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In the Protocols component administrators can create protocols by creating sections and adding questions to each section.  

Protocol records contain the following tabs:
Details – contains general information about a protocol
Sections – contains the list of sections and questions which are included in an audit protocol

The Sections tab allows administrators to build a protocol by adding the sections and the questions in each section.

Step-by-step guide

  1. Click on the Setup Icon icon.
  2. Click on  the Module Setup Menu  menu Item.
  3. Click on  the Corporate Audits Menu Audit Management menu Item.
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  4. Click on Protocols Menu Item.
    Image RemovedProtocol Category menu item.

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  5. The detail screen of protocol category screen will be shown.

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Info

In order to add a new protocol, administrators must first select the question category.  Unless a category is selected the Add button will not be visible.

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