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
- Click on the Setup Icon.
- Click on the Module Setup Menu Item.
- Click on the Corporate Audits Menu Item.
- Click on Protocols Menu Item.
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.
Related articles