Safe Work Procedures and Checklists can be attached to an inventory item for users to view and complete or accept when handling chemicals, operating machinery and equipment or working with a structure.
This function is only available on a Professional subscription.
Before you start
- You will need to have either Added a Procedure or Added a Checklist.
- You will need to have Added an Inventory Item.
On Desktop Only
- In the left side menu, select Inventory > Machinery and Equipment / Structures / Tools and click on the applicable inventory item.
- Navigate to the Attach Documents tab.
- Here you will see any previously attached Checklists or Safe Work Procedures for the item. You can add more by clicking the Attach Document button on the right of the screen.
- Choose from a drop down list of your published Procedures or Checklists and select the one you want.
Attach multiple documents (Procedures or Checklists) to multiple inventory items
- In the left side menu, select Documents and Files > Procedures or Checklists.
- Select the published documents you want to attach to the inventory item by clicking on the checkbox to the left of the required document.
- From the Bulk Action drop down, choose Attach to inventory then click on the Apply button.
- From the Inventory Type drop down, choose either Machinery and Equipment / Structures / Tools / Chemicals.
- Select the required inventory items then click on the orange Apply button followed by OK.
View Acceptance and Completed Logs
Easily view Logs of Accepted Procedures and Completed Checklists under the corresponding tabs.
