Learn about SoftExpert Request
Welcome!
SoftExpert Request is a tool that works along with several SoftExpert components to allow for issuing service requests. It also counts with an approval system, enabling issued requests to be monitored and analyzed.
Through a centralized database, all pieces of information and documents are stored in an organized manner, with reports and views that make it easier to quickly check all requests in progress.
In addition to automating request management, SoftExpert Request allows departments to track and record all team activities, ensuring continuous traceability and monitoring of demands. This contributes to a more agile and transparent work routine, with greater control over daily tasks and achieved results.
Do you want to learn more? Watch the video below to have an overview of the component:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Configuration | Menu for the initial configurations of the component, which are used to execute other system features. Without a request type configured, for example, it is impossible to issue a request. |
| View | Menu that gathers the information of all records for an overview. |
| Execution | Menu in which requests are issued, approved, tracked, closed, and deleted. |
Shall we start?
By following the steps of the flow below, you will be able to configure and operate SoftExpert Request successfully:
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In the flow, a practical document request example will be developed with the following scenario: an internal audit team needs a certain document, managed by the controllership department, in order to revise financial transactions from a specific period.