Attaching a Procedure to an Inventory Item

You can attach a Procedure to an inventory item. This makes it easy for employees to read the related procedure simply from the App or Desktop.

Before you start

• You will need to have Created a Procedure.
• You will need to have Added an Inventory ItemDocuments can be attached to Inventory items from the Desktop Only.
  
  

You can attach documents to an inventory item from:

• The Inventory Item
• Documents and Files section
  
  

From the Inventory Item

1. From the left menu, select Inventory > Machinery & Equipment / Structures / Tools and find the applicable inventory item.
2. Click the machine you wish to add the procedure to, and open it
3. Select the Attached Documents tab at the top of the machine view.
     
   
   
4. Select Attach Document and then select Attach a Procedure from the dropdown list.
   
   
   
   
5. Select the procedure that you wish to attached and click Save.
6. Attached Procedures can now be accessed on the App via the applicable inventory item.
   
   

From Documents and Files

1. From the left menu, select Documents and Files > Procedures.
2. Select and 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. Select and tick the inventory item(s) you wish to attach to the checklist(s) and click Apply.