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  3. Inventory - Machinery & Equipment, Structures, Tools

Running a Procedure attached to an Inventory Item

Note - This function is only available in a Pro or Enterprise subscription.

Before you Start

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

Viewing and Accepting a Procedure attached to an Inventory Item

 

  1. From the main menu, select Inventory > Machinery, Structures or 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 the QR code. 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.  
    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