Step 1: Select Record New next to the Traceability template you wish to conduct the traceability exercise for 

Step 2: Choose the site which is relevant to the traceability exercise, select the relevant product if required

If not required, select No Product Required

Step 3: Complete the template

Step 4: You can Save progress, Save and Exit, which directs you back to the home page, Save and Add New which opens a new template or to complete select Save and Complete.