Action plan - 2.2.3
New association option in the Action plan
SoftExpert Action plan now features the generic SoftExpert Suite association, already used in other system components, in the action plan screen.
It will allow users to associate available objects with an action plan, such as, for example, a new link-type field.
Simpler creations with Artificial Intelligence
AIs have arrived to simplify work routines, and SoftExpert has quickly adapted to this reality.
With artificial intelligence, we can ask for action suggestions for an action plan, categorize them, and fill them out freely.
- This new feature is available to organizations that are Cloud clients and have access to SoftExpert Copilot. Click here to find more solutions offered by this component!
- For this feature to be enabled, the administrator must include the "Gen AI & NLP" API in the Integration center (COP010) menu of SoftExpert Copilot.
Isolated action in a template process
Isolated actions can be part of a template process, which may be instantiated. This process contains the same life cycle steps as an isolated action: “Planning”, “Planning approval”, “Execution”, and “Effectiveness verification”.
For further details, refer to the SoftExpert Process release notes.
More quick filters in the Actions and plans menu
The Action plan > Actions and plans (PL001) menu has new filters: "Assigned to me" and "Recently closed".
The first filter searches for the actions and plans assigned to the connected user only. The second filter searches for recently completed actions and plans only.
However, some filters have undergone name changes. “Responsible for planning” has become “My plannings”, “Responsible for tracking” is now called “My trackings”, and “Responsible for the execution” has become “My executions”.
Names that are too long for the generating object will be hidden
If the title of the generating object is too long, it will be hidden. When hovering the mouse over the text, the full title will be displayed.
This change ensures a more appropriate presentation of the generated object.
End of the "Number of days to consider action execution is close to due date" parameter
The "Number of days to consider action execution is close to due date" parameter will no longer exist in the general parameters of SoftExpert Action plan. Parameters of this type will be configured in the CM022 SoftExpert Configuration menu, as shown in the following images.
Change in the Send to next step button
When an action plan automated by the workflow is rejected on the effectiveness verification step and returns to the planning step, the “Send to next step" button will not be disabled, even if the opposite is configured in the process activity.
Tooltip removed on the Gantt line
In this version, a tooltip with the action ID # and dates will no longer be displayed in a line on the Gantt chart after hovering the mouse over an action in the plan.
View the latest improvements made to this component: