Dispatch protocol
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Prerequisites
- Access to the menu Management > Opening (PT003).
- Protocol previously opened with the status “To Start” or “In Progress”.
- User with the “Edit” control allowed in the protocol security settings.
Presentation
In the protocol opening menu, it is possible to forward already opened protocols to the users responsible for receiving them.
At this stage, it is possible to define deadlines, record relevant information about the routing, and manage the recipients who must continue the protocol processing.
The step-by-step instructions in this article can also be used to re-route closed protocols.
To illustrate the instructions in this article, the license request protocol developed as an example during the workflow will be dispatched.
Dispatch protocol
1. Access the menu Management > Opening (PT003).
2. Locate and select the desired protocol.
3. Expand the More button and select the option Dispatch Protocol.
4. In the Deadline field, select the date by which the recipients must confirm receipt of the protocol.
5. In the Dispatch field, record important information about the protocol routing for the recipients.
6. Click the 
button and select the users responsible for receiving the protocol.
7. Click the 
button to complete the action.
- The “Dispatch Protocol” button is displayed only when a protocol with the status “To Start” or “In Progress” is selected.
- If a protocol with the status “Closed” is selected, only the option “Re-route Protocol” will be enabled.
- If a protocol with the status “Canceled” is selected, it will not be possible to re-route or dispatch it.
- If the deadline was previously configured in the protocol type, the Deadline field will display the configured date and cannot be edited.
- Filling in the Deadline and Dispatch fields is mandatory if the support configured in the protocol type is electronic.
Conclusion
Dispatching ensures proper movement and tracking of protocols within the organization.
The protocol will be sent to the inbox of the selected recipients, allowing the workflow to proceed in a controlled manner, with security and traceability at all stages.
Now that dispatching is complete, the next step is to receive the protocols.