Receive protocol in the inbox
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Prerequisites
- Access to the menu Execution > Inbox (PT005) or My tasks > Inbox.
- Protocol already dispatched.
- User defined as the recipient of the dispatched protocol.
Presentation
In the inbox menu, the recipient confirms receipt of the previously dispatched protocol.
At this stage, it is possible to record important notes about the delivery and officially validate the continuation of the routing process.
To illustrate the instructions in this article, the receipt of the license request protocol developed as an example during the workflow will be confirmed.
Receive protocol
1. Access the menu Execution > Inbox (PT005) or My tasks > Inbox.
2. Locate and select the desired protocol.
The status of the selected protocol in the SR (Receipt Status) column must be “Not Confirmed”.
3. Click the 
button on the toolbar.
4. In the Accepted field, select the desired option:
- Yes: confirms receipt of the protocol.
- No: rejects the protocol.
5. The Received From field will be displayed if the support configured in the protocol type is physical. In this case, select the user who delivered the protocol.
6. In the Receipt field, record important information regarding the receipt of the protocol.
7. Click the 
button to finish. The protocol will behave as follows, depending on whether it is accepted or rejected:
- Accepted: the status shown in the SR (Receipt Status) column will change to “Accepted”. From this point on, it will be possible to close the routing. If you wish to save it and dispatch it again, use the
button on the toolbar of the data screen. If the protocol is sent to the same recipients, confirm the system prompt to complete the dispatch. - Rejected: the status shown in the SR (Receipt Status) column will change to “Rejected”. In this case, it will be sent back to the inbox of the user who issued it, so that the necessary adjustments can be made. After that, the protocol must be dispatched again.
Conclusion
Receipt confirmation ensures that the protocol has reached the responsible recipient correctly.
This step is essential to maintain traceability and transparency in the process, ensuring that routing proceeds in an organized and controlled manner.
Once receipt has been confirmed by all responsible users, the protocol can be closed.