1. To create a protocol based on a template, go to the protocol module and click Create new.
2. Select a template by clicking it.
Info: Protocol types are indicated by |
3. Edit the name and any other data, add participants and edit access, if applicable. Click Save and close form to view the protocol overview.
4. Click one of the cases in the overview to open and edit a case.
5. Edit case information such as the responsible person, category, group, and planned close date. If applicable, you can also add a description, discussion, and/or conclusion. If answers have been configured, they can be used when handling cases. Certain answers may trigger actions such as closing the case or creating a case in the nonconformity module. Protocol cases can also be linked to data in other modules, if applicable. Click Save or Save and close form to save the changes. To save and move on to the next case, click 
.
6. If you need to add more cases to the protocol, go to the last case in the list and click New Case. This does not affect the template from which the protocol was created. When all cases have been reviewed, click Save and close form to view the protocol overview.
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. |
The auditing and meeting note list provides a list of the cases' properties and information.
Note: It is not possible to close an auditing and meeting note until all cases are closed. |
To close an auditing and meeting note, click 
Close Auditing and meeting note
