Creating critical success factors (CSFs)
Prerequisite
- Access to the File > Critical success factor (PM014) menu.
Introduction
Critical Success Factors (CSFs) represent the essential elements for good performance and for achieving the objectives of a process.
In SoftExpert Process, CSFs are used as a reference for process analysis, supporting the identification of points that require greater control, monitoring, or attention during the execution.
By adding them, the organization establishes clear criteria that help evaluate the effectiveness of the process, contributing to continuous improvement and better decision making.
This article will demonstrate the creation of the "Request approval time" CSF, which can be used to evaluate the performance of a purchase request process.
Creating a critical success factor
1. Access the File > Critical success factor (PM014) menu.
2. Click on the +Create button.
3. On the screen that will be opened, enter an ID # and a name.
4. If necessary, in the Description field, provide additional data about the critical success factor.
5. Click on the 
button.1
If SoftExpert Copilot is part of the solutions acquired by the organization, it is possible to use the With AI aget option to create the CSF with the aid of artificial intelligence. For further details about this operation, refer to the Using AI to create records article.
Conclusion
After creating the necessary critical success factors, the next step is to associate them with the process. For further details about the operation, refer to the Creating the Critical Success Factors (CSF) of a process article.