1. To create an auditing and meeting note a protocol based on a template, go to the auditing and meeting note protocol module and click Create new.
2. Select an auditing and meeting note template a template by clicking it.
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Info: Auditing and meeting note types have the icon |
3. Edit the name and any other data, add participants and edit access, if necessary, edit access to the auditing and meeting note. Click applicable. Click Save and close form to access the auditing and meeting note listview the protocol overview.
4. Click one of the cases in the case list overview to open and edit a case.
5. Edit case information such as the responsible person, category, group, and planned close date. If applicable, you can also add a description, discussion, and/or conclusion. If answers have been configured, they can be used when handling cases. Certain answers may trigger actions such as closing the case or creating a case in the nonconformity module. Click Save or Save and close form to save the changes, or
Enter case properties and describe the case and/or decisions made. If the case has been reviewed in full, check check Case is closed. To save and move on to the next case, click 
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