Nonconformities
Nonconformities that are linked with the auditing and meeting note case are can be found under this tab. It is also possible here to create new nonconformities and link with existing ones. To link to existing ones, click Select and Link to existing nonconformities.
Documents
In this module tab, new documents can be created locally for the case or linked to documents from the document library.
Checklists
It is possible to link checklists with and complete checklist responses linked with an auditing and meeting note case. Click Select to select a checklist and click Link to checklist or Complete checklist. If you choose to complete a checklist, only the response will be linked to the case, not the entire checklist. To create a response to a linked checklist, click the name next to the 
icon under Complete checklist. To unlink a linked checklist, click 
.
Tasks
Tasks to be performed in connection with a meeting or management review, for example, can be created under the Tasks tab. The task is linked with the case from which it is created.
Non-conformances and improvement suggestions linked to a protocol case are displayed under the Non-Conformances tab in the protocol case. From this tab, you can also create new cases in the non-conformance module or link existing non-conformances to the protocol case. Click Create new case to create a new non-conformance or improvement suggestion. To link an existing non-conformance or improvement suggestion, click Select and Connect existing non-conformance.
Documents
In the Documents tab, you can create new documents for the protocol case, link existing documents from the document library to the case, and view documents that have previously been created or linked.
Tasks
Tasks linked to a protocol case are displayed under the Tasks tab in the protocol case. From this tab, you can also create new tasks or link existing tasks to the protocol case. Click New task to create a new task. To link an existing task, click Select and Link to existing task.
Checklists
The Checklists tab displays checklists linked to the protocol case, as well as any linked checklist responses. You can also create new responses or link additional checklists from this tab. To create a response for a linked checklist, click the checklist name under Fill out checklist. To link a checklist or create a new response for an unlinked checklist, select the checklist under Connect or fill out checklist and choose whether to link the checklist to the protocol case or create a new response.
