The Materials section is used to add and manage the materials posted on your line(s). This can include items such as Waypoints, Delta S signs, and other documents that provide instructions or confirmation points.
Header
Name of the sheet/material.
Category and Sub-categories
Choose the category (example: “Displayed Material”) and the sub-category for where it is located (usually the zone).
Naming structure (important)
Categories and sub-categories appear in dropdowns, so use consistent naming to make it easier to link materials to the correct zones and related items.
Description
A quick description of what is being confirmed.
Notes
Optional notes (if needed).
Responsible
Who is responsible for confirming the material (example: monthly check).
Responsible to change
Who updates the material if it becomes outdated or a process change is implemented.
Confirmation / Expiration Date(s)
Set the confirmation schedule (for example: once per month) and/or an expiration date.
Image
Upload an image of the material (example: a Quality Keypoint sign).
Existing Records
View and track material entries by date.
Edit (dropdown)
Update the original post.
Edit → Copy
Reuse the same information by creating a copy, then update the name and details as needed.
Edit → Add Note (Close)
Mark an entry as closed and add a note. This should be completed before the expiration date.
