1. Select the date of the Code of Practice.
2. Select 'Existing Contact' if the person is an employee or supplier. Select 'Visitor' otherwise. Check the existing contacts first to see if the person is in the database because it will make it easier to find any related records later.
3. Any procedures associated with the programme will appear here to click on and view.
4. Enter the name of the person to whom the code of practice record relates. If it is an existing contact such as an employee or supplier contact, the contacts databases will appear for selection. If visitor is selected at point 2, the field will remain free to enter the visitor's name.
5. Select 'Yes' where the person agrees to work to the code of practice requirement and 'No' if they cannot. Enter any relevant and supporting details in the notes field.

1. Complete the decision checklist, adding any notes if necessary.
2. Decide on approving the Code of Practice or not.
3. Provide a justification for your decision.

Note: Remember that if something that requires a corrective action has arisen during the completion of the Code of Practice it can always be added to the record by selecting Actions > Add Related Records > Corrective Action.