SoftExpert APQP/PPAP views
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Prerequisites
- Access to the Consultation > APQP/PPAP (AP007) menu.
- Access the menu Consultation > Activity (AP008).
- Access to the Consultation > Review menu (AP051).
- Access the menu Consultation > Tasks (AP052).
Presentation
The query menus are available to facilitate the control of records and the viewing of registered information.
See the available queries in SoftExpert APQP/PPAP:
Consult APQP/PPAP
It allows you to view the APQP/PPAPs registered in the system, enabling you to view the progress of the studies, their main data, associated activities, and execution history.
1. Access the menu Consult > APQP/PPAP (AP007).
2. In the search filters panel, you can apply criteria to locate specific APQP/PPAPs.
3. Fill in the filters according to the needs of the query.
4. Click SEARCH and select the desired APQP/PPAP.
Advanced query filters
Use the filters described below to locate the desired record(s) using specific information. To use them, go to the Search Filters panel and click the button 
to add filters.
APQP/PPAP
- Identifier : Enter the identifier of the APQP/PPAP to be consulted.
- Name : Please provide the name of the APQP/PPAP project.
- APQP/PPAP type : select the type associated with the study.
- Item : Please specify the item related to APQP/PPAP.
- Customer : select the associated customer.
- Responsible party : specify the user responsible for APQP/PPAP.
- Team : Inform the responsible team.
- Status : Select the APQP/PPAP status (Planning, Execution, Under Review, Completed, among others).
- Creation date : specify the period in which the APQP/PPAP was registered.
Activities
Using this filter, it is possible to locate APQP/PPAPs based on information related to the activities:
- Form : select the form associated with the activity.
- Person responsible for the activity : specify the user or team responsible.
- Activity status : select between “Starting”, “In progress”, “Under approval” or “Completed”.
- Planned date : specify the planned period for carrying out the activity.
- Actual date : specify the actual period during which the activity was carried out.
APQP/PPAP Attributes
Click the Add attribute button and select:
- The desired attribute ;
- The comparison operator ;
- The value associated with the record you wish to view.
To include more than one attribute, use the Add attribute option again and repeat the procedure.
After adding the desired attributes, click Apply .
5. Use other toolbar features to view more details about the records:
 |
Click this button to view the APQP/PPAP data. |
 |
Click this button and use the SoftExpert Analytics feature to analyze the query results. |
 |
Expand this button to configure and generate query reports and other available menu options. |
6. Use the More button to insert constants, customize options, etc.
For more information on how the query screens work, click here.
Consult APQP/PPAP activities
It allows you to view the APQP/PPAP activities registered in the system, enabling you to track the progress of the projects, identify those responsible, check deadlines, and analyze the status of the activities throughout the study's lifecycle.
1. Access the menu Consultation > Activity (AP008).
2. In the search filters panel, fill in the filters to locate specific APQP/PPAP activities.
3. Click on SEARCH.
4. Select the desired activity from the list provided.
Advanced query filters
Use the filters described below to locate the desired record(s) using specific information. To use them, go to the Search Filters panel and click the button to add filters.
Activity
- Identifier : Enter the identifier of the activity to be consulted.
- Name : Please provide the name of the activity.
- Form : select the form associated with the activity.
- Status : select the status of the activity (“Starting”, “In progress”, “Under approval” or “Completed”).
- Planned date : specify the planned start and end dates for the activity.
- Actual date : specify the actual period during which the activity was carried out.
- Developer : Inform the user or team responsible for implementation.
- Approver : Specify the user, team, or script responsible for approval, when applicable.
APQP/PPAP
Using this filter, it is possible to locate activities based on the APQP/PPAP information to which they are associated:
APQP/PPAP identifier: enter the study code.
- APQP/PPAP Name : Please provide the name of the APQP/PPAP.
- APQP/PPAP Type : Select the associated type.
- Item : Please specify the item related to APQP/PPAP.
- Client : select the client linked to the study.
- Responsible for APQP/PPAP : specify the main person responsible.
