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  2. Inventory
  3. Machinery and Equipment / Structures / Tools

Running a Procedure attached to an Inventory Item

This function is only available in a Professional or Enterprise subscription.

Before you Start


Viewing and Accepting a Procedure attached to an Inventory Item

  1. From the main menu, select Inventory > Machinery and Equipment / Structures / Tools > Select Item > Procedure.
  2. Select the applicable Procedure.

    Mobile App; procedures    Please select a procedure screen

  3. Read the procedure as required.

    Tractor Safe Work Procedure 
    1. To add a comment click the Add Comment iconAdd a comment icon. This will add your notes to the procedure log once you Accept.
    2. To add a task or report a hazard click the Add a Task iconAdd a task or report a hazard icon
  4. Once completed tap Accept


Viewing and Accepting a Procedure attached to an Inventory Item using a QR Code

  1. Tap the QR Code icon on the bottom menu bar.  QR code icon
  2. This will open your phone's camera to scan. Hover your device in front of the QR Code and it will scan automatically.
  3. Tap Procedure and select the applicable procedure.

    Mobile App; Procedures   Select a procedure screen

  4. Read the checklist as required.

    Tractor Safe work procedure
  5. You can also add a comment or add a task
    1. To add a comment click the Add Comment iconAdd a comment. This will add your notes to the checklist log once you Accept.
    2. To add a task or report a hazard click the Add a Task iconAdd a task or hazard icon.
  6. Once completed tap Accept