Table of Contents
System Requirements. 7
Hardware Requirements. 8
MET/TEAM Mobile
Requirements. 9
Configuring Active
Directory. 9
Configuring the MET/TEAM
Server Machine. 9
Configuring the Main SQL
Server® Machine. 9
Configuring MET/TEAM
Mobile Machines. 9
MET/TEAM and Windows
Authentication.. 10
MET/TEAM Security. 13
MET/TEAM Architecture. 13
Localization.. 14
Installing MET/TEAM.. 16
Backing Up a SQL Server®
Database. 16
Update Due to Change in
Database Schema to GUIDs. 16
Data Checks. 16
Restoring a MET/TEAM
Database. 17
Outline. 17
Process. 17
Log-In.. 18
Change Password from
Log-In. 21
Licensing. 22
About. 22
Logged in Users. 23
Register 24
Enter Registration Code. 27
License Expiration. 28
Open Source Location.. 29
MET/TEAM Software
Overview.. 29
Main Menu. 29
File Menu. 29
Workflow Menu. 30
Maintenance Menu. 30
Management Menu. 31
Reports Menu. 32
Setup Menu. 33
Help Menu. 33
Configure Menu. 33
Reports. 34
MET/TEAM Reports
Directory. 35
Customer Portal Reports
Directory. 35
MET/TEAM Facility
Addresses and Reports. 35
Report Parameter
Combinations. 36
Dialog Menu Action
Buttons. 37
Control Buttons. 39
Window Control Buttons. 39
Shortcut Keys. 40
Field Auto Lookups. 40
Find Dialogs. 43
Find Dialog Toolbar 45
Search Conditions. 47
Quick Notes. 49
Categories and Sub
Categories. 51
Read-Only Fields. 52
Repurposing Fields. 52
Date/Time Fields. 53
Dates on the User
Interface. 53
Using Dates on Find
Screens. 53
Dates Using the Import 53
Dates on Reports. 53
Updating Crystal Reports
to UTC. 53
How to Get Started Using
MET/TEAM.. 55
Minimum Information
Required to Receive and Process Equipment. 57
Adding Users (individual
log in) 57
Adding Facilities
(customer, manufacturer, lab) 59
Adding Types
(grouping/catalog of serialized items) 59
Adding Procedures. 59
Adding Assets (individual
serialized items) 60
Additional Information –
Manual Templates and External Files. 61
Adding Manual Templates. 61
Adding an External File
(Spreadsheet) to MET/TEAM... 61
Setting Up a Type to Use
the Newly Added Template. 62
Funding. 62
Job Number – Standard
Hours. 65
Job Number – Level of
Effort. 69
Adding Labor. 70
Auditing and Change
Tracking. 71
Auditing. 72
Change Tracking. 72
History Log. 72
Report Writing with
Crystal Reports 2011. 74
Helpful Links. 74
Prerequisites. 75
Crystal Report Icons. 75
Button Icon. 75
Use. 75
Creating a Simple Report. 76
Connecting to the
database. 76
Adding tables to the
report 78
Inserting Data Fields. 81
Advanced Report Writing. 91
Using Formulas. 91
Adding a Report to
MET/TEAM... 99
Adding a Report to
Customer Portal. 101
Advanced Formulas. 102
The Formula Editor 102
Some MET/CAL Example
Formulas. 106
Using database views. 107
Converting a MET/BASE
Report to MET/TEAM.. 108
Open MET/BASE report. 108
View Underlying SQL. 108
Connect to SQL Anywhere. 108
View the Query and
Identify the Needed Fields. 109
List the Fields. 109
Map the Fields to
MET/TEAM... 109
4201 - Asset Number 110
4202 – Manuf. 110
4203 – Model 111
4204 – Description. 111
4206 – Serial Number 112
Run New Query and Verify
Results. 112
Test view in SQL Server®
Management Studio. 113
Set New Data Source
Location. 114
Map Fields. 116
View New Query. 118
Run New Report. 118
File Menu.. 119
Import. 119
Import Definition. 119
Extracting an Import
Definition. 121
Referencing Items in
Other Tables. 122
Import Setup. 131
Run Import 133
Reviewing a Completed
Import 135
Rolling Back an Import 135
Import Data Tables. 136
Importing Units. 137
Example: Importing Files
into MET/TEAM... 137
Required Fields per Table. 142
Dependent Tables to be
Included per Table. 143
UTC Date/Time Adjustment During
an Import 145
Manual Template Row Types. 145
Sample Import Definitions. 145
Mobile. 153
Check-Out 153
Check-In. 155
Check-In Rules. 157
Workflow Menu.. 157
Receiving. 157
Work Orders. 162
Work Order Asset Data. 163
Work Order Tabs. 165
Work Order Unlock. 189
Work Order Cert 190
Work Order Section Status. 191
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