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Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
The video demonstrates how to set up participant records in a system to ensure all necessary records are accounted for, especially in businesses offering multiple services. The process involves creating record types, specifying required records for each service, and managing missing records. Users can easily upload and associate records with specific services, ensuring compliance and organisation. Additionally, the system allows for filtering and tracking missing records for easy monitoring and management.
