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Location: Execution Inbox

 

Prerequisites:

Protocol

Optional:

Digitally signed documents

 

Overview:

Through this menu, it is possible to confirm, re-dispatch and finish the protocol processing. It is important to point out that it is necessary to start and dispatch a protocol properly in order for it to be displayed.

 

Specific buttons:

Click on this button to confirm the receiving of the protocol selected in the list of records. See further details in the Confirming protocol receiving section.

Click on this button to dispatch the protocol selected in the list of records once again. To do that, you must first confirm its receiving.

Click on this button to end the protocol processing selected in the list of records. For further information, see the Finishing a protocol section.

Click on this button to view the data screen of the protocol selected in the list of records. To successfully perform this operation, it is necessary to have the "View" 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 the arrow located next to this button to set up and issue the desired protocol history report. 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 view the copy sending data of the protocol selected in the list of records.

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.

 

Use the Search filters to easily find the desired records based on specific information. See in the View Protocol menu a detailed description of the filters.