This function is only available in a Professional or Enterprise subscription.
Before you Start
- You will need to have Added an Inventory Item
- You will need to have Created a Procedure and
- You will need to have Attached a Procedure to an Inventory Item
Viewing and Accepting a Procedure attached to an Inventory Item
- From the main menu, select Inventory > Machinery and Equipment / Structures / Tools > Select Item > Procedure.
- Select the applicable Procedure.
- Read the procedure as required.
- To add a comment click the Add Comment icon. This will add your notes to the procedure log once you Accept.
- To add a task or report a hazard click the Add a Task icon
- Once completed tap Accept.
Viewing and Accepting a Procedure attached to an Inventory Item using a QR Code
- Tap the QR Code icon on the bottom menu bar.
- This will open your phone's camera to scan. Hover your device in front of the QR Code and it will scan automatically.
- Tap Procedure and select the applicable procedure.
- Read the checklist as required.
- You can also add a comment or add a task.
- To add a comment click the Add Comment icon. This will add your notes to the checklist log once you Accept.
- To add a task or report a hazard click the Add a Task icon.
- Once completed tap Accept.