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Attaching Procedures to Inventory

Attaching a Procedure to an Inventory item makes it easy for employees to read the related procedure ensuring they are familiar with the operating instructions and hazards.

Note: Your Access Level may restrict the use of some features.

This function is only available in a Professional subscription.

To attach a checklist see Attaching Checklists to Inventory.

You can attach Procedures to Inventory from:
  • Inventory - Attach one or more Procedures to a single Inventory item, or
  • Documents - Attach one or more Procedures to multiple Inventory items.

From the Inventory Item

  1. From the left menu, select Inventory > Machinery & Equipment or Structures or Tools.
  2. Select the inventory item to open
  3. Select the Attached Documents tab at the top of the machine view.
      

  4. Click the Attach Document button and select Attach a Procedure from the dropdown list.



  5. Select the procedure to attached and click Save.

From Documents

  1. From the left menu, select Documents > Procedures.
  2. Tick the procedure(s) you wish to attach to one or more inventory items.
  3. From the Bulk Action dropdown at the top of the list of procedures, select Attach to Inventory > Apply.
  4. Tick the inventory item(s) you wish to attach to the checklist(s) and click Apply.