There are differences between :

To see a quick comparison between these elements and understand the different statuses (such as Published, Active, or In Progress), read the article: Understanding forms, playbooks and their differences.

This article is more about using a playbook within the confines of the template it is based on, not about setting up those templates (find that other article here).

To view the list of playbooks that are active and in progress as protocols, click in the main menu on :

You will see all the playbooks that have been launched at that current moment and you will be able to filter them by different characteristics and view them in two modes (circled above in purple):

The list includes several columns through which you can narrow your search. These columns vary by display type.

All the protocols that have been launched, at one time or another, appear in this list. The differences with the display by step will be detailed in that section, but you can organize and filter this list according to the following columns:

Indicates if the protocol is :

Indicates basic patient information:

This column also provides direct access to the patient record by clicking on the file icon.

Indicates the basic information of the protocol:

Informs about the protocol's number of days of operation:

Details the use of monitoring devices:

N.B.

Depending on the relevance for your use, you can choose which columns are visible, by clicking on :

The same thing can be done in display by step, described below.

This display mode shows all the steps of all the protocols launched for all your patients. It is useful, in particular, to see the different steps related to the same patient or to the same member of the medical team. It will be particularly useful to filter by the content of the columns, given the amount of data displayed, or simply to search for items in the search bar.

Moreover, one of the differences from the display by protocol is the combination and simplification in one column of the general informations of the protocol and the patient.

The "My steps" view is very useful to see which steps have missed their deadline and which manual steps need to be scheduled.

N.B.

If you are in "My Steps" and do not see any steps, there may be none directly related to you. Instead, click on "All" to see everything.

Indicates if the step is either :

Provides a summary of the basic informations of both the patient and the protocol in question:

Further details of the step presented:

Informs about the times and methods of activation of the step:

Indicates the time window in which the step should end (it is possible for a Manual step that this has not yet been determined):

Indicates the people involved in the completion of this step. Here is also how to quickly differentiate their role by what appears in the circle:

This article discusses how to start a protocol. Please refer to the following articles to see how to create a playbook template or to see the difference between protocols, playbooks and forms. For our current article, protocols use the framework predetermined by their parent playbook template and, in general, can only be filled in, not modified (the only modification possible is the selection of a manual date).

In this sense, to launch a protocol, click on the blue button "Start a protocol".

This will open a page where you will see three different sections:

We will go over these sections, one at a time.

If the subject already exists in your directory, you can find them quickly by clicking "Select".

If you want to create a new patient record instead, you have two choices. You can do so in two different ways:

A) In the "Subjects" menu of your interface (Learn more)

B) Directly in the protocol you are putting together for them

If caregivers are already added to the subject's file, they can be selected in that section. Otherwise, they can be added, in a similar way to subjects, directly as part of the protocol launch.

To launch a protocol you must first choose which template (playbook) it is based on.

If the protocol you want to use does not exist yet, you can create it in the control panel. Read this article about creating a playbook to learn more.

You can now click on "Select" to add it.

You will see the information of the template’s creator as well as the version of the protocol that you are deploying.

This section contains the people involved in this particular protocol launch. You can find:

N.B.

Don't forget to complete the process when launching a new protocol and click the "Launch Protocol" button! Generally speaking, the modifications in LeoMed are saved automatically, but at the time of a new launching, an undeployed protocol (or whose launch process is not completed) is not saved.

Whether it's a brand new protocol that has just been launched or one that has been active for some time, when you click on one, here are the three sections that can be tailored to your needs:

For more details, read the article on creating a playbook template; these sections are further detailed. Below is a summary :

You can see the different steps of your protocol, as well as their :

Also, icons at the end of each step have different meanings:

Add, remove, or replace people active in that protocol or the roles assigned to them.

Reminder: the titles assigned within a particular protocol are initially derived from user profiles (for those who have one), but may have been changed in the Playbook template without inversely affecting those profiles, nor the other Protocols where their roles/titles may vary. All these instances remain independent.

This contains all the information added when the protocol is launched, i.e. :

N.B.

To review the details of a protocol in more depth, read the article on creating a playbook template on which the protocol is based.

And to learn the difference between the two (and forms as well) read Understanding Forms, Playbooks and Their Differences.