Executing release
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Prerequisites
- Access the Execution > Receipt menu: Release (IP013).
- Receipt registered.
Presentation
The release stage finalizes the receiving process and is executed after the inspection is completed, if the workflow is configured to include this phase.
Through this menu, it is possible to record the final status of the receipt, formalizing its approval or rejection.
This article will use the inspection workflow for CA-50 steel bars as an example, covering all stages: identification, qualification, inspection, and release.
Executing release
1. Access the Execution > Receipt: Release (IP013) menu.
2. Click the SEARCH button, select the desired record, and click the button 
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3. In the Release section, fill in the Result, Date, and Comment fields.
4. If necessary, you can verify the inspected characteristics. To do this, click the Verify button.
5. Save the information.
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After all the information for the inspection stage has been completed, the status at the top of this section will be updated from “Pending” to one of the following options:
- Approved : when the release is confirmed.
- Rejected : when the release is denied.
- Conditional approval : when release is granted subject to a condition.
- The Comment field may become mandatory when the result is "Failed" or "Conditionally Failed".
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In the Notes field , you will be able to use the SoftExpert AI. On the screen, the AI Assistant feature is represented by the icon , and the AI Commands feature by the icon . To learn more about using the assistant, see the article
Using AI in text creation and editing.
6. To finalize the receipt, click the "Send to next step" button . This will complete the receipt process.
Available toolbar options
| Annex | Allows you to add, delete, download, and open a gallery of attachments related to the inspection. |
| Non-conformity | This allows you to associate non-conformities identified during receiving. These correspond to failures to meet previously established requirements. Use the available buttons to add, edit, or delete the registered non-conformities. |
| Associations | Allows you to associate documents related to the inspection. This section will only be available if the Document component is part of the solutions acquired by the organization. For more details, see the article Associate documents. |
| Proceed to the next step | Allows you to close the receipt release stage. If approval is configured, the system will generate the corresponding task for the responsible parties. After approval, it will be possible to proceed to the next stage defined in the workflow. If no approval is configured, the receipt will be closed. |
| Return to the previous step. | Allows you to return to the previous stage of the inspection workflow. |
Starting with version 2.2.4, the Associations section brings together all available association types for the component on a single screen. Simply choose the desired type and object to create the links, without needing to exit or close the window. To learn more, see the new features of the Inspection component version .
The Approval Routing section will only be displayed when a responsible routing has been defined for the step in the inspection workflow. In this case, when sending the record to the next step, the system automatically generates the execution approval task for the members of the responsible routing.
In case of rejection, if the option "Include non-conformity when the receipt is rejected" is enabled in the general parameters , it will be mandatory to register at least one non-conformity for the receipt.
Conclusion
The release stage finalizes the receiving process, consolidating its final status as approved, rejected, or conditionally approved. This record ensures that the flow is closed in a standardized and traceable manner, and may include attachments, documents, and non-conformities, when applicable. In this way, the organization ensures greater control, transparency, and reliability in the entire management of receiving inspections.