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Training - 3.0.0

 

Task center

The Task center is an evolution of the old My tasks menu, now with a more modern and efficient proposal.

Previously, the user needed to access different screens in order to execute activities such as revisions, revalidations, etc.

With the new Center, all tasks are gathered in a single optimized environment, which allows for a more fluid and centralized navigation.

This redesign brings about greater convenience to the day-to-day routine, as it allows for viewing, filtering, and executing tasks of different types in a single place.

Find out more about the new features:

 

The Work shift (TR042), Team (TR021), Reason (TR043), Checklist (TR022) , and Attribute (TR020) menus have been removed from SoftExpert Training and are now centralized in SoftExpert Administration.

This centralization makes for a simpler and more efficient user experience, allowing data maintenance to be carried out in a single place. 

The result is greater consistency among the modules, as well as greater agility for those who manage or use this information in the system.

 

Copy trainings all at once

From now on, you can copy multiple trainings at once, which makes the process more agile and efficient.

Because this is a mass operation, all copies will use the default information. 

If you need to edit any details individually during the process, we recommend copying the training record separately.

When the action is executed, one of the copied trainings will open automatically on the screen, while the others will be processed in the background and sent to the job queue.

This feature will be available as of version 3.0 of the unified menu.

 

 

New main screen with intelligent features

SoftExpert Suite version 3.0 presents a modern and standardized interface for these menus: Training method (TR041) and Classroom (TR031).

With optimized filters and a new functional listing, it is much easier to view, locate, and manage records. Now, it is possible to create items from scratch, import templates, or use the Ask AI feature.

Immediate benefits of this screen:

  • Export of data from lists for reuse in other environments
  • Individual record editing
  • Mass change and deletion
  • Integration with APIs for automation
  • Direct access to records with two clicks

These improvements have been developed to eliminate repetitive steps and make your routine even more productive.

With the new screen, the system provides a more agile and efficient user experience, aligned with the needs of your organization.

  • The "Ask AI" feature will only be available to organizations that are Cloud customers. 
  • In order for it to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.
 

 

AI chat to add records

Adding records through the Classroom (TR031) and Training method (TR041) menus has become much easier.

With the new AI chat feature, you just need to write what you want with simple phrases, and the system takes care of filling everything out.

See how this feature works:

  • Type what you want in a text field, as if it was a conversation.
  • Choose among the suggestions the system will present.
  • The system will add the record automatically from the chosen example.
     
  • Available only to customers that use the SoftExpert cloud platform andhave SoftExpert Copilot.
  • In order for it to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.
 

 

Check out the innovation in training management for this version: the Training planning (TR007), Training execution (TR009), Training enrollment (TR008), and Training registration (TR012) menus of the Training module are now gathered in a single interface, with a lighter and simpler look, which makes for a much more practical access to the features.

All training view, execution, and management options are available in just one place, eliminating the need to switch between separate menus.

To access the new unified menu, use the TR046 code in the search bar. The new interface has been developed to guide users in a clear and intuitive way through the resources.

You can go back to the old menu any time by clicning on Return to previous version, in the lower left corner of the screen.

 


 See the latest improvements made to this module:

 

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Index

Task center Menu centralization Copy trainings all at once New main screen with intelligent features AI chat to add records Menu unification