Step

Action

Comment

1

From the set up tab, click on Edit sources

The Edit Sources form shown on the right below will be opened and you will be taken to a new record.

2

Enter the title of the audit in the Source column

 The ID will be automatically entered.

3

Only tick the audit or meeting boxes if the issue source relates to an audit or a meeting, respectively.

4

Enter the genre

 This may be HS, HSE, EN, QA, HSEQ

Do not alter any sources which have an ID of 1000 or greater 

 These are reserved from specific sources.