Protocol

Through this menu, it is possible to view the protocols added in SE Protocol, regardless of their deadline or the status in which they are in. If the "Enable to display records that user is not allowed to view" 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 "View" will be displayed in the list of records.

	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.
	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 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 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 filters.

ID #: Enter the ID # of the protocol you wish to view.

Involved: Select the user involved in the protocol you wish to view. Use the other buttons next to the field to fill it with the data of the logged-in user or clear it.

Subject: Enter the protocol subject you wish to view.

Dispatch: Enter the data registered in the "Dispatch" field, when dispatching the protocol that you wish to view.

Dispatch status: Expand the list and select the corresponding option to indicate whether the protocol dispatch you want to view is on time or past due.

Status: Expand the list and check the options that corresponds to the possible status of the protocol you wish to search.

Protocol support: Expand the list and check the options corresponding to the support configured on the type of the protocol you wish to view: electronic or physical.

Started by: Select the user who started the event of the protocol you wish to view. Use the other buttons on the side of the field to fill it with the logged-in user data or clear it.

Ended by: Select the user who ended the event of the protocol you want to view.

Sending date: In the field Last __ day(s) enter the number of days prior to the current date which covers the dispatch date of the protocol you wish to view. You may also use the Start and End fields to select the date range which covers the date in which the protocol you wish to view was dispatched.

Use the fields in this filter to locate the desired protocol through the document related to it. To do this, select the category to which the document belongs to or enter its ID #, title/summary and/or author. When checking the Display lower level records option, the categories that are below the hierarchy of the selected category will also be considered in the view.