Summary:


This Walkthrough will show how to Add Testing Analysis to a Prospective Client.



Add Testing Analysis:


1. Navigate to Prospective Client List.

2. Search Prospective Client Name and Select Name or Face to Face.

3. Scroll down to Testing Analysis and Select Add Test Analysis.

4. Select Test Type.

5. Select Add Template.

6. Select and Input Correct Variables and Select Append & Close.

7. Ensure All Information is Present, Files Uploaded if Applicable and Correct Reviewers Added.

8. Save & Sign.