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SoftExpert Supply 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. SoftExpert Input does not have follow-up tasks.

On the other hand, execution tasks need to be completed by the user within a defined timeframe.

See details of the SoftExpert Input tasks below:

 

Execution tasks

Who receives Responsible for handling the request, as defined by its type or at the time of its issuance. For this task to be generated, the SoftExpert Request component must be part of the solutions acquired by the organization.
When The issuance/approval stage (as configured) has been completed by the appropriate parties in the SoftExpert Request component.
Purpose Create a new inventory review in a warehouse.
Supply request service
Who receives Responsible for handling the request, as defined by its type or at the time of its issuance. For this task to be generated, the SoftExpert Request component must be part of the solutions acquired by the organization.
When The issuance/approval stage (as configured) has been completed by the appropriate parties in the SoftExpert Request component.
Purpose Record the removal of supplies from a warehouse.
Handling outbound movement request processing
Who receives Users who are members of the team responsible for the input that needs to be reviewed.
When The issuance/approval stage (as configured) has been completed by the appropriate parties in the SoftExpert Request component.
Purpose Create a new revision of an input to meet the needs of the requesters.
Handling review requests
Who receives Users who are members of the input review stakeholder group.
When After the review of an input is completed.
Purpose To alert users about the revision of an input and the existence of a new version of it.
Review knowledge
Who receives

ISO9001 model : users defined as participants in the review roadmap associated with the input type.

Workflow review : users defined as executors of the workflow activity.

When
  • ISO9000 model :
    • Elaboration : when starting a new review or when a participant rejects a review step.
    • Consensus/Approval/Ratification : after the author releases their task.
    • Closure : after the execution of the last review step defined in the roadmap. This step will only be generated if the "Manual" option is selected in the "Review Publication" field of the review data.
  • Workflow review : when starting a new review or when it's time for an activity to be executed, according to the process flow.
Purpose Perform the input review.
Input review

The consensus, approval, and certification stages of the ISO9001 model revision are optional, and the responsible parties receive them in exactly that order.

 

Conclusion

These are the tasks from SoftExpert Input, which disappear from the task menu as they are executed or completed.


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