Protocol history
Here you’ll find all created protocols. You can search them, filter by various criteria, download PDFs and switch the list to a clear calendar.
Access
Open the protocol history by:
- Clicking Protocols in the side menu
- From the Dashboard by clicking the Protocols card
- On mobile, via the Protocols icon in the bottom navigation
List and calendar
You can view protocols in two views. The List / Calendar switch is in the top bar (below it on mobile):
- List — a table (on a computer) or cards (on mobile) with search, filters and PDF downloads. This is the default view and is described on this page.
- Calendar — a scheduling overview of protocols over time, suitable for laying out technicians’ work. For details, see the protocol calendar.
Protocol view
Table view (Desktop)
On desktop, protocols are shown in a table with these columns:
| Column | Description |
|---|---|
| Protocol number | Unique protocol number. This column also shows the colored status badge, the revision mark (Rev. 1, Rev. 2 …), the 🕒 Inactive indicator and the edit lock. |
| Client | Client name |
| Service location | The name and address of the work site, possibly the contact person |
| Work date | Date the work was performed |
| Created | Date and time the protocol was created |
| Technician | Technician’s name |
| Deficiencies | Icons of identified deficiencies (organizational, structural, hygienic) |
| Tags | Assigned tags — shown if you have permission to view tags |
| Actions | Download PDF, preview PDF and open the detail |
You can adjust the column widths on a computer by dragging the edge of the header.
Status badges
The colored status badge is shown in the Protocol number column:
| Status | Color | Meaning |
|---|---|---|
| In progress | 🔵 blue | The protocol is being created or edited |
| Scheduled | 🔵 light blue | An in-progress protocol with a future work date (scheduled in the calendar) |
| Under review | 🟣 purple | Submitted for review by a manager |
| Sent | 🟢 green | Sent to the client (final) |
| Returned | 🟠 orange | An in-progress protocol returned by the manager for rework |
| Canceled | 🟠 orange | The protocol has been canceled |
Note: Sent protocols are shown in the list without a colored badge — it is the default final status. The badge therefore highlights only protocols that still require attention. Returned and Canceled have a similar orange color; they differ by name and icon.
For more about statuses and the protocol lifecycle, see the protocol detail.
Additional protocol indicators
Next to the status badge, additional indicators may appear:
| Indicator | Meaning |
|---|---|
| 🕒 Inactive | The protocol has been without activity for a while. The threshold (number of days) is set by the administrator in the protocol settings. Helps you not to forget about in-progress or under-review protocols. |
| Rev. 1, Rev. 2 … | Revision number — the protocol was reopened and edited after being sent |
| Editing by you | You are currently editing this protocol in another window/device |
| Being edited | Another user is currently editing this protocol — wait or contact them |
The inactivity threshold is set by the administrator in protocol settings.
Note: The Editing by you and Being edited indicators appear only for in-progress or under-review protocols. Sent protocols are no longer edited and therefore have no locks.
Card view (Mobile)
On mobile devices, protocols are displayed as cards with key information including the status badge.
Hide columns
Click the columns icon in the toolbar to hide/show individual table columns.
Search
- Enter text in the search field in the top bar
- Results are filtered automatically
You can search by:
- Protocol number
- Client name
- Service location (address)
- Technician name
Filters
Filtering options differ by device.
On a computer
On a computer you filter directly below the table header:
- Text filters — below the Protocol number, Client, Service location and Technician columns.
- Date — click the calendar icon next to the Work date or Created column to select a period (from – to).
- Deficiencies — the Filter button next to the Deficiencies column; you select the types (organizational, structural, hygienic).
- Tags — selection next to the Tags column, if you have permission to view tags.
On mobile
On mobile, tap the Filters button in the top bar. A dialog opens with all filters in one place:
- Protocol number, Client, Service location, Technician
- Protocol status — In progress, Under review, Sent, Canceled
- Type of deficiencies — organizational, structural, hygienic
- Tags (if you have permission)
- Work date and Created (period from – to)
The number of active filters is shown directly on the Filters button.
Clearing filters
When at least one filter is active, the Clear filters button (on a computer) or Clear all button (in the dialog on mobile) appears, which clears all filters at once.
Sorting
Click a column header to change sorting:
- First click: ascending ↑
- Second click: descending ↓
Default sorting is by creation date descending (newest first).
Sharing filters via the page address
All filters, search and sorting are saved to the page address. This means:
- You can share a link with applied filters
- After refreshing the page, filters remain
- You can bookmark a frequently used filter setting
Offline protocols and drafts
The list also shows, at the top of the first page:
- Drafts — draft protocols saved for completion (the Draft badge)
- Offline protocols — protocols created without a connection, waiting for synchronization (the Pending sync badge, or Sync failed)
These items are visually distinguished from already saved protocols. More in offline mode.
Protocol detail
Clicking a row/card opens the protocol detail with a complete overview including the timeline of changes, sections and the option to download the PDF.
PDF documents
Downloading and previewing a PDF
In the Actions column (on a protocol card on mobile) you have two options for each protocol with a generated PDF:
- Download PDF (down arrow icon) — the PDF is downloaded to your device
- PDF preview (eye icon) — the PDF opens in a preview directly in the application
You can also download the PDF from the protocol detail using the Download PDF button.
What the PDF contains
- Header with logo and company info
- Client and address details
- Work details (date, time, type)
- All sections per visibility settings
- Customer and technician signatures
Pagination
For a large number of protocols:
- The default is 20 protocols per page
- You can change the count to 10, 50 or 100
- Use the « and » buttons to navigate between pages
- When changing pages, the list automatically scrolls to the top
Creating a new protocol
From protocol history you can create a new protocol:
- Click the + New protocol button in the page header
- If you have filters applied, you’ll return to the filtered list after creating the protocol
Tips
Tip: To find a protocol quickly, use the protocol number — it’s unique and exact.
Tip: Filters stay in the URL, so you can bookmark a frequently used filter setting.
Tip: In offline mode you only see protocols that were synchronized before going offline, plus locally stored offline protocols and drafts.
Tip: Use the deficiency filter to quickly find protocols with problems at clients.