Administration - 3.0.0

In version 3.0, the system keeps moving forward when it comes to standardzing data management.

This centralization makes for a simpler and more efficient user experience, allowing data maintenance to be carried out in a single place.

The result is greater consistency among the modules, as well as greater agility for those who manage or use this information in the system.

In this version, the menus of several modules have been unified and are now centralized in SoftExpert Administration.

The menus that have been centralized in SoftExpert Administration are specified in the tables below.

The team menus have been unified and centralized in the Team (AD015) menu:

Module	Path > Old menu
Performance	Configuration > Team (STM034)
Analytics	Configuration > Team (AN008)
Asset	Configuration > Team (AS045)
Audit	Configuration > Team (AU018)
SPC	Configuration > Team (SP013)
Competence	Configuration > Team (CO017)
Time control	Configuration > Team (TC023)
Performance	Configuration > Team (ST022)
Document	Configuration > Team (DC030)
FMEA	Configuration > Team (FM022)
Form	Configuration > Team (FO020)
Inspection	Configuration > Team (IP037)
Supply	Configuration > Team (SU016)
PDM	Configuration > Team (IT024)
Action plan	Configuration > Team (PL014)
Portfolio	Configuration > Team (PF016)
Process	Configuration > Team (PM004)
Project	Configuration > Team (PR026)
Protocol	Configuration > Team (PT014)
Survey	Configuration > Team (SV014)
Risk	Configuration > Team (RI102)
Request	Configuration > Team (SR010)
Training	Configuration > Team (TR021)
Storeroom	Configuration > Team (STM034)

The template menus have been unified and centralized in the Template (AD028) menu:

Module	Path > Old menu
Performance	Configuration > Template (ST026)
Document	Configuration > Document > Template (DC039)
Form	Configuration > Template (FO015)
PDM	Configuration > Item > Template (IT036)
Process	Configuration > Template (PM008)
Survey	Configuration > Template (SV026)
Document	Configuration > Document (DC041)
PDM	Configuration > Item (IT038)

The checklist menus have been unified and centralized in the Checklist (AD046) menu:

Module	Path > Old menu
Storeroom	Configuration > Checklist (STM036)
APQP/PPAP	Configuration > Checklist (AP040)
Asset	Configuration > Checklist (AS046)
Audit	Configuration > Checklist (AU019)
Competence	Configuration > Checklist (CO047)
Time control	Configuration > Checklist (TC024)
Performance	Configuration > Checklist (ST023)
Document	Configuration > Checklist (DC031)
FMEA	Configuration > Checklist (FM037)
Form	Configuration > Checklist (FO024)
Inspection	Configuration > Checklist (IP061)
Supply	Configuration > Checklist (SU032)
MSA	Configuration > Checklist (MS007)
PDM	Configuration > Checklist (IT025)
Action plan	Configuration > Checklist (PL013)
Portfolio	Configuration > Checklist (PF017)
Process	Configuration > Checklist (PM005)
Project	Configuration > Checklist (PR027)
Survey	Configuration > Checklist (SV015)
Risk	Configuration > Checklist (SR010)
Request	Configuration > Checklist (RI103)
Training	Configuration > Checklist (TR022)

The attribute menus have been unified and centralized in the Attribute (AD014) menu:

Module	Path > Old menu
Storeroom	Configuration > Attribute (STM033)
APQP/PPAP	Configuration > Attribute (AP039)
Asset	Configuration > Attribute (AS044)
Audit	Configuration > Attribute (AU017)
SPC	Configuration > Attribute (SP012)
Time control	Configuration > Attribute (TC022)
Performance	Configuration > Attribute (ST021)
Document	Configuration > Attribute (DC029)
FMEA	Configuration > Attribute (FM021)
Inspection	Configuration > Attribute (IP036)
Supply	Configuration > Attribute (SU015)
MSA	Configuration > Attribute (MS006)
PDM	Configuration > Attribute (IT023)
Action plan	Configuration > Attribute (PL012)
Portfolio	Configuration > Attribute (PF015)
Process	Configuration > Attribute (PM003)
Project	Configuration > Attribute (PR025)
Protocol	Configuration > Attribute (PT013)
Survey	Configuration > Attribute (SV013)
Risk	Configuration > Attribute (RI101)
Request	Configuration > Attribute (SR009)
Training	Configuration > Attribute (TR020)

The resource menus have been unified and centralized in the Resource (AD056) menu:

Module	Path > Old menu
Time control	File > Resource (TC003)
Maintenance	File > Resource (MA052)
Process	File > Resource (PM010)

The object menus have been unified and centralized in the Object (AD043) menu:

Module	Path > Old menu
SPC	File > Object (SP020)
FMEA	File > Object (FM003)
Workflow	File > Object (WF009)

The reason menus have been unified and centralized in the new Reason (AD074) menu, available in SoftExpert Administration:

