In the context menu of a bank, you can use the item Display protocol to open a dialog box containing all entries from the customer protocols retrieved from this bank so far. The number of entries is displayed below. You can scroll through the protocol entries, sort them, filter them, and print them. The currently set protocol format is located behind the context menu item Display protocol and in the title bar of the dialog box. The representation within the dialog box depends on the format. PTK is simple text on pages that can be continuously scrolled through or jumped to using a horizontal scale. HAC is structured in columns (Date/Time, Order (order type or BTF and order number), Subscriber (user name)). The columns Action and Message are particularly useful for tracking processes and errors.

Figure: Dialog box for a protocol from a bank in HAC format

Note: If you receive a message when clicking the menu item stating that there are no protocol entries in this format, check the following: The correct format (PTK, HSR, or HAC) must be set under Bank properties – Customer protocol. Files may have been retrieved in the specified format, but no post-processing has been performed yet. You can repeat this under Orders – Retrieved Files. The protocol entries can then be viewed here.

Detailed view of a protocol entry

By double-clicking a row, you can open the log entry in a detailed view. The information from the columns is displayed here row by row. This makes longer entries easier to read, which is particularly useful for the Message column, as it may contain, among other things, the complete accompanying ticket for the order.

Figure: Detailed view of a protocol entry

Retrieve protocol

This button is available depending on the format. If entries in HAC format are missing e.g., due to a provision error at the bank, you can retrieve protocols that have previously been retrieved using a period retrieval, or retrieve entries from the current provision. This button is similar to the function Retrieve file from the bank, which is available in the Retrieved Files view, in the toolbar, in the Actions menu, and in any bank's context menu. In contrast to file retrieval, however, protocol retrieval here refers to protocol entries that have already been processed.

Filter

You can filter a comprehensive protocol to view or print only specific entries, e.g., protocol entries from the day before yesterday to today where the order number begins with Z and the order type contains CTV. To filter by date, first select the desired relation from the drop-down list and then select a date or date range. Select the desired location for order type and order number from the drop-down list and enter your search term in the input field. You can also exclude the occurrence of the search term. Clicking OK filters the protocol entries and displays the number of entries that match the terms below the list. Reset removes the entries from the fields. Cancel removes the filter without resetting the fields.

You can print the protocol entries from the display to a PDF file. This contains more details, in particular about the messages, as well as customer and subscriber IDs. If there are a large number of protocol entries, you will first be advised that you can reduce the volume using the filter function. Printing extensive protocols may take a while.

Note: You can also view and print the protocol entries for a single order in the perspective Orders under Electronic distributed signature for signed and cancelled orders.