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2. Select the type for the protocol template by clicking on it.
| Info |
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Info: Protocol types are indicated by |
3. Enter a name and fill in any other fields if desiredapplicable. Select the Use as template check box , then click and click Save. To access the auditing and meeting note listview the protocol overview or create a case, click Save and close form.
54. To create a new case in the auditing and meeting note protocol template, click Register new case.
65. Complete the fields for the case and click Save. To save and create a new case and move on, click click New case.
| Note |
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Note:Auditing and meeting note case forms may look different from type to The form for protocol cases may vary depending on the protocol type. Go to control panel or enable configuration mode to change the field settings. Categories and groupings are set up in the control panel for each type. |
When you click New the protocol has more than one case, all the cases will appear in the menu on the left side of the page as they are created. Click the cases a case to view and or edit themit.
