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1. Go to the protocol module and click Create new.

Landax Help ENG > Create a new protocol template > 1_Opprett ny_Edit.png

2. Select the type for the protocol template by clicking on it.

Landax Help ENG > Create a new protocol template > 2_NY Velg type_Edit.png

Info: Protocol types are indicated by , while templates are represented by .

3. Enter a name and fill in any other fields if applicable. Select the Use as template check box and click Save. To view the protocol overview or create a case, click Save and close form.

Landax Help ENG > Create a new protocol template > 3_Fyll inn og lagre_Edit.png

4. To create a new case in the protocol template, click Create new case.

Landax Help ENG > Create a new protocol template > 4_Opprett ny sak_Edit.png

5. Complete the fields for the case and click Save. To save and create a new case, click New case.

Landax Help ENG > Create a new protocol template > 5_Fyll inn og lagre sak_Edit.png

Note: The form for protocol cases may vary depending on the protocol type. Go to control panel or enable configuration mode to change the field settings. Categories and groups are set up in the control panel for each type.

When the protocol has more than one case, the cases will appear on the left side of the page. Click a case to view or edit it.

Landax Help ENG > Create a new protocol template > Protokollsaker liste fullstendig_Edit.png