Home screen
The home screen is your hub after login for day-to-day work in the Protocol App. It centralizes status and entry points — it does not replace object or protocol editing.
What the home screen shows
Finished protocols
Under Finished, you find completed protocols that have been signed and finalized. From here you can open the documentation or archive directly.
For the finalize step, see Finish a protocol.
Protocol drafts
Drafts are unfinished protocols — started but not yet signed or finalized. Open a draft to continue capture.
Protocol appointments
Appointments show scheduled protocol work with dates — e.g. upcoming handovers or inspections. That keeps upcoming documentation visible at a glance.
Tasks
Tasks list open defects and to-dos by priority that need attention — e.g. after an inspection or from ongoing protocols.
More on the home screen
- Setup section — quick onboarding for profile, logo, and default workflows (see Quick setup)
- Shortcuts to objects, new protocols, and key modules
Typical next steps
- Complete Quick setup when the setup block is visible
- Read Understanding the Protocol App — objects vs. protocols
- Review workspace and team options under Settings