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Frequently asked questions

FAQ's

What is the difference between the Standard License & the Premium Subscription?

Standard license:

  • 4 minutes templates incl. standard agenda items
  • unlimited protocol sending

Premium subscription:

  • More than 20 minutes including standard agenda items
  • unlimited protocol sending
  • Logo editable in header line
  • Logo can be defined per project
  • Support further development of the app
How do I create a new project?

Under the settings you will find the item Project Basic Data. With a "click" on the +, you can open a new project

  

 

How do I create a session series?

With a "click" on the green + you create a session row. Important: You can only create a series of sessions if a project has been entered.

How do I define a different logo?

Under the settings you will find the item General, there you can now define the logo accordingly (Only included in the premium subscription).

How do I define a logo per project?

Under Settings / Project Basic Data / Project you can customize the logo per project as desired.

Important: Only included in the premium subscription.

How do I change the system language?

Under the settings you will find the item General, where you can now select one of the five system languages.

How do I copy a protocol?

You can easily copy a log that you have created:

Android: Long press on the already created log, then select copy.

IOS: "wipe" to the left on the corresponding log with your finger, then select copy.

How do I create a data backup?

Under the item Settings you will find the category "Data Backup". With a "click" on the button you can save your data locally on the corresponding device. The data will be saved on your device under Files.

How do I load my created backup onto the device?

You can access your files by clicking the Restore Backup button. From there, you can select the file you want to restore.

Document lock with signature

Minutes may be signed in writing to confirm their accuracy. The minutes that have been signed cannot be edited again.

How do I move the agenda items/topics in the minutes?

If you want to move a log entry or even an entire topic, keep your finger on the entry you want to move for a longer period of time, after which you can reposition it as you wish.

How do I classify a log entry?

Each log entry can be classified as information, task or resolution.

Information: This serves simply as information.

Task: This is a task and can, for example, be assigned to an employee.

Resolution: A resolution shows what was decided at the meeting.

 

How do I save the protocol on the device?

When you have created the protocol, you will find the Save button in the upper left corner under the item Send PDF &. You will then find the created protocol among the files on your device.

What is the meaning of the log number?

The log number is composed of the date and time.

Example: Date (red) & Time(green)

How do I create a CSV?

To create a CSV, press the "CSV" button under the "Agenda" section.

 

Select "Create Template" to generate a CSV template.

 

The template has now been filed under your documents.

 

The template must be filled in the following way:

Note: The data must be filled as specified, so that the CSV can be implemented error-free in the DokPro application.
(Click on image to view full size)

 

Now press "Select CSV" and import your CSV into the application. When you have finished this step, the following message will appear.

 

Now you can insert the project, location and room. After that press "OK".

 

The pending items listed in the CSV have been imported successfully.

How are protocol templates created?

Select "Protocol templates" in the settings.

Then press the plus in the upper right corner.

First of all, in general, enter the desired name of the protocol and the type of session in the title.

Continue by clicking on Participants. Then click on the plus in the upper right corner. Here you can either add an already saved participant in the address book or fill in the fields directly. Add the participant with "OK" in the upper right corner.

Continue by clicking on Agenda items. Then click on the plus at the top right. Enter the topic to be discussed here and close with "OK". Now there is a green plus next to the entry. Click on it and enter the desired information.

How are test objects created?

Select "Test object templates" in the settings.

Then click on the plus in the upper right corner.

First enter the title of the test object. Then click on the green plus at the bottom.

Enter the title you need, e.g. Screw. Then enter the desired text e.g. there is a screw missing in xy area. You can create as many test positions as needed and also add the desired designation.

Now click on "OK" in the upper right corner. Now the test object is created.

How do I apply the test objects?

Click the green plus on the main page. Or reuse already created protocols.

Either select a standard protocol or create a new one.

Select standard tracts if you need them. Then fill in the title and everything else.

In the agenda, go to the corresponding topic and click on the green plus.

Click on "Test object" in the classification. Then click on "Object". Now all created test objects are displayed. Select the desired test object.

In the "Test position list" you can either create one yourself by clicking on the green plus. Or you can select the green sheet and choose the already created test positions.

With ,,OK'' the page is left and you return to the protocol.

How do I generate a pending list?

Click the green plus on the main page. Or reuse already created protocols.

Either select a standard protocol or create a new one.

Select standard tracts if you need them. Then fill in the title and everything else.

In the agenda, go to the corresponding topic and click on the green plus.

Click on "Pending" in the classification. Then enter the desired text plus who is responsible for it. At "when" you can select the date until when it has to be done.

With ,,OK'' the page is left and you return to the protocol.

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