All Collections
Getting started
Material Record Cards
Navigating your material record cards
Navigating your material record cards

Managing your material record cards

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

Matrak creates a digital record card for each individual material involved in a project so that key information (metadata) can be stored and tracked against each item and reported on.

Every record card has customisable fields to log and track information that matters to you most. They also have a full time stamped activity log that records every interaction and updates involved with material movement, and made by who, to protect your company from additional costs for “missing” or damaged materials that weren't your liability.

In this article you'll learn how to:

Tip: If you want to quickly select all records on this page click the checkbox in the row header. If you want to select a portion of your rows click the first record you would like to select, hold down shift and select the last row, and it will select all rows in between.

Accessing your material activity log

Your material activity log is a digital record that holds every interaction ever made to your materials. This can be used to help dispute resolutions and provides important data on the lifecycle of your materials.

The activity log will show who made the change, what the change was and at what time. This is a great way to get a snapshot of the journey of a material and the changes made to it over time.

To access the activity log:

  • Double click on any material to open the material pop-up

  • Select the “Activity Log” tab at the top of the screen

  • Here you will be able to see a list of all the changes that have been made to the material

How to view materials on your drawings from your record cards

During the project setup process, materials will be linked to floor plans or elevations. Materials that have been linked to a drawing can be viewed directly from its record card.

Viewing Material Locations on Drawings: Step-by-Step Guide

  1. Open the material record card you wish to view.

  2. Scroll down to the bottom of the pop-up window to locate the "Drawings" section.

  3. In the "Drawings" section, you will find a list of drawings where the material is linked.

  4. Click on the drawing link associated with the material.

  5. You will be instantly taken to the drawings, allowing you to see the precise location of the material.

By following these steps, you can easily navigate from material record cards to the corresponding drawings, enabling you to visualize the exact position of materials within your project.

How to attach photos to your material record cards

Users can upload up to 10 photos at a time to a material's record card. Adding photos protects your work, provides quality insurance and helps communicate or raise issues and alerts to ensure no risk goes unreported.

Step-by-step instructions to adding multiple photos:

  • From your material record card, select the Upload Photo/File button on the bottom left hand corner of the card

  • Select the photo/s that you wish to attach to this material's record card

  • Select the save button on the bottom right hand corner of the card to save and attach the photos

Navigating the View Related tab in material record cards

Materials can be linked to Containers, Stillages and Deliveries providing more details on how your materials are packed and sent. To find linked packing information, scroll to the e "View Related" tab at the top of the material record card.

The "View Related" tab allows users view or link records together. Linking records enables users to connect any material to another material, location, task or subcomponents. Giving teams confidence that every piece of material or task required for the job is accounted for.

Example: Link records to show which containers belong to which apartment, or if any materials have associated tasks that need to be checked.

Linking Records:

By using the “View Related” tab located at the top of your record card, you can see all information on linked records here. Users can also use this tab to link new records together – connecting any record to another record

Create packing lists:

Linking records enables users to create packing lists in Matrak by directly linking: Materials to containers

  1. Materials to stillages and deliveries

  2. Materials to tasks

  3. Containers with containers (Example: Stillages inside a shipping container)

  4. Materials with containers (Example: Windows packed on a stillage)

You can also use the “View Related” tab to link records to associate:

  1. Materials with subcomponents (Example: Sub-framing shipped separately to windows

  2. Materials with locations (Example: Such as for warehouse management, or on-site materials management

  3. Materials with tasks (Example: Such as ITPs / QA Inspections

  4. Locations with tasks (Example: Such as progress tracking for trades without material tracking)

  5. Locations with sub-locations (Example: Buildings -> Levels -> Zones -> Apartments -> Rooms)

  6. Tasks with sub-tasks (Example: Multiple tasks that a single trade needs to complete for each apartment)

Did this answer your question?