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Tips on How to Check the Quantities of Actual Items
Tips on How to Check the Quantities of Actual Items

If you forgot whether you've added a certain item, here's how you can check

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

On longer jobs, it can be tricky to remember if you've already added those last 5 tubes of glue you used or not. This usually isn't an issue on shorter jobs, but when jobs get to be multiple weeks long, it can be tough to remember what has already been added and what hasn't.

There are a couple of quick ways to find out and learn what you've entered already and what you haven't. Here's a tutorial video:

Step by Step:

Step 1:

From the Time screen, click on the job for which you want to check an item.

Step 2:

Click on the Job name to open up the Digital Job Folder.

Step 3:

Go to the workarea that includes the item you're checking on. Click the arrow till you get to the workarea you want.

Or, go to the Info tab and scroll down till you get to the View Item Summary button, and click on that.

Step 4:

Scroll down till you get to the items list, then click on the Actual tab.

Step 5:

Click on the item for which you want to check its status. Here you can see each time that it was added to the job, the date, and who added it.

That's one way to get the information. There's another, less specific way that gives you an idea of whether you recorded the item before or not.

When you're clocking out of a job and trying to remember if you recorded an item earlier, you can switch the Close Timecard - ITEMS view from Timecard Actual to Job Actual, which allows you to see how many of those items have been recorded before now.

Here's where to check what your current view is:

If you want to switch the view, hit the three dots in the upper right corner and select Toggle View.

And now you can see Job Actual:

This view shows you all the items that have been recorded for the entire job up until now. You don't get to see who entered it and when, but you get to see the total items recorded for the job. Hopefully, this can joggle your memory and show you that you did, in fact, forget or remember to record an item earlier.

Send us a message in the blue chatbox if you have any questions!

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