SoftExpert Audit general parameters
The configuration described in this article is applicable to system version 3.0. For the configuration of previous versions, click here.
Prerequisite
- Access to the Configuration > General parameters (AU030) menu.
Introduction
The General parameters menu allows for setting the component's general configurations, such as integration with the components in which the occurrences will be created.
See how to configure the general parameters of SoftExpert Audit:
Configuring the general parameters
1. Access the Configuration > General parameters (AU030) menu.
2. Perform the necessary configurations in each field:
General tab
Require lead auditor selection in audits: during the planning of requirement audits, the system will make it mandatory to select an auditor as lead auditor.
Require the completion of the result for the closure of the requirement audit: requirement audits can only be closed if they have results entered, provided that result permission is configured in the audit category.
Occurrence tab
Occurrence: select the objects that will be used to record or handle the occurrences identified in the audits. The system allows for integration with the Action plan and Workflow components. The available objects are:
| Isolated action | Enable this option to allow for recording isolated actions, from SoftExpert Action plan, when nonconformities are identified during the execution of an audit. |
| Action plan | Enable this option to allow for recording action plans, from SoftExpert Action plan, when nonconformities are identified during the execution of an audit. |
| Workflow | Enable this option to allow for recording workflows, from SoftExpert Workflow, when nonconformities are identified during the execution of an audit. |
For the integration to work correctly, the Action plan and Workflow components must be part of the solutions purchased by your organization.
Report tab
Use the Maximum width and Maximum height fields to set the maximum size for printing images on reports. Limiting image size allows for better visualization and performance in report generation.
Enable the Apply maximum image size configuration to the report content view mode option so that the maximum size of the images is applied when the content of the report is opened in view mode.
3. Upon finishing the adjustments, click on the 
button.
Conclusion
All done! The general parameters of the component have been configured.