Prerequisite

• To have access permission to the Consultation menu and its respective consultation menus (e.g., Competency , Evaluation Plan , Employee , Career and Succession , etc.).

Presentation

The query menus centralize the viewing and monitoring of information registered in SoftExpert Competência. In general, the query screens allow you to apply filters, quickly locate records, and analyze data in different views (list, matrices, or analyses), depending on the menu accessed.

How to use the query menus (step by step)

1. Access the Query menu and select the desired query type (for example, Competency , Employee ).

2. Use the available filters to narrow down the results (by code, name, period, team, status, area/function, etc.).

3. Click Search (or equivalent) to display the results.

4. Analyze the returned records and, when available, use the toolbar features (e.g., view data, reports/export, Analytics, and layout adjustments).

5. If the result is not what you expected, adjust the filters and run the search again.

Menus available for consultation

Consult skills

Location: Query > Competency (CO035) .
Objective: to query all competencies registered in the system and analyze their data according to the defined criteria.

Step by step

1. Access the menu Consultation > Competency (CO035) .

2. Use the filters to find what you need. Examples of available filters:

3. Click Search to list the records found.

4. If necessary, use the features available in the toolbar (e.g., layout preview/adjustments) to facilitate analysis.

Consult learning methods

Location: Query > Learning Method (CO040) .
Purpose: to query all registered learning methods and their respective data.

Step by step

1. Access the Query > Learning Method (CO040) menu .
2. Use the available filters to locate the desired method.

3. Click Search to display the results.

4. Open the record to analyze the information as needed.

View assessment plans

Location: Inquiry > Evaluation Plan (CO036) .
Purpose: to view all registered evaluation plans and analyze their settings.

Step by step

1. Access the Consultation > Evaluation Plan (CO036) menu .

2. Fill in the filters as needed (for example, by plan and other available search parameters).

3. Click Search to list the plans found.

4. Use the toolbar features for analysis if necessary (e.g., viewing data, reports/exporting, and layout adjustments).

Consult the evaluation plan implementation report.

Location: Inquiry > Evaluation plan execution (CO037) .
Objective: to view all evaluation plan executions registered in the system and monitor their progress.

Step by step

1. Access the menu Consultation > Evaluation plan execution (CO037) .

2. Use the filters to locate the desired execution (for example: plan, period, and other parameters available on the screen).

3. Click Search to display the found executions.

4. Use the buttons available in the toolbar to support the analysis (for example: view data, Analytics, reports/export and layout adjustments).

View tasks

Location: Query > Tasks (CO034) .
Objective: to track pending tasks for any SoftExpert Competency user, facilitating the monitoring of deadlines and progress of activities.

Track pending tasks

1. Access the menu Consultation > Tasks (CO034) .

2. Select the desired task types to compose the query (for example: Execution and Monitoring tasks ).

3. Use the filters to narrow your search (for example: user, area, and other parameters available on the screen).

4. Click Search to display the list of tasks according to the defined criteria.

5. Analyze deadlines, responsible parties, and the status of the tasks presented.

Employee Consultations

Section overview

The "Consultation > Employee" section centralizes queries related to employees (e.g., talent pool, job requirements, and LNTD matrix). Access the articles below to understand how the employee query menus work:

• Check the job requirements
• Consult collaborators

Career and succession planning consultations

Section overview

The Consultation > Career and Succession section provides various queries for monitoring this topic (e.g., termination, performance vs. potential matrix, promotion opportunities, and potential).
Note : only information to which the logged-in user has access permission will be displayed.

Access the article Consulting Career and Succession Planning to understand how the career and succession planning menus work.

Conclusion

The SoftExpert Competency search menus organize and facilitate the analysis of essential component information — from records (competencies, goals, plans) to monitoring (executions, tasks, matrices, and career and succession). With the consistent use of filters and available analysis tools, it becomes simpler to locate records, track situations, and support management decisions.