Prerequisites

• Access to the View > Indicator (ST016) menu.
• Access to the View > Scorecard (ST017) menu.
• Access to the View > Tasks (ST020) menu.

Introduction

The query menus are available to facilitate the control of records and the viewing of registered information.

See the available views in SoftExpert Performance:

Consult indicator

It allows you to view the scorecard indicators and their associated information.

1. Access the View > Indicator (ST016) menu.

2. In the search filters panel, click Select type and select the type of indicator you want to query.

3. Click Apply.

4. Select the desired record and click the button    to view its data.

Consult scorecard

Allows you to view the scorecards registered in the system.

1. Access the View > Scorecard (ST017) menu.

2. In the search filters panel, click Select type and select the type of scorecard you want to search for.

3. Click Apply.

4. Select the desired record and click the button    to view its data.

View tasks

Allows you to view the tasks of SoftExpert Performance users. This query enables, for example, leaders to verify if their team members are completing tasks within the stipulated deadline.

1. Access the View > Tasks (ST020) menu.

2. In the search filters panel, click Select a task type.

3. In the section that opens, fill in the filters with the data for the tasks you wish to consult and click SEARCH.

4. Select or deselect the task types corresponding to the tasks you wish to view and click Apply.

5. Next, tasks of the selected types will be displayed in the results list.

6. Select the desired task and click the button    to view its data.

Use other toolbar features to view more details about the records:

	Expand this button and select the desired SoftExpert Analytics feature to analyze the query results.
	Expand this button to configure and generate query reports and other report options available in the menu.

Conclusion

In this way, the records can be viewed in SoftExpert Performance.