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Attaching Checklists to Inventory

Attaching a Checklist to an Inventory item makes it easy for staff to complete any required checks, and know they have the right Checklist every time. 

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

This function is not available on a Standard subscription.

To attach a Procedure, see Attaching Procedures to Inventory.

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

Attach from the Inventory Item

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

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



  5. Select the Checklist to attach and click Save.



Attach from Documents

  1. From the left menu, select Documents > Checklists.
  2. Tick the Checklists needed.
  3. From the Bulk Action dropdown at the top select Attach to Inventory > Apply.

  4. Tick the Inventory items needed and click Apply.

What's Next?