SoftExpert Audit views
The configuration described in this article is applicable to system version 3.0. For the configuration of previous versions, click here.
Prerequisites
- Access to the View > Actions and plans (AU034) menu.
- Access to the View > To-do tasks (AU016) menu.
Introduction
The view menus are provided to facilitate control over records and the display of saved information.
See the views available that SoftExpert Audit provides:
Action and plan view
It allows for tracking the actions and action plans of audits created in the system.
1. Access the View > Actions and plans (AU034) menu.
2. In the search filters panel, click on Select category and select the audit category for which you want to view the actions and plans.
3. Click on Apply.
4. Select the desired audit and click on the 
button to view the action data, the action plan data, or the audit data.
Advanced search filters
Use the filters described below to find the desired record(s) through specific information. To use them, go to the Search filters panel and click on the 
button to add filters.
Audit
Click on the Audit button and provide the data of the audit you want to view:
- Planned: enter the start date and end date.
- Actual: enter the start date and end date.
- ID #: enter the audit ID #.
- Title: enter the audit title.
- Reference requirement: enter the reference requirement of the audit.
After filling in the desired fields, click on SEARCH.
Actions and plans
Click on the Actions and plans button and enter the data of the actions and plans of the audit you want to view:
- ID #: enter the action plan ID #.
- Title: enter the action plan title.
- Planned date: enter the start date and end date.
- Status: enter the action plan status (Planning, Planning approval, Execution, Verification, Closed, and/or Cancelled).
- Deadline: enter the action plan deadline status (On time, Close to due date, and/or Past due).
After filling in the desired fields, click on SEARCH.
To-do task view
It allows for viewing the to-do tasks of SoftExpert Audit users. For example, this menu allows leaders to check if their subordinates are executing their tasks on time.
1. Access the View > To-do tasks (AU016) menu.
2. In the Search filters panel, click on Select task type.
3. In the section that will open, fill in the filters with the data of the tasks you want to view and click on SEARCH.
4. Check or uncheck the task types corresponding to the tasks you want to view and click on Apply.
5. Then, the tasks of the selected types will be displayed in the list of results.
6. Select the desired task and click the button to view its data.
For more details about the view menu, such as the Visions toolbar field, click here.
Use other resources from the toolbar to view further details about the records:
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Expand this button and select the desired SoftExpert Analytics resource in order to analyze the view result. |
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Expand this button to configure and issue view reports and to use other report options available for the menu. |
Conclusion
This way, the records can be viewed in SoftExpert Audit.