Attaching a Procedure to an Inventory Item

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

Before you start

On Desktop Only

  1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable inventory item.
  2. Click three-dot button and select Procedures.
     
  3. Select Add New and then select the applicable Procedure from the dropdown list and click Save.

  4. Once attached the selected Procedure will be displayed.
    Note – You can attach multiple checklists to an inventory item.



  5. Attached Procedures can now be accessed and accepted on the App via the applicable inventory item.