Protocol history
Here you’ll find all created protocols. You can search them, filter by various criteria and download PDFs.
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
Protocol view
Table view (Desktop)
On desktop, protocols are shown in a table with these columns:
| Column | Description |
|---|---|
| Number | Unique protocol number (also revision number for revisions) |
| Status | Colored badge — In progress, In review, Sent, Returned or Canceled |
| Client | Client name |
| Address | Work site address |
| Work date | Date the work was performed |
| Technician | Technician’s name |
| Created | Date and time the protocol was created |
| Button to download the PDF |
Status badges
Each protocol has a colored status:
| Status | Color | Meaning |
|---|---|---|
| In progress | 🔵 blue | Protocol is being created or edited |
| In 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 | ⚫ gray | Protocol has been canceled |
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 configured 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 — protocol was reopened and edited after being sent |
| You’re editing | 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 configured by the administrator in protocol settings.
Note: The You’re editing and Being edited indicators appear only for in-progress or in-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
Quick search
- Enter text in the search field
- Results are filtered automatically
You can search by:
- Protocol number
- Client name
- Address
- Technician name
Column filtering
Each column header has an input field for filtering by that column.
Advanced filters
Filter by date
Click the calendar icon next to the date column to open the period selector:
- Work date — period when the work was performed
- Creation date — period when the protocol was created
Filter by tags
If you have permission to view tags:
- Click the Tags button in the toolbar
- Select tags by which you want to filter
- Only protocols with the selected tags will appear
Filter by deficiencies
- Click the Deficiencies button in the toolbar
- Select deficiency types:
- Organizational
- Construction
- Hygienic
- Protocols with the selected deficiency types will appear
Advanced filters dialog
Click the filter icon to open a dialog with all filters in one place.
Clearing filters
Active filters appear as chips below the search field. Click X next to a filter to remove it.
Sorting
Click a column header to change sorting:
- First click: ascending ↑
- Second click: descending ↓
Default sorting is by creation date descending (newest first).
URL and sharing filters
All filters are saved to the URL. This means:
- You can share a link with applied filters
- After refreshing the page, filters remain
- The browser back button restores the previous filter setting
Offline protocols and drafts
The list also shows:
- Offline protocols — protocols waiting for synchronization (marked as “Pending sync”)
- Drafts — in-progress protocols (marked as “Draft”)
These items are visually distinguished from synchronized protocols.
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 a PDF
- Click the PDF icon in the protocol row
- Or in the protocol detail, click the Download PDF button
- The PDF is downloaded to your device
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.