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2. Select the type for the auditing and meeting note by clicking it.
| Info |
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Info: Auditing and meeting note types have the icon and templates have . |
3. Enter names and any other information in the fields and click Save.
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8. When the cases have been fully registered and reviewed, click Save and close form to access the auditing and meeting note list.
| Tip |
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Tip: It is possible to select actions for the various responses to the questions and to create and link to records in other modules for the cases. |
9. The auditing and meeting note can be closed if all cases are closed and fully processed.
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