Skip to content
  • There are no suggestions because the search field is empty.

Attaching Files and Links to Inventory

Attaching a Procedure to an Inventory item makes it easy for employees to read the related procedure ensuring they are familiar with the operating instructions and hazards.

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

This function is only available in a Professional subscription.

Files and Links require connectivity to open.

To attach a procedure see Attaching Procedures to Inventory.

To attach a checklist see Attaching Checklists to Inventory.

Attaching a File or Link
  1. From the left menu, select Inventory > Machinery & Equipment or Structures or Tools or Chemicals.
  2. Select the inventory item to open
  3. Select the Attached Documents tab at the top of the inventory view.
      

  4. Click the Attach button and select File or Link from the dropdown list.




  5. To attach a file, select File, add a Title and browse (or drag and drop) a document into the Upload File window, add a Review date (optional) and click Save.
  6. To attach a link, select Link, add a Title, insert a URL, add a Review date (optional) and click Save.

Note: File types supported are as follows:

.xls
.xlsx
.pdf
.docx
.doc		 .jpg
.jpeg
.png
.gif		 .mp3
.mp4
.mov
.wmv

Entering a Review Date will trigger a task reminder 7 days prior.

Removing or Reviewing a File or Link

  1. From the left menu, select Inventory > Machinery & Equipment or Structures or Tools or Chemicals.
  2. Select the inventory item to open.
  3. Select the Attached Documents tab at the top of the inventory view.
  4. Select more options ••• >   Remove or Review.
  5. Update or remove as required.
  6. To view deleted files select Previously attached from the Attached Status filter