1. To create an auditing and meeting note based on a template, go to the auditing and meeting note module and click Create new.
2. Select an auditing and meeting note 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, if necessary, edit access to the auditing and meeting note. Click Save and close form to access the auditing and meeting note list.
4. Click one of the cases in the case list to open and edit a case.
5. Enter case properties and describe the case and/or decisions made. If the case has been reviewed in full, check Case is closed. To save and move on to the next case, click 
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6. When you have reviewed all the cases in the list, click Save and close to access the auditing and meeting note list. If you have multiple cases for the specific review, click New case to create new cases. This does not affect the template from which the auditing and meeting note is created.
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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. |
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