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.
There are two ways to create and link records in Matrak from your desktop:
From the Link Records page (See below)
Step-by-tep instructions on how to create and link records from the Link Records page
Step-by-tep instructions on how to create and link records from the Link Records page
The Link Records page enables users to create and manage multiple relationships between records efficiently.
Follow these steps to learn how configure and utilise linked records:
Access the Link Records Page
Navigate to the Link Records page on the left hand side bar from your project dashboard.
Configure the Table
Select your first record type from the drop-down list to specify which types of records you’d like to associate.
The columns will link the records from left to right.
As you continue to re-select records from the drop-down list, new columns will be compiled into your reports.
These new columns will be linked to the ones next to them in the order they appear, from left to right.
Enter Record IDs
You can also manually type the record IDs into the table.
Alternatively, copy and paste the table directly from a previous Excel spreadsheet for faster input.
Create New Records
If you need to create new records, simply enter a new ID in the table.
Ensure that the new ID does not correspond to any existing records in your project to avoid duplicates.
By following these steps, you can easily manage and create linked records, ensuring a streamlined process for maintaining detailed relationships between various records in your project.
For specific use cases, see these related step-by-step instruction articles:
For specific use cases, see these related step-by-step instruction articles:
Create digital packing lists that hold all material information needed for your project from your Link Records page.
Set up links to track to your materials journey, their current location and any and all updates made to them - great for warehouse or on-site materials management!
Keep an eye on specific activities that need to be completed, such as installation or quality checks. Ensure every individual task is assigned, scheduled, and completed on time.
How to setup your project for progress tracking: Establish links to efficiently monitor and track project progress
Track overall project advancement, milestones and performance metrics to keep your project advancing as planned.
After you've set up all your linked relationships, you can check out your Custom Reports page to view, manage and edit them!