Guides › Help
The right person, with enough information
When you need help
Provide the record code, screen name, intended action and exact message. Keep passwords and sign-in links private.
Check in this order
- AccountCheck your name, effective roles and money visibility on My account.
- RecordCheck the code, project, assignment and current status.
- MessageRead why a button is missing or an action was denied; use Back to My account to return.
- HistoryCheck the latest changes, reasons and linked records.
Ask the right person
| Task needing support | Responsible person |
|---|---|
| Accounts, roles, money flag, website and lookups | Product administrator |
| Forgotten password | You: Forgot password? |
| Other technical or sign-in issues | Administrator / technical support |
| Customer, Project, quotation, measurement submission and scheduling | Coordinator |
| Allocation, QC, attendance confirmation and site reports | Supervisor |
| Receipt, location, reservation, issue and stock movement | Warehouse |
| Landed cost, attendance approval, costs, claims, receipts and reconciliation | Accountant |
| Fabrication approval and independent decisions | Director |
| Customer payment terms, reward approval and safety records | Director |
| External reward payment | Accountant |
| Employee maintenance | Accountant / Director |
| Linking a staff account to its Employee record | Product administrator |
Common terms
- Project
- The customer job record spanning sales, production, delivery and aftercare.
- Scope key
- A code linking measured, quoted, varied and produced scope.
- Fabrication revision
- The exact dimension revision a work order must record; only Approved/Approved with exception permits cutting the scope.
- Reservation
- A time-limited hold on one slab for one Project.
- Off-cut
- A retained piece with its own code/location and a linked parent.
- QC
- A quality result recorded by someone who did not participate in the work.
- Punch item
- A site defect that stays Open until an authorised person uses Resolve; Open items block closure/handover.
- Landed cost
- A slab purchase-cost snapshot locked from a goods receipt.
- Payment claim
- An operational payment request, with amounts ex GST. Send its PDF by email and record actual receipts; it is not a tax invoice.
- Unavailable
- Data or actions that are not yet available; it does not mean a money amount of zero.