Matrak

Hana Block

Becki Sinclair

Manage Records

Learn how to navigate the Edit Record Types page, including adding new Record Types, editing fields and more (Admins access only)

Navigating the Edit Record Types page

Add new Record Types such as materials, containers, locations and tasks on the Edit Record Types page

How to create a new Record Type on the Edit Record Types page

Learn how to navigate the Edit History sidebar, edit lists and edit multiple Record Types in your workspace

How to edit fields on the Edit Record types page

Step-by-step instructions on how to set up inspection test plan record type on the edit record types page

How to create an ITP checklist

How to set up Text Area Fields with multi-line support

Edit Record Types page

Easily link materials to relevant records such as deliveries, stillages or shipping containers.

Navigating the Link Records page

How to setup your project for progress tracking

Ensure all necessary materials and equipment are available and accounted for by before and during the construction process.

How to create a packing list from your Link Records page

How to track subcomponents

How to track the location of materials from the Link Records page

How to track progress from your Link Records page

How to track tasks from your Link Records page

Link Records Page

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Track the progress of all tickets related to your company.

Tickets portal.

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