Quality control is essential, and Matrak's platform simplifies it. You can customise ITP checklists to suit your companies needs and with all your material tracking data in one place, performing quality checks is a breeze.
Follow below for a step-by-step guide on how to configure a checklist on your project.
How to create an ITP checklist:
Step one:
To get started you need to navigate to the Edit Record Types page, this is where you can create and configure new Record Types or edit existing ones.
Note: Only users with project admin access will have the ability to view the edit records page and configure record types for that project. Additionally, the ability to configure specific record types will depend on the permissions established for each record type.
Step two:
To create a new record type select the add '+' icon next to the correct category, such as a new material, location, task or container. For our ITP we're going to create a new checklist under the 'task' category, so we can link it to relevant materials or locations.
Step three:
Enter in the name of your your new ITP checklist, for example 'ITP checklist' or 'QA check'.
Step four:
If you have an existing checklist with similar fields you can select it from the 'Copy descriptions and list values from' dropdown. Otherwise you can leave this blank.
Step five:
You have two options: 'Private' for your company's exclusive use, and 'Visible' which permits other project companies to configure the record type and edit its fields. This is useful for collaborative projects when other companies need to add their own custom fields.
Step six:
Once ready, click create new record type.
Adding new fields and lists to your checklist:
Step seven:
You will now see a default Record Type with a field for ID, and status. These are required fields and can't be removed.
Step eight:
We can now add lists, dates, text fields, to gather relevant information needed.
Step nine:
To make it simple for users to tick off checklists, select the 'Button' list field, which looks like this on the record card, which makes it simple for users to scroll and quickly check off their tasks.
Tip: Want further assistance? Use this product tour for a step-by-step tutorial on how to configure an ITP checklist
You have now setup an ITP Checklist to your project! You can create as many of these as you like, and start completing them for the relevant locations or materials.
To complete an ITP Checklist, you can select the relevant location or material and a new ITP Checklist as a related task.
Note: Checklists are created as tasks linked to a specific location or material.
You can review which locations have been configured on the Edit Record Types page. If you don't have any configured, create one now by following the same steps as before. (Common locations include Apartments, Rooms, Zones or Floors.)