Articles on: Steer Site Materials Management

Materials Releasing: Releasing Materials to the Site

Last Updated: August 31, 2023

Releasing the Materials to the Site

Before proceeding with the releasing of materials, below is an outline of materials releasing form that provides a clear overview for users. This form includes a brief description to guide you through the process:

Materials Releasing Form Outline

UserForm SectionDescription
Warehouse SupervisorRequest DetailsUse this section to filter the materials by tasks (Task Group, Task Category, and Task Name fields)
Materials ListThis section pulls items that have a value of greater than 0 in the For Releasing Quantity field from the Work Order Materials record.
ConfirmationContains the name of the person releasing the materials and their e-signature.

Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.

The requested materials can be released on site fully or partially with the following conditions:

Full Releasing: If all requested materials are already available in the inventory, or if all requested materials went through Purchase Requesting and all passed through the material inspection, then the Warehouse Staff can issue a full release of materials.
Partial Releasing: If all or some materials are unavailable in the inventory, the Warehouse Staff can issue a partial releasing of available materials in the inventory to the site and separately tag the remaining requested materials as for purchase.


To begin releasing materials, follow the outlined steps:

Head to the Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Materials Releasing.

Fig. 1: Site Materials Module
On the Materials Releasing summary page, click on Create Ticket. This will open the Materials Releasing form.

Fig. 2: Materials Releasing Summary Page
On the Materials Releasing form, you may filter the materials by fields (Task/Task Category/Task Name) under the Request Details section.

Fig. 3: Materials Releasing Form
Then, click Search under the Material List section to jump to the material/s that you need to request, or you can go directly to the Materials List section.

Fig. 4: Materials Releasing Form
You can select Load More to show more materials in the list, or Load and Select All to automatically select all materials available in the form.

Tick the checkbox of each material available for releasing and update the Released Quantity field depending on the number of materials that needed to release to the site.

Fig. 5: Materials Releasing Materials List Form Section

Fig. 6: Materials Releasing Materials List Form Section - Released Quantity
Go to the Confirmation section of the form and enter your name and include your e-signature

Fig. 7: Materials Releasing Confirmation Section
Once done, click on Submit Ticket to tag the materials as released.

Next Article: Materials Return: Returning Materials to the Warehouse
Previous Article: Material Quality Check: Inspecting the Materials

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Updated on: 01/09/2023

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