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a. Categories: To edit an existing category, click 
. To create a new one, enter a name and click 
. To delete a category, click 
.
b. GroupGrouping: To edit an existing group, click . To create a new one, enter a name and click . To delete a group, click .
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c. Answer to questions: To edit an existing answer, click . To create a new one, enter a name and click . To delete an answer, click .
Answers to questions can have actions assigned to them. The action "Closing case" closes the protocol case upon saving. The action "Create a non-conformance" opens the non-conformance type selector when the protocol case is saved.
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Info: The field settings found at the bottom of the page are not included in this guide, as it is easier to make these adjustments by enabling configuration mode and editing the form directly on a protocol case. |
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