Quick start

Get started with the Protocol App — setup, home screen, creating objects, and creating and finishing protocols.

Overview of the app home screen — finished protocols, drafts, appointments, and tasks

Understanding the Protocol App

Short overview — objects as your data hub and protocols as point-in-time documentation

Quick setup from the Start screen

Get the Protocol App running fast — My data, logo, import default setup or build your own

Create and set up an object

Short checklist — core data, contacts, sectors, meters, keys, and optional defects

Create a protocol

Short overview — start a protocol, capture content, finish, and find it in the archive

Finish a protocol

Activate an active license and finalize a signed protocol

Plan inspections, assign team members, and link objects