SoftExpert Survey tasks
Prerequisite
- Access to the My tasks menu.
Introduction
Tasks are records generated for users to take certain actions. They are divided into two categories: Execution and Tracking.
Despite being under the responsibility of a specific user, tracking tasks do not need to be executed by them.
Execution tasks need to be carried out by the user within a defined period.
See details of the SoftExpert Survey tasks below:
Execution tasks
Survey critical analysis
| Who receives it | User responsible for the critical analysis, or member of the team responsible for the critical analysis. |
| When | The execution or correction step is finished and the record is sent to the next step. |
| Purpose | To perform a critical analysis of the survey answers. Access the Executing the critical analysis of a survey article and learn more. |
Survey critical analysis approval
| Who receives it | Members of the route responsible for approving the critical analysis of the survey. |
| When | The critical analysis of a record is finished and sent to the approval step. |
| Purpose | Approve or reject the critical analysis of a survey. Access the Approval steps in SoftExpert Survey article and learn more. |
Survey closure approval
| Who receives it | Members of the route responsible for approving the closure of the survey. |
| When | The closure of a record is finished and sent to the approval step. |
| Purpose | Approve or reject the closure of a survey or test. Access the Approval steps in SoftExpert Survey article and learn more. |
Survey planning approval
| Who receives it | Members of the route responsible for approving the planning of the survey. |
| When | The planning of a record is finished and sent to the approval step. |
| Purpose | Approve or reject the planning of a survey or test. Access the Approval steps in SoftExpert Survey article and learn more. |
Survey correction
| Who receives it | User responsible for the correction, and member of the team responsible for the correction of the test. |
| When | The execution of a test with manual correction is finished. |
| Purpose | Correct the descriptive answers of the test respondents. |
Survey closure
| Who receives it | User responsible for the closure, or members of the team responsible for the closure. |
| When | The execution, correction, critical analysis, or critical analysis approval step is finished. |
| Purpose | Finish the survey. Access the Finishing and closing a survey article or the Finishing and closing a test article to learn more. |
Survey execution
| Who receives it | User responsible for the survey, or members of the team responsible for the survey. |
| When | When the planning step is finished and the record is sent to the next step, or after a record is added through the Execution > Survey execution menu. |
| Purpose | Start execution, enable the record to be answered, finish survey execution manually, etc. This task presents records with the "Start" or "Execution" status. |
Survey planning
| Who receives it | User responsible for the survey, or members of the team responsible for the survey. |
| When | The survey planning is saved but not sent to the next step. |
| Purpose | Finish drafting the planning of a survey, which allows for making the necessary adjustments before sending it to the next step. |
Survey response
| Who receives it | Respondents of the record, or members of the team responsible for completion configured in the general data of the record. |
| When | The record is enabled to be answered. |
| Purpose | Allow users to answer surveys and tests. |
Template revision
| Who receives it |
ISO9000 based:
Workflow: Executors of the workflow activity. |
| When |
ISO9000 based:
Workflow: When a new revision is started, and during the execution of a process activity. |
| Purpose | To control the changes and versions of the survey templates added in the system. Access the Revising a survey template article to learn more. |
Tracking tasks
Survey tracking
| Who receives it | User or team responsible for the record. |
| When | The planning of a survey is finished. |
| Purpose |
Allow responsible users to track the survey. This task presents records that are in the “Critical analysis approval”, “Closure approval”, “Closure”, and “Critical analysis” steps. Records in the execution step with configured closure options will also be presented in this task. |
Conclusion
Tasks disappear from the task menu as they are executed or closed.