Configure protocol type
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Prerequisite
- Access to the menu Configuration > Protocol type (PT011).
Presentation
In the Protocol Type menu, it is possible to register types to classify protocols and define how items will be routed, ensuring standardization and control.
Protocol types are displayed in a hierarchical structure, enabling organized and flexible management that can be fully adapted to the organization’s needs.
The practical example demonstrated during the explanation of the features will be based on the registration of electronic protocols for a municipal government.
Configure protocol type
Watch the video below to learn how to quickly configure a protocol type:
- For more details about the identification mask, click here.
- For more details about the Security tab, click here.
- To learn how to configure attributes, click here.
Conclusion
With protocol types properly structured, users can open, route, and manage protocols consistently, maintaining traceability and compliance at all stages.
Once this step is completed, the next step is to use the type to open a protocol.