Copy

This menu allows viewing the protocols generated during the distribution of the printed copies of the documents created in the system.

	Click on this button to view the data of the printed copy protocol selected in the list of records.
	Click on this button to load SE Analytics, so that the result obtained in the search can be analyzed.
	Click on the arrow next to this button to configure and issue the controlled and uncontrolled copy report, export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or view the parameters that can be used in the configuration of new reports.

Use the filters described below to locate the desired records through specific information. To use them, go to the Search filters panel and click on the

button to add them.

First, define if the search will be executed on the controlled or uncontrolled copies. Note that, according to the option selected, the Copy filter fields, which will be enabled for the filling, may vary.

Protocol: This field will only be available for "Uncontrolled" copies. Enter the printed copy protocol number to be searched.

ID #: This field will only be available for "Uncontrolled" copies. Enter the printed copy protocol ID # to be searched.

Barcode: This field will only be available for "Controlled" copies. Enter the barcode of the printed copy whose protocol will be searched. The barcode of a document is generated in the Management Copy Distribution menu, through the "Documents label" report.

Station: This field will only be available for "Controlled" copies. Select the copy station responsible for distributing the printed copies whose protocol will be searched.

Responsible for copy station: Select the user associated as responsible for the previously selected station, who will also be responsible for distributing the printed copies whose protocol will be viewed.

Company: This field will only be available for "Uncontrolled" copies. Enter the name of the company responsible for distributing the printed copies whose protocol will be searched.

Responsible: Select the contact of the previously selected company, who will also be responsible for distributing the printed copies whose protocol will be viewed.

Issued by: Select the user who issued the copy protocol you wish to view. Use the other buttons next to the field to fill it with the logged-in user data and clear it.

Status: This field will only be available for "Controlled" copies. Enter the status of the printed copies whose protocol will be searched:

▪In use: There are the copies that were sent through copy protocols and were not cancelled.

▪Cancelled: There are the copies that were cancelled.

▪Pending: These are the copies that were inserted in the document data but still have not been sent.

▪Planned: These are the copies that were entered in the document data, regardless of whether they were sent or not.

Period: This field will only be enabled to be filled out if the selected status is Cancelled or if the copy type is "Uncontrolled". In the Last __ day(s) field, enter the number of days prior to the current date, which covers the cancellation date of the distribution protocol of the printed copies you wish to view. The user can also use the Start and End fields, to select the date range that covers the date on which the print copy protocol you wish to view has been canceled.

Use the fields in this filter to find the desired copy protocol through the document related to it. To do this, enter the ID # and/or title/summary of the document or its author.

Click on the Add attribute button and select the attribute associated with the category of the document you wish to search, the operator and a value for it. To add more than one attribute to this filter, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

After you complete the necessary filters, click on the Search button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right-side of the view screen.