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Open Materials

Review, source, order, and track required product before scheduled work.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Open Materials is for and choose the correct next action.

Safety and data checks

  • • Never mark material ordered, received, or ready without real evidence; incorrect readiness can send a technician to a customer without the required product.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Open Materials

    Use the Hub navigation to open Open Materials. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Open Materials is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Materials gives the remote office one queue for required job product, supplier orders, delivery, pickup, and final vehicle readiness. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Start with Attention, then confirm the customer, job date, owner, required quantities, source, ETA, pickup location, and current readiness reason. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Open the job, review its material list, and record the smallest truthful next step: local availability, supplier order, customer supply, or not needed. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Never mark material ordered, received, or ready without real evidence; incorrect readiness can send a technician to a customer without the required product. This orientation ends before any irreversible or customer-facing submission.

    Never mark material ordered, received, or ready without real evidence; incorrect readiness can send a technician to a customer without the required product.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.