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SoftExpert Document views

 

Prerequisites:

  • Access to the View > Copy (DC025) menu.
  • Access to the View > Document (DC021) menu.
  • Access to the View > Document X training (DC057) menu.
  • Access to the View > Document transmittal form (DC026) menu.
  • Access to the View > Revalidation (DC023) menu.
  • Access to the View > Revision (DC022) menu.
  • Access to the View > Tasks (DC028) menu.

 

Introduction

To facilitate controlling records and viewing recorded information, view menus are made available.

See the views available in SoftExpert Document:

Copy view

This menu allows viewing the protocols generated during the distribution of the printed copies of the documents created in the system.

1. Access the View > Copy (DC025) menu.

2. Use the Search filters to find the desired copy and click on Search.

3. Click on the button to view the data of the selected copy.

4. Select a copy in the list of records on the main screen and click on to check the controlled and uncontrolled copy reports.

 
 

Document View 

This menu allows the user to view the documents recorded in the system. The documents and available operations will be displayed based on the permissions granted in the Security of the document.

1. Access the View > Document (DC021) menu.

2. Use the Search filters to find the desired document and click on the Search button.

3. Select a document on the main screen and click on to view its data.

4. Once the document is selected, click on to view the electronic file.

 
 

Document X training view

Allows for viewing the status of trainings related to documents with the Training control configured in their category. 

1. Access the View > Document X training (DC057) menu.

2. Use the Search filters to find the desired document and click on Search.

3. Select the desired document on the main screen and click on to view its data.

 
 

Document transmittal form view

Allows for viewing the document transmittal forms recorded in the system.

1. Access the View > Document transmittal form (DC026) menu.

2. Use the Search filters to find the document transmittal form and click on Search.

3. Select the desired transmittal form and click on the button to view its data.

 
 

Revalidation view

Allows for viewing the revalidations performed in the documents recorded in the system.

1. Access the View > Revalidation (DC023) menu.

2. Use the Search filters to find the desired document and click on Search.

3. Click on the button to view the revalidations of the document selected in the list of records.

 
 

View revision

Allows for viewing the revisions performed in the documents recorded in the system. 

1. Access the View > Revision (DC022) menu.

2. Use the Search filters to find the desired document and click on Search

3. Select the document in the list of records and click on the button to view its data.

4. Click on More on the toolbar and use the option to Compare revisions or Compare to prior revision of the document.

 
 

View tasks

Allows for tracking the to-do tasks of SoftExpert Document users. 

1. Access the View > Tasks (DC028) menu.

2. On the Task type filter on the left side of the screen, click on Select task type.

3. On the panel that will be opened, fill out the Task, User, Position, or Department field. 

4. Click on Search for the tasks to be displayed. Select the desired tasks and click on Apply.

5. Click on the button to view the data of the selected task.

 
 

Learn more about view screens here.

 

 

Conclusion

Viewing documents aids in tracking and managing them.


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