Start

Through this menu, it is possible to start protocols and documents. Besides, SE Protocol allows adding or associating documents registered in SE Document, to sign them digitally and, when the protocol is properly filled, to dispatch them to the due addressees.

If the "Enable to display records that user is not allowed to create and/or manage" option is NOT checked on the "Protocol" tab of the general parameters of SE Document, only the documents that the logged user has permission to "Edit" will be displayed in the list of records.

In case the user is logged using a Staff license, only the protocols started by that user and those with "To be started" or "In progress" status will be displayed in the list of records. The protocols started by the user using a Staff license, whose status is "Closed", will not be displayed on the list of records.

	Click on this button to start a new protocol. See further details about this operation in the Starting a protocol section.
	Click on this button to edit the protocol selected in the list of records. To successfully perform this operation, it is necessary to have the "Edit" control allowed in the security of the protocol.
	Click on this button to delete the protocol selected in the list of records. To successfully perform this operation, it is necessary to have the "Delete" control allowed in the security of the protocol.
	Click on this button to track through a flowchart, the steps by which the protocol selected in the list of records has gone through, including the users who performed the operation and when the operation was performed.
	Click on this button to analyze the result displayed in the list of records.
	Click on the arrow located next to this button to set up and issue the desired protocol label and history reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.
	Click on this button to download the attachments processed in the protocol selected in the list of records. To perform this operation, the logged user must have permission to view the protocol. It will not be possible to download electronic files of documents through this option. In this case, it is necessary to access the protocol data and, in its details, the data of the desired document.
	Click on the corresponding option to cancel or reactivate the protocol selected in the list of records. See further details on this operation in the Cancelling/reactivating a protocol section.
	Click on the corresponding option to restart (re-dispatch a closed protocol) or dispatch the protocol selected in the list of records. See further details on this operation in the Dispatching/restarting a protocol section.
	Click on this button to create a protocol from the copy of a protocol already created in the system. At this point, the protocol data screen will be displayed, allowing you to enter an ID # to it and edit its data.
	Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the protocol selected in the list of records in the second quadrant.
	Click on this button to change the main screen layout to two quadrants.