Step 1: To add a New Traceability Template, select + Add New on the left-hand side of the page


Step 2: Set up the Traceability template details


If Set to Supplier is enabled there is also the option to set an intermediate supplier who can manage traceability exercises using your traceability template.


Step 3: Save and Edit the Traceability Check Template


Step 4: Create your Traceability Check Template - Select + Add New Section


Step 5: Create your section