Sending Observations for Investigation

Purpose

[State what the task accomplishes or why it is required, and who is completing the task, such as CQ Administrator, Record Owner, Approver, etc. Use 1-3, action-oriented sentences. Start the first sentence with “As a [Role Name], you…”. For example, “As a Meeting Owner, you create meetings”.]

Prerequisites

[List conditions that must be met before the task begins, such as required permissions or roles, prior configuration steps, specific product module or version, completion of related tasks. This is an unordered list.]

• Installation Package:

• Product: [Specify one or more core products, for example QualityQuest, CQ Platofrm]

• Function:

• User Profile: [Specify Standard User or System Administrator]

• Permissions:

• Configurations: [This section is optional. Add any optional configurations for the task, for example, CQ Locations, Suppliers, etc.]

Steps

[Use this section to guide the user through a clear, ordered sequence of actions. Each step must begin with an action verb, include the UI element with which the user is interacting, and end with the expected result, when appropriate. Step 1 must always be the Navigation step letting the users know where to begin. This is an ordered list.]

1. …

2. …

3. …

Example

[This section is optional. Add an example for better visual cues on completing the task. If you are using an image, then add the default gray border around it.]

Expected Outcome

Add an explanation or a visual guidance of success. At least one bullet must be added, even if it is obvious, such as “A meeting is created”. Use present tense.]

Troubleshooting

[This section is optional. Add links to troubleshooting articles that address issues users may encounter while performing this task.]

Optional Configurations

• [Configuration 1…]

• [Configuration 2…]

Additional Resources

[Use this section to provide external or adjacent content that supports the users' understanding or execution of the task. These resources are not part of the procedure and must not contain steps or outcomes of the current task. Group the resources by the source, such as ComplianceQuest, Salesforce, or third-party.]

ComplianceQuest

• Resource 1

• Resource 2

Salesforce

• Resource 1

• Resource 2

Third-party

• Resource 1

• Resource 2