How do I create a new protocol?
A new protocol can only be created if:
a session series has been created => How do I create a new session series?
you have write access to the session series => How can another person collaborate on my protocol?
Click on the button + New Protocol in the overview of the session series.
A new window opens. Select whether the last protocol are to be taken over completely, the agenda items/agenda are to be taken over from the last protocol, an empty protocol or protocol are to be opened on the basis of a created protocol template (1.). Then click on the button Open log (2.).
How to create a protocol template is explained by the following helparticle => How do I create a protocol template?
The new protocol is opened and can be edited.
Info: To create a personalised protocol template or protocol invitation that is not displayed in the standard formats, please contact info@smino.ch. We will be happy to make you an offer.
a session series has been created => How do I create a new session series?
you have write access to the session series => How can another person collaborate on my protocol?
Click on the button + New Protocol in the overview of the session series.
A new window opens. Select whether the last protocol are to be taken over completely, the agenda items/agenda are to be taken over from the last protocol, an empty protocol or protocol are to be opened on the basis of a created protocol template (1.). Then click on the button Open log (2.).
How to create a protocol template is explained by the following helparticle => How do I create a protocol template?
The new protocol is opened and can be edited.
Info: To create a personalised protocol template or protocol invitation that is not displayed in the standard formats, please contact info@smino.ch. We will be happy to make you an offer.
Updated on: 25/09/2023
Thank you!