Attaching a Checklist to an Inventory Item

Note - This function is only available in a Pro or Enterprise subscription.

Before you start

On Desktop Only

Attaching a checklist or safe work procedure to an inventory item
  1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable inventory item.
  2. Click Checklist button and click Add New.
  3. Click the drop down to select the relevant Safety Checklist.
  4. (Optional) click the drop down to select a Checklist Frequency.
  5. Click Save.
    Note – A small tick icon will appear on the inventory item tile once a checklist is attached.
    Note – You can attach multiple checklists to an inventory item.