Module	Path > Old menu
APQP/PPAP	Configuration > Revision > Reason (AP058)
Asset	Configuration > Revision > Reason (AS062)
Performance	Configuration > Revision > Reason (ST039)
Document	Configuration > Revision > Reason (DC038)
FMEA	Configuration > Revision > Reason (FM028)
Form	Configuration > Revision > Reason (FO023)
Supply	Configuration > Revision > Reason (SU024)
PDM	Configuration > Revision > Reason (IT041)
Process	Configuration > Revision > Reason (PM049)
Survey	Configuration > Revision > Reason (SV022)
Risk	Configuration > Revision > Reason (RI122)
Training	Configuration > Revision > Reason (TR043)

The characteristic type, item, and classification menus have been unified and centralized in the new Characteristic type (AD072) menu, available in SoftExpert Administration:

Module	Path > Old menu
Supply	Characteristic type (SU022)
PDM	Configuration > Item (IT039)
Process	Configuration > Classification (PM051)

The symbol menus have been unified and centralized in the new Symbol (AD073) menu, available in SoftExpert Administration:

Module	Path > Old menu
FMEA	Configuration > Symbol (SU022)
Supply	Configuration > Symbol (IT039)
PDM	Configuration > Symbol (PM051)
Process	Configuration > Symbol (PM053)

The characteristic menus have been unified and centralized in the new Characteristic (AD075) menu, available in SoftExpert Administration:

Module	Path > Old menu
SPC	File > Characteristic (FM041)
FMEA	File > Characteristic (SU021)
PDM	File > Characteristic (PM053)
Process	File > Characteristic (PM053)

The work shift menus have been unified and centralized in the new Work shift (AD076) menu, available in SoftExpert Administration:

Module	Path > Old menu
SPC	Configuration > Work shift (SP016)
Inspection	Configuração > Work shift (IP065)
Training	Configuration > Work shift (TR042)

The document, procedure, and information menus have been unified and centralized in the new Information (AD079) menu, available in SoftExpert Administration:

Module	Path > Old menu
PDM	File > Document (IT003)
Maintenance	File > Procedure (MA053)
Process	File > Information (PM016)

The document type, procedure type, and information type menus have been unified and centralized in the new Information type (AD078) menu, available in SoftExpert Administration:

Module	Path > Old menu
PDM	Configuration > Document type (IT028)
Maintenance	Configuration > Procedure type (MA055)
Process	Configuration > Information type (PM037)

The digital signature menu has been unified and centralized in the new Digital signature (AD077) menu, available in SoftExpert Administration:

Module	Path > Old menu
Document	Configuration > Document > Digital signature (DC060)

Task center

The Task center is an evolution of the old My tasks menu, now with a more modern and efficient proposal.

Previously, the user needed to access different screens in order to execute activities such as revisions, revalidations, etc.

With the new Center, all tasks are gathered in a single optimized environment, which allows for a more fluid and centralized navigation.

This redesign brings about greater convenience to the day-to-day routine, as it allows for viewing, filtering, and executing tasks of different types in a single place.

Find out more about the new features:

New main screen with intelligent features

SoftExpert Suite version 3.0 brings a modern and standardized interface to the following menus:

Activity (AD001)
Measurement unit (AD020)
Position requirements: Authority/Responsibility (AD023)
Position requirements: Experience (AD024)
Educational level (AD025)
Cause (AD063)
Defect (AD071)
Characteristic type (AD072)
Reason (AD074)
Work shift (AD076)

With optimized filters and a new functional listing, it is much easier to view, locate, and manage records. Now, it is possible to create items from scratch, import templates, or use the Ask AI feature.

Immediate benefits of this screen:

Export of data from lists for reuse in other environments
Individual record editing
Mass change and deletion
Integration with APIs for automation
Direct access to records with two clicks

These improvements have been developed to eliminate repetitive steps and make your routine even more productive.

With the new screen, the the system provides a more agile and efficient user experience that is aligned with the needs of your organization.

The "Ask AI" feature will only be available to organizations that are Cloud customers and have SoftExpert Copilot.
In order for this resource to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.

AI chat to add records

Adding records through the following menus has become much easier:

Activity (AD001)
Measurement unit (AD020)
Position requirements: Authority/Responsibility (AD023)
Position requirements: Experience (AD024)
Educational level (AD025)
Defect (AD071)
Characteristic type (AD072)
Work shift (AD076)

With the new AI chat feature, you just need to write what you want with simple phrases, and the system takes care of filling everything out.

See how this feature works:

Type what you want in a text field, as if it was a conversation.
Choose among the suggestions the system will present.
The system will add the record automatically from the chosen example.

Available only to customers that use the SoftExpert cloud platform and have SoftExpert Copilot.
In order for this resource to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.

addMeasUnity SOAP web service replaced with REST

In version 3.1.0, the addMeasUnity SOAP web service will be discontinued.

To replace it, a REST API will be made available for measurement unit creation; it provides the same resources as those of the SOAP web service, but with a modern architecture that is compatible with the REST standard.

The full documentation of the new API can be accessed through this link:

See the latest improvements made to this module:

Hello, how can we help you?

Administration - 3.0.0

Menu centralization

Task center

New main screen with intelligent features

AI chat to add records

addMeasUnity SOAP web service replaced with REST

Was this article helpful?

Hello, how can we help you?

Administration - 3.0.0

Menu centralization

Task center

New main screen with intelligent features

AI chat to add records

addMeasUnity SOAP web service replaced with REST

Related articles:

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