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Location: Management  Tracking
Prerequisite:
▪Protocol
Overview:
Through this menu, users may track the protocols that are available to be started or are in progress. It is also possible to cancel protocols and resend notification by e-mail to the 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.
Specific buttons:
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Click on this button to view the data screen of the protocol selected in the list of records. Note that, to successfully perform this operation, it is necessary to have the "View" control allowed in the security of the protocol.
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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.
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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.
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Click on this button to cancel the protocol processing selected in the list of records. Note that, to successfully perform this operation, it is necessary to have the "Cancel" control allowed in the security of the protocol.
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Click on this button to dispatch the protocol selected in the list of records. Only protocols with "Electronic" support defined in their type may be dispatched.
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Click on this button to resend a notification by e-mail to the addressees. The system displays a message showing the e-mail was successfully sent.
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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.
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Click on this button to change the main screen layout to two quadrants.
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▪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. ▪This operation can also be performed through the Protocol tracking task. |
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