SoftExpert MSA Tasks
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Prerequisites
- Registered MSAs.
- Access the My Tasks menu .
Presentation
In SoftExpert MSA, tasks gather the pending items that are the user's responsibility and need to be completed within defined deadlines, avoiding delays that could compromise stages of the system's workflow.
In general, these tasks can also generate email notifications , provided the email server is configured in the SoftExpert Configuration component.
The tasks generated in the system are divided into two types:
- Execution : tasks that require some action to advance the process (planning, preparing, executing, finalizing, etc.).
- Follow-up : tasks focused on consulting/monitoring information (e.g., tracking inherited goals).
Note : SoftExpert MSA does not have follow-up tasks.
The My Tasks menu centralizes all the pending tasks of the logged-in user, that is, the tasks that they actually need to perform.
Execution tasks
The following are the main execution tasks that can be generated in SoftExpert MSA.
| Who receives | Members of the script responsible for approval. |
| When | After the collection of an MSA with a configured approval script is completed. |
| Purpose | Approve the collection of data from an MSA. |
How to run :
1. In My Tasks , select the pending item.
2. Click the button 
and fill in the available fields and tabs:
- Approved : Select whether the registration will be approved or not.
- Date : Enter the approval date. Usually, the system automatically fills in this field.
- Checklist : This tab is only available if a checklist is associated with the approval process. It helps with the approval process and must be completed before executing the approval.
- Comment : tab available to provide comments on the approval.
| Who receives | Team members responsible or operator(s) defined during MSA planning. |
| When | After the planning or preparation of the MSA is completed. |
| Purpose | Collect the values obtained from the measurements made with the instrument. |
How to run :
Access the article "Completing data collection" to understand how to perform this task correctly.
| Who receives | Members of the roadmap responsible for drafting the MSA |
| When | After the planning phase is completed. |
| Purpose | Review the MSA planning information before carrying out the collection. |
How to run :
1. Access the My Tasks menu and select the MSA Preparation task .
2. Select the desired record and click the button 
to open the study data.
3. On the screen that will open, make any changes you deem necessary to the plan.
4. After you finish editing, click the Save and Exit button to keep the changes.
Complete MSA preparation.
1. Access the My Tasks menu and select the MSA Preparation task .
2. Select the record and click the button to run the task.
3. On the screen that will open, fill out the preparation checklist , if available. Checklists are associated with the preparation roadmap during the study planning stage.
4. Finally, click the button 
to finish creating the file.
Conclusion
These are the SoftExpert MSA tasks, which disappear from the task menu as they are executed or completed.