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2. Select the type for the auditing and meeting note by clicking it.

Info

Info: Auditing and meeting note types have the iconImage Modified and templates have Image Modified.


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

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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