Customer Portal. 383
Customer Portal Menu. 384
Customer Portal Assets. 385
Customer Portal In Work. 389
Customer Portal Recall 396
Customer Portal
Delinquent 396
Customer Portal Reports. 397
COMPASS Data File Import. 398