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SoftExpert Performance tasks

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Prerequisite

  • Access to the Task Center menu.

 

Introduction

Tasks are records generated for users to perform specific actions. They are divided into two categories: Execution and Tracking.

The follow-up tasks do not need to be performed by the user, although they are responsible for them.

The user needs to complete the execution tasks within a defined timeframe.

See details of the SoftExpert Performance tasks below:

 

Execution tasks

Who receives Users who make up the roadmap responsible for approval, associated with the indicator at the time of its addition to the scorecard structure.
When When reporting the indicator measurements for each period.
Purpose Approve or reject the measurements for each period of an indicator.
Measurement approval
Who receives Users who make up the roadmap responsible for approval, associated with the indicator at the time of its addition to the scorecard structure.
When When reporting the indicator targets for each period.
Purpose To approve or reject the targets for each period of an indicator.
Goal approval
Who receives Users defined as members of the roadmap responsible for approval, associated with the configuration of the scorecard's validity or revalidation.
When When submitting a revalidation for approval.
Purpose Approve or reject the scorecard revalidation.
Revalidation approval
Who receives Users with measurement control enabled in the indicator's safety settings.
When

The date for the next measurement has been reached. This task will only be generated if:

  • The option "Generate target/measurement task?" should be checked when adding the indicator to the scorecard structure.
  • The values ​​were not included through other menus (scorecard structure, execution, etc.)
Purpose Allow those responsible to report the indicator measurements.
Measurement inclusion
Who receives Users with target control enabled in the indicator's security.
When

The date of the next goal is reached. This task will only be generated if:

  • The option "Generate target/measurement task?" should be checked when adding the indicator to the scorecard structure.
  • The values ​​were not included through other menus (scorecard structure, execution, etc.)
Purpose Allow those responsible to report updated targets for the indicator.
Goal inclusion
Who receives Users with target controls and measurement enabled in the indicator's security.
When The target and/or measurement value of an indicator has been changed. This task will only be generated if the option "Yes" is selected in the "Justify changes?" field when adding the indicator to the scorecard structure.
Purpose Justify the reason for changing the target/measurement value of an indicator.
Justification for changing the target/measurement
Who receives

ISO9000 model :

  • Development/Consensus/Approval/Ratification : Users defined as participants in the review process associated with the scorecard.
  • Closing : The user who created the revision will receive this task if the "Manual" option was selected in the " Revision Publication " field of the revision data.

Workflow : Users defined as executors of the workflow activity. These users must have the Review control enabled in the scorecard security list.
When

ISO9000 model :

  • Preparation : When starting a new review or when a participant rejects a review step.
  • Consensus/Approval/Ratification : After the author releases their task. It is important to emphasize that these steps are optional and the responsible parties receive them in exactly this order.
  • Closure : After the execution of the last review step, as defined in the script.

Workflow : When starting a new review and within the process flow, it's time for an activity to be executed.
Purpose Control the changes and versions of the scorecards included in the system.
Scorecard review
Who receives Users with the "Review" control enabled in the scorecard security settings. To successfully perform a revalidation, the logged-in user must have the "Review" or "Change" controls enabled in the security list of the scorecard being revalidated.
When When the default time defined in the validity settings, associated with the pending scorecard type, expires.
Purpose Allow those responsible to revalidate pending scorecards. Scorecards that have revalidation configured in their type, after passing the first review, may undergo revalidations. However, after passing the first revalidation, they will no longer undergo reviews, as they will only be revalidated.
Scorecard expiration

 

Tracking task

Who receives Users with measurement control enabled in the indicator's safety settings.
When When entering a measurement into a scorecard indicator for the first time.
Purpose To monitor the progress of the indicator's measurement values ​​over the periods.
Measurement monitoring
Who receives Users with target control enabled in the indicator's security.
When When entering a target into a scorecard indicator for the first time.
Purpose To monitor the progress of the target values ​​for the indicator periods.
Goal tracking
Who receives Users with measurement control enabled in the indicator's safety settings.
When When reporting measurement values ​​for an indicator period and these values ​​are rejected.
Purpose Allow those responsible to correct the indicator's measurement values.
Measurement failure
Who receives Users with target control enabled in the indicator's security.
When When target values ​​for a given indicator period are submitted and these values ​​are rejected.
Purpose Allow those responsible to correct the indicator's target values.
Goal disapproval

 

Conclusion

These are the tasks for SoftExpert Performance. They disappear from the task menu as they are completed or finished.

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Index

Prerequisite Introduction Execution tasks Tracking task Conclusion

First steps

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