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SoftExpert Administration views

 

Prerequisites

  • Access to the View > Data source history (AD064) menu.
  • Access to the View > Employee profile (AD013) menu.
  • Access to the View > Development plan (AD066) menu.

 

Introduction

To make it easier to control records and check saved information, the system provides view menus.

See the views available in SoftExpert Administration:

Data source history view

Allows for tracking the history of the data sources registered in the system.

1. Access the View > Data source history (AD064) menu.

2. Click on the Filters button next to the search field and select the desired values for the view.

3. Click on the Search button. At this point, the records will be displayed according to the filters.

4. Select a data source and click on the button to view its data.

 
 

Employee profile view

Allows for tracking the employee profiles of the users registered in the system. Only the information that the logged user has permission to access will be displayed, in accordance with the general parameters.

1. Access the View > Employee profile (AD013) menu.

2. Fill in the search filters to facilitate the search.

3. Click on the Search button. At this point, users matching the filters will be displayed.

4. Select a user and click on the button from the second quadrant to view their profile data.

5. When a user is selected, their competence evaluations will be displayed in the third quadrant. Select an evaluation and click on the button to view it.

 
 

Development plan view

Allows for viewing the development plans of users registered in the system.

1. Access the View > Development plan (AD066) menu.

2. Fill in the search filters to facilitate the search.

3. Click on the Search button. At this point, the records will be displayed according to the filters.

4. Select a record, expand the button, and select whether you wish to view the data of the action, of the action plan, of the employee profile, or of theuser's evaluation.

 
 

Learn more about the view screens here.

 

 

Conclusion

Views are important to keep all system operations under control.


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