Prerequisites

• Access to the menu Execution > Inbox (PT005) or My Tasks > Inbox.
• Access to the menu Execution > Outbox (PT006) or My Tasks > Outbox.

Presentation

This article aims to guide users in using the inbox and outbox menus and tasks, which are responsible for controlling protocol routing.

Through the inbox and outbox, it is possible to track routing progress, validate received protocols, resend notifications, and ensure traceability of all movements performed.

Manage outbox

The outbox gathers all protocols dispatched by the user whose receipt has not yet been confirmed by the recipients. While the protocol remains in this status, it will remain listed in the outbox, allowing the user to monitor delivery status and take control actions.

Thus, the outbox works as a monitoring panel, ensuring that the user maintains visibility over issued protocols and can intervene whenever there is a delay or a need to reinforce communication.

In the menu Execution > Outbox (PT006) or My Tasks > Outbox, the following features are available to manage protocols:

	Displays the data screen of the selected protocol. To use this option, the user must have the “View” control allowed in the protocol security settings.
	Displays, in graphical format, the stages already completed and in progress, the users responsible for each stage, and the dates on which they occurred.
	Additional options (expand arrow): Report settings: allows configuring and generating label reports or protocol history reports, creating new reports, or associating existing ones. Export to Excel: exports the query results list to an Excel file. Legend: displays the parameters available for configuring new reports.
	Sends the selected protocol again to the recipients’ inbox.
	Resends protocol notifications by email to the recipients defined in the dispatch.
	Allows viewing the dispatch details of the selected protocol.
	Adjusts the main screen to display three areas. In the third panel, details of the protocol selected in the second panel are shown.
	Adjusts the main screen to display only two panels.

Manage inbox

The inbox displays all protocols for which the user was defined as a recipient during dispatch.

The protocol remains listed in the inbox until receipt is confirmed. This receipt aims to validate that the protocol was correctly delivered and, if so, officially register its entry.

In this way, the inbox functions as the starting point of responsibility for the recipient, ensuring that each protocol is properly validated before continuing in the workflow.

In the menu Execution > Inbox (PT005) or My Tasks > Inbox, the following features are available to manage protocols:

	Allows confirming receipt of the selected protocol. Click here for more details.
	Allows dispatching the selected protocol again. To do so, receipt must have been confirmed.
	Allows closing the routing of the selected protocol. Click here for more details.
	Displays the data screen of the selected protocol. To use this option, the user must have the “View” control allowed in the protocol security settings.
	Displays, in graphical format, the stages already completed and in progress, the users responsible for each stage, and the dates on which they occurred.
	Additional options (expand arrow): Report settings: configure and generate label reports or protocol history reports, create new reports, or associate existing ones. Export to Excel: exports the query results list to an Excel file. Legend: displays the parameters available for configuring new reports.
	Displays the dispatch details of the selected protocol.
	Adjusts the main screen to display three areas. In the third panel, details of the protocol selected in the second panel are shown.
	Adjusts the main screen to display only two panels.

Conclusion

Managing the inbox and outbox ensures that users have full control over protocols in routing. While the inbox centralizes received protocols pending validation, the outbox maintains visibility over sent protocols that are still awaiting confirmation.

With these resources, it is possible to track workflows in real time, record receipts, perform new dispatches, resend notifications, and ensure complete traceability of all system movements.