- APQP/PPAP Team : Inform the associated team.
Activity attributes
Click the Add attribute button and select:
- The desired attribute ;
- The comparison operator ;
- The value associated with the activity you wish to view.
To include more than one attribute, use the Add attribute option again and repeat the procedure.
After adding the desired attributes, click Apply .
5. Use other toolbar features to view more details about the records:
|
Click this button to view the activity data. |
|
Click this button and use the SoftExpert Analytics feature to analyze the query results. |
|
Expand this button to configure and generate query reports and other available menu options. |
6. Use the More button to insert constants, customize options, etc.
For more information on how the query screens work, click here.
Consult APQP/PPAP revisions
It allows you to view the APQP/PPAP revisions registered in the system, enabling you to track the history of changes, identify those responsible, check the status of revisions, and ensure the traceability of changes made to the studies.
1. Access the menu Consultation > Review (AP051).
2. In the search filters panel, you can apply criteria to locate specific APQP/PPAP revisions.
3. Fill in the filters to locate the records and click SEARCH.
4. Select the desired revision.
Advanced query filters
Use the filters described below to locate the desired record(s) using specific information. To use them, go to the Search Filters panel and click the button to add filters.
Revision
- Identifier: Enter the identifier of the revision to be consulted.
- Object type: select the object type associated with the review (APQP/PPAP).
- Revision number: Please provide the revision number.
- Status: select the status of the review (Under review, Under approval, Approved, Rejected, Cancelled, among others).
- Opening date: specify the period in which the review was initiated.
- Closing date: specify the period in which the review will be completed.
- Requester: inform the user who requested the review.
APQP/PPAP
Using this filter, it is possible to locate revisions based on the APQP/PPAP information to which they are associated:
- APQP/PPAP identifier: enter the study code.
- APQP/PPAP Name: Please provide the APQP/PPAP name.
- APQP/PPAP type: select the associated type.
- Item: Please specify the item related to APQP/PPAP.
- Client: select the client linked to the study.
- Responsible for APQP/PPAP: specify the main person responsible.
Review attributes
Click the Add attribute button and select:
- The desired attribute;
- The comparison operator;
- The price associated with the review you wish to inquire about.
To include more than one attribute, use the Add attribute option again and repeat the procedure.
After adding the desired attributes, click Apply.
5. Use other toolbar features to view more details about the records:
|
Click this button to view the activity data. |
|
Click this button and use the SoftExpert Analytics feature to analyze the query results. |
|
Expand this button to configure and generate query reports and other available menu options. |
6. Use the More button to insert constants, customize options, etc.
For more information on how the query screens work, click here.
Consult APQP/PPAP tasks
It allows you to view and track the pending task records of any system user, enabling monitoring of deadlines and activity completion.
1. Access the menu Query > Tasks (AP052).
2. In the Search Filters panel, locate the Task Type filter and click the Select a task type button . Then, fill in the available fields:
- Tasks : Select the tasks generated in the system that you wish to view. Use the side buttons to expand the list, select all tasks, or clear the selections.
- User : Select the user responsible for the task. You can choose a specific user, fill in the user's own information, or clear the field.
- Function : Select the function responsible for the task. Use the auxiliary buttons to select, autofill, or clear the field.
- Area : Select the area responsible for the task. You can also select a specific area, fill in the area itself, or clear the field.
- Display sublevel records : check this option to include records.
3. After filling in the desired fields, click the SEARCH button in the Task Type filter . The selected tasks will be displayed in the filter itself.
If the result is not as expected, adjust the filters and repeat the procedure until you obtain the desired tasks.
4. By default, all returned tasks will be selected. Keep selected only the tasks you wish to view and click Apply. The selected tasks will be displayed in the Search Filters panel, within the Task Type filter.
5. When you click on a task in the Search Filters panel, the corresponding pending records will be displayed on the main screen.
For more information on how the query screens work, click here.
Conclusion
In this way, the records can be consulted in SoftExpert APQP/PPAP.