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The protocols module allows electronic processing of protocols with a standardized form (about measurement, inspection, meeting, etc.) including the insertion of the signature of the protocol processor and sending by e-mail.
Create any number of protocol types designed exactly for your business workflows. Define sections, name fields and set default values – once configured, users complete protocols in minutes. The standardized form ensures fast and error-free processing of records.
Choose the right input type for each field: text, number, date, dropdown list, table, formula with calculation, or an electronic signature field. The processor signature is inserted directly from stored user signatures – no paper, no scanning.
Convert a completed protocol to PDF with company logo and protocol number in one click. Send the PDF directly from the application to the customer by email, or print it. Email subject and body can be preset for each protocol type separately.
Each protocol moves through clearly defined statuses: Created – Submitted – Completed. Filter your own protocols or all records by year, type or custom fields. Administrators can restrict the transition to Completed status to authorized users only.
What you can use the Protocols module for:
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Measurement and inspection records
Standardized recording of measurement results, technical inspections and audits. Serial number fields for measured devices are pulled directly from the asset register.
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Meeting and discussion minutes
Quick recording of meetings with automatic date, participant and signature completion. Send the protocol directly by email to all participants.
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Pre-filled default field values
Recurring values are filled in automatically. Users only enter what changes – saving time and eliminating transcription errors.
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Electronic signature of the processor
Each user uploads their signature or stamp once. When signing a protocol, the signature is inserted automatically – quickly and reliably.
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Custom protocol numbering with prefix and year
Set the protocol number format with prefix, year and digit count. Numbers are assigned automatically and their uniqueness is verified.
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PDF attachments embedded in the protocol
Attach a PDF file to the protocol, which is automatically appended to the end of the generated document. All documentation stays together in one place.
Help/Wiki for this module can be found at: https://wiki.eintranet.net/en/modul/68/protocols
Protocols done fast, correctly and always within reach
Stop filling in paper forms or complex Excel spreadsheets. The Protocols module in eIntranet ensures that every record is standardized, signed and instantly available. Save time for your technicians and your administration team alike.
Fast and efficient recording of work progress reports
The Reports tool from eIntranet.net simplifies the creation, signing, and distribution of documents within a company. With its predefined template system, you can create a measurement, inspection, or meeting report in just a few clicks.
- Standardized form – quickly fill in the required information and ensure a consistent structure across the organization.
- Electronic signature – the protocol processor signs the document directly within the web application, eliminating paper flow and enhancing data security.
- Automatic email delivery – the report is immediately sent to selected recipients with options for reminders and delivery tracking.
- Time savings and error reduction – automatic field completion and input validation minimize human mistakes and cut the time needed to produce a document by 40 %.
- ERP module compatibility – data from reports can be easily linked to other modules (e.g., HR, inventory) for a comprehensive audit trail.
Implement Reports and gain a fast, secure, and digital workflow for work documents—try it today!