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Protocols

Protocols are configured in the Administration Module of VisiumKMS. Protocols can be regulatory, statutory, ISO, compliance requirements, etc.

Add Protocols​

  1. Click the Protocols tab, the user will be presented with a blank protocol grid or the default Protocols from an Audit Template.
  2. Click the button Manage Protocols to change or add Protocols, a window will be displayed in a tree view (that can collapse or expand)
  3. Click on the arrow facing right to expand the protocols.
  4. If there are additional arrows facing right, there are additional protocols to expand.
  5. To select a Protocol, click the box.
  6. The user can select the first level of the protocol (Protocol name) and all sub categories will be selected as well, or the user can expand the protocol and select the sub categories.
  7. Click OK. The window will close and the protocol will be added to the grid. the columns will be Protocol, Section, Category, Target Date, Contact Person.
  8. Click in the Target Date field , use the graphical calendar to select a date.
  9. Click in the Contact Person field, type in the person's name.

Delete a Protocol​

To remove a protocol from an audit, do the following:

  1. Click on the Protocols tab

  2. Select the protocol to remove and click the Delete icon to the right of the Contact Person Column

  3. A confirmation message will be displayed, if the user wishes to continue removing the protocol, click OK

Assign a Protocol

To assign a protocol to users, do the following:

Click on the Protocols tab In the Team Members column select the field and select the user(s) you want to assign the protocol to The user(s) name will populate in the field