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Document a Record-Related Review

 
1.       Select the Reviews sub-tab.
 
2.       Click Add New. A pop-up window will open.
 
3.       Choose the applicable description from the Review Type lookup list.
 
4.       By default, your name will appear in the Reviewed By Person field. If you are not the person who conducted the review, select the applicable person from the pick list.
 
5.       Enter the date and time that the review was completed in the Review Date field.
 
6.       Enter observations, results, notes, or other details pertaining to the review in the Comments box.
 
 
7.       Click OK. The review entry will be added to the list of existing reviews in the main window.