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Implementation - Step 8 - Attach Procedures and Checklists to Inventory Items

In this step you will attached the procedures and checklists created in steps 6 and 7 to the machines, structures or tools that it relates to

Inventory - Attached Documents

Navigate to INVENTORY > Machinery and Equipment / Structures / Tools in the left hand menu
  • Click on the machine, equipment, structure or tool
  • Select the ‘Attached Documents’ tab at the top
  • Click the ‘Attach Document’ button on the right and attach 
  • The following article provides step by step instructions on how to attach procedures and checklists to an inventory item
    Attaching a checklist to an inventory item

What's Next?

Implementation - Step 9 - Policies

Or return to the 10 steps overview and choose your own next step:

10 Simple Steps to Set Up Your Safe Ag Systems Software