Matrak offers a powerful feature that enables you to establish relationships between different types of records. With this function, you can easily link materials to relevant records such as deliveries, stillages or shipping containers.
Additionally, you can link tasks such as IT checklists or quality checks to the corresponding materials or you can link materials to specific locations such as rooms, levels or floors.
The Link Records page enables users to create many relationships between records at once. Configure the table view to specify which types of records you'd like to associate, and then enter the record IDs into the table.
You can manually type this information, or copy/paste this table directly from Excel.
You can also create new records on this page, by entering a new ID that doesn't respond to any existing records on your project.
For specific use cases, see these related step-by-step instruction articles:
How to track the location of materials (ex: Such as for warehouse management, or on-site materials management)
How to track progress (Ex: Such as ITPs / QA Inspections)
How to track tasks (Ex: Such as progress tracking for trades without material tracking)
How to setup your project for progress tracking (Ex: Buildings -> Levels -> Zones -> Apartments -> Rooms)
Awesome, we've learned how to create links between sub-components, shipping containers and track progress of ITP's and QA checks. Now you've set up all these links in matrak, here's how to view and edit them on the custom reports page.
How to use the Relations function
With these relationships set up you can use the relations drop-down to add columns to your report for relevant linked materials, this gives you the ability to generate comprehensive and detailed reports that provide insights into your materials status and movement, facilitating better decision-making and optimizing project workflows.
How to use the lookup function
The lookup function in custom reports is a powerful tool that allows you to gather additional types of information across linked records. For instance, you can use this function to view the status of linked containers or stillages.
To illustrate, let's take the example of a custom report that includes a column for linked stillages. We can add an additional column using the lookup function to display the status of the linked stillages. When there is only one linked stillage, the status column will show the status of that specific stillage. However, if there are multiple linked stillages, the lookup function will display a status bar where you can hover and view the status of each stillage.
This function enables you to track the status of multiple linked materials at once and monitor their progress in real-time.
View and edit your linked records:
To display the link relationships on the custom reports page in Matrak, you can activate related fields such as shipping containers or stillages as we explained above, using the relations function.
When a related field is turned on, the cells will initially be empty unless there is a corresponding link between the material and the linked container. If a link exists, a chip will appear in the cell with the shipping container name and a circle status indicator denoting the status of that record, such as in transit or not started.
To manage the link relationships, you can double-click on the cell, which will bring up a list of all linked shipping containers. From there, you can add or remove links using checkboxes, providing you with a customizable and detailed view of your project's material tracking.