You can simply attach a Checklist to an inventory item from the App or Desktop. This makes it easy for employees to complete checks (e.g pre-start, weekly, etc).
This function is only available in a Professional subscription.
Before you start
- You will need to have Added a Checklist
- You will need to have Added an Inventory Item
Documents can be attached to Inventory items from the Desktop only.
You can attached documents to an inventory item from:
From the Inventory Item
- In the left side menu, select Inventory > Machinery and Equipment / Structures / Tools and find the applicable inventory item.
- Click the machine you wish to add the checklist to, and open it.
- Navigate to the Attached Documents tab at the top of the machine view.
- Click on Attach Document button and then select Attach a Checklist from the dropdown list.
- Select the checklist that you wish to attached and click Save.
- Attached Checklists can now be accessed on the App via the applicable inventory item.
From Documents and Files
- In the left side menu select Documents and Files > Checklists.
- Tick the checklist(s) you wish to attached to one or more inventory items.
- From the Bulk Action dropdown at the top of the list of checklists,
select Attach to Inventory > Apply. - Tick the inventory item(s) you wish to attached the checklist(s) to Apply.
