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How to update a status from the drawings
How to update a status from the drawings

Updating a record status directly off your interactive drawings

Hana Block avatar
Written by Hana Block
Updated over a week ago

In Matrak you can use the interactive colour coded drawings to update the status of your materials or tasks and communicate work complete.

Below are step-by-step instructions for how to update a status from your interactive drawings page from Matrak's web and mobile application.

Web Application: Updating a record status from interactive drawings

  1. Access the Matrak web application and log in.

  2. Ensure that you are logged into the correct project.

  3. Navigate to the 'Plans/Drawings' page.

  4. Choose the record(s) you want to update.

  5. Click on the 'Change Status' button.

  6. Select the desired updated status for the record.

  7. If you need to update multiple records at once, utilize the 'select all' button located in the top right corner of the screen. This will highlight all records on the drawings, allowing for mass updates to be made efficiently.

Mobile Application: Updating a record status from interactive drawings

  1. You can select a record either directly from the drawing or from the button list below the drawing. The color of the records on the drawings reflects their current status, which is defined during project setup.

  2. Click on the 'Change Status' button to access the list of available status associated with this record type will dispaly.

  3. Choose the appropriate status you wish to update the record to. Changing the status will update the colour of the button associated with the record on the record list and the colour of the record on the drawings.

  4. For making mass updates, you have the option to select and change the status of all record types present on the drawing. Simply choose 'select all' and update the status accordingly. To deselect all records, select 'deselect all'.

  5. If a record has associated tasks linked to it, you can select the '▾' arrow next to the record. This will reveal a dropdown list displaying all tasks associated with that specific area, allowing you to update them as needed.

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