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

In this step, learn how to attach published Procedures and Checklists to Inventory that they relate to. 

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

The 10 Step Implementation Guide needs to be done on Desktop.

  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 the Attach Document button and select Attach a Procedure or Attach a Checklist from the dropdown list.
  5. Select the document needed and click Save. 
The following articles provides step-by-step instructions on how to attach procedures and checklists to an Inventory item.

What's Next?