SoftExpert Inspection tasks
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Prerequisite
- Access the My Tasks menu.
Presentation
The system generates records for users to perform specific actions, called tasks. These are divided into two categories: Execution and Monitoring.
Follow-up tasks do not need to be performed by the user, although they are responsible for them. In SoftExpert Inspection, follow-up tasks are not generated.
On the other hand, execution tasks need to be completed by the user within a defined timeframe.
See the details about the SoftExpert Inspection tasks below:
Execution tasks
| Who receives | Users who are members of the responsible script defined for each stage of the inspection workflow. |
| When | When sending the receipt to the next stage of the configured inspection workflow. |
| Purpose | Approve the execution of the identification, inspection, qualification, or release stage, according to the configured workflow. |
- The steps in the inspection workflow are only approved when there is a defined responsible roadmap for each one.
- The Checklist tab will only be displayed in the task when the script responsible for approving the inspection stage has an associated checklist.
- The "Route" tab will only be displayed if the responsible route is configured to allow the user to edit the approval workflow.
- If the receiving process is approved, it will proceed to the next step in the workflow configured in the inspection form. If it is rejected, it will automatically return to the previous step.
| Who receives | Users who are members of the roadmap responsible for production inspection. |
| When | Upon completing a production inspection. |
| Purpose | Approve the execution of the production inspection and record the identification number. |
If all the information is correct, use the Approve button to end the inspection. If there are inconsistencies, use the Reject button to restart the inspection.
| Who receives | User or team responsible for performing the production inspection. |
| When | A test record is registered in the production inspection. |
| Purpose | Perform inspection of the characteristics of the item or activity of the process. |
| Who receives | Users who are members of the responsible script defined for each stage of the inspection workflow. |
| When | The receipt process triggers the execution steps according to the workflow defined in the inspection sheet . |
| Purpose |
Complete the receiving stage:
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After completing a step, it is necessary to close it, either by forwarding the receipt to the next phase of the workflow or returning it to the previous one.
To proceed to the next step, click Submit to next step . If approval is configured, the receipt will be sent for approval; otherwise, it will proceed directly to the next step.
To return to the previous step, click on Return to previous step . The receipt will be redirected to the step as defined in the inspection form flow.
| Who receives | Users from the responsible team, as defined in the frequency of receiving identification, are shown on the inspection form data screen. |
| When | With each completed execution, the system updates the task and sets the deadline for the next execution. |
| Purpose | Ensure that the receipt identification step is performed periodically, according to the defined frequency. |
Update on SoftExpert Inspection index evaluation:
- The IQS index assessment is now performed on SoftExpert Supplier .
- The supplier and system quality levels have been unified under the name "Supplier Quality Level".
- The creation of custom indexes in SoftExpert Inspection has been discontinued; only standard indexes are retained .
- To learn more about the updates to this feature, see the What's New in version 2.2.0 of the Inspection component .
Conclusion
These are the tasks for SoftExpert Inspection. They disappear from the task menu as they are executed or completed.