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Notes, Files, Forms & Audit

Add notes, files, and forms to a PGP-HS plan and use the read-only Audit tab to track all changes over time.

Helpful Tips

  • Add supplemental documentation to a PGP-HS plan with Notes, Files, and Forms (the Forms section integrates with DMAC's FormWorks application).
  • Use the read-only Audit tab to track all changes to a plan over time; comments entered to justify plan changes appear in the Audit description.

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