Protocols
Overview
The Protocols module is used for creating and managing structured documents such as inspection reports, control protocols, measurement records, acceptance protocols, and other types of formalized documentation.
Key Features
- Template system - Administrators create protocol types as templates, users then create specific protocols based on these templates
- Flexible structure - Protocols consist of sections, each section contains various input fields (text, numbers, dates, tables, signatures, etc.)
- 15 input field types - From simple text fields to mathematical formulas and electronic signatures
- Automatic numbering - System automatically generates protocol numbers according to configured structure
- PDF export - Generate protocols with company logo, print and email options
- Module integration - CRM (required), Asset Registry, Contracts, HelpDesk
- Work statuses - Created, Submitted, Completed
User Permissions
The Protocols module uses 6 permission levels:
| Level | Name | Permissions |
|---|---|---|
| 0 | No access | User cannot access module |
| 1 | Read own | Can view only own protocols |
| 5 | Read/edit own, create new | Can create new protocols and edit own |
| 7 | Read all, edit own, create | Can view all protocols, edit only own |
| 10 | Full access + delete | Full access to all protocols including deletion |
| 15 | All + administration | All permissions including creation date change |
Requirements
- Active CRM module (customer linking is mandatory)
- At least one protocol type configured by administrator
- User must have permission level at least 1
Creating a Protocol
- Click Create button (available for users with permission ≥ 5)
- Select protocol type from dropdown
- Fill in basic information:
- Protocol number - auto-generated (cannot change)
- Order number - optional, internal order number
- Company (CRM) - required, select customer from CRM
- Branch - optional, customer branch selection
- Location - optional, location description
- Fill in protocol sections according to template
- Save protocol
Input Field Types
- Text - Single line text input
- Long text - Multi-line text area
- Number - Numeric input with decimal places
- Date - Date picker
- Checkbox - Yes/No selection
- Dropdown - Selection from predefined options
- Table - Dynamic table with multiple columns
- Signature - Electronic signature capture
- Formula - Mathematical calculations
- Image - Photo attachment
Module Integration
- CRM - Link protocols to customers (required)
- Asset Registry - Link to assets being inspected
- Contracts - Link to service contracts
- HelpDesk - Link to support tickets
Tips
- Use protocol templates for recurring inspection types
- Include electronic signatures for formal documentation
- Export protocols to PDF for customer delivery
- Link protocols to assets for complete service history