Part 5: Material (EN)

5.1 Material management

In the main menu, navigate to MATERIAL→ MATERIAL MANAGEMENT.

All materials are displayed here in a list and you can navigate from here to the detailed view of the individual materials by clicking on the small arrow on the right-hand side of the line.

5.1.1 Creating a material

You can create a new material by clicking on the ADD NEW MATERIAL button at the top right of the list of materials.

The following fields are available when creating a material:

Field	Description	Mandatory field
Material number	Identification number of the material	Yes
Unit	Unif of a material	Yes
Material type	Defines the use of the material. Can be inventory managed or non inventory managed.	Yes
Material status	Availability of the material	Yes
Material title	Name of the material	Yes
Material description	Description of the material	No

Press SAVE after you have added all the relevant information. You can edit the material again at a later date at any time.

5.1.2 Detailed view of material

Once you have created a new material, you are automatically taken to the detailed view of the material. You can also navigate to the detailed view of an existing material via the list of materials by simply clicking on it.

You can navigate back to the MATERIAL OVERVIEW by clicking the BACK button.

To edit a material, click on the EDIT button - you will then be redirected to the same view that you are already familiar with from creating a new material.

Materials cannot be deleted. However, you have the option of setting the material status to INACTIVE if a material is no longer available.

5.1.3 Material types

There are three material types in Workheld that can be used in different ways:

Material type	Availability Check	Ordering material	Reservation status	Material consumption entries

Material type	Availability Check	Ordering material	Reservation status	Material consumption entries
Inventory Managed	Yes	Order from work order and inventory via avaliabilty check	Reservable	Yes
Non Inventory Managed	No	Order from work order	Not reservable	Yes

Inventory managed materials are materials that are counted and belong to the Storage Locations. Those storage locations are maintained the Admin Client by a person who has the permissions for it. Material consumption entries can be created for these type of materilas, but before those materials will be added to material consumption entry, there is going to be the availabaility check which shows if there are enough materials in the storage locations. In this way the technician can see not only the amount of the availabale materils, but as well where those materials can be found.

Non inventory managed materials are materials that are not being counted in the system. They cannot be reserved. While creating the materilal consumption entry, no availability check is required. This material can be used at any time during a work step. However, the consumption can also be modified or even deleted afterwards.

5.2 Inventory Overview

In the main menu, navigate to MATERIAL→ INVENTORY OVERVIEW.

All the materials that are inventory managed can be found in the inventory overview. The materials are displayed in a list form and can be filtered by different storage locations.

Please ask your supervisor about the app permissions.

The storage locations should be added in the Admin Client by a person who has permissions to modify data there.

In the current Workheld Flow version, the materials are transferred to storage locations with the help of the interface.