How to Create a Participant Authorization and Service Log

First, open the participant’s profile.

Open

Expand the Authorizations widget and click New.

Fill out the New Authorization form, then click Save.

Open

Next, locate the new authorization and click Details.

Here we can add an Authorized Service which is needed in order to create a Service Log.

Click Add Authorized Service, fill out the form, then click Save.

You can now view the new authorized service. Click Save again.

Now that we have the authorization with an authorized service created, click New on the Service Logs widget.

Select the correct Authorized Service (and Meeting Type if applicable) and then Begin Service Log.

The service log will now show up in the list. Click Details to view or edit the service log.