Create protocol
This section covers creating and completing protocols — from choosing an object to archiving the result.
Special case: takeback and handover
When tenants change, you often document takeback and handover in sequence on the same object — including media reuse and optional appointments for both parties. See Takeback and handover in one process.
Short workflow
- Select object and context (create a draft)
- Walk through areas (sectors) — text, photos, videos, meters, defects
- Review and complete — PDF/email depending on settings
Step-by-step guide: Generate a protocol.
Prerequisites
- A maintained object with the data you need on site
- Templates and checklists from your sector setup (Understanding the app)
After completion
Finished protocols are stored in the archive and can be shared with contacts or via the web viewer.