Maintaining Action Relationships for a Material Category

An action is a test, inspection, certification, or other action performed to or for a construction material or item. Your agency can create as many action types as needed for the way you work. In order to track material acceptance, you must first set up the system with materials and actions, and create action relationships between them.

The Action Relationships tab on the Material Category Summary component contains a list of all the action relationships for the material category. Action relationships for a material category also apply to materials that are part of that category.

Each row displays an Actions button and current values for the Action Type, Action Relationship Status Type, and Action Documentation Type fields.

To maintain an action relationship, expand the row to display all the available information. Different fields are displayed depending on the value selected for the Action Documentation Type. When a documentation type is not selected, each row includes the following fields:

Click in a field and add, change, or delete information as required.

To add a new action relationship for this material category, click the New button. The system adds a new blank row to the list. Enter information as needed. When you select a value in the Action Documentation Type field, the system hides fields that are not relevant for the selected documentation type.

To delete an action relationship, select Delete from the Actions menu on the action relationship row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved.

To view or maintain the specifications associated with an action relationship, select Open Reference Specifications in the Actions menu on the action relationship row. The system takes you to the Reference Specifications Overview. See Managing Reference Specifications for more information.

To add a new reference specification to an action relationship, select Create New Reference Specification in the Actions menu on the action relationship row. The system takes you to the Add Reference Specification Summary. See Adding a Reference Specification for more information.