Prerequisites

• Access the menu Consultation > Tasks (RI505).
• Access the menu Consultation > Actions and plans (RI510).

Presentation

The view menus are available to facilitate the control of records and the viewing of registered information.

See the available views in SoftExpert Risk:

View tasks

Allows you to view the tasks of SoftExpert Risk users. This view enables, for example, leaders to verify if their team members are completing tasks within the stipulated deadline.

1. Access the menu Consultation > Tasks (RI205).

2. In the search filters panel, click Select a task type.

3. In the section that opens, fill in the filters with the data for the tasks you wish to consult and click SEARCH.

4. Select or deselect the task types corresponding to the tasks you wish to view and click Apply.

5. Next, tasks of the selected types will be displayed in the results list.

6. Select the desired task and click the button     to view its data.

View actions and plans

Allows you to view the actions and plans registered in the system.

1. Access the menu Consultation > Actions and plans (RI510).

2. In the search filters panel, click Select context and select the context you want to view.

3. Click Apply.

4. Select the desired record and click the button     to view its data.

Use other toolbar features to view more details about the records:

	Expand this button and select the desired SoftExpert Analytics feature to analyze the view results.
	Expand this button to configure and generate view reports and other report options available in the menu.

Conclusion

In this way, the records can be consulted in SoftExpert Risk.