Request - 3.0.0
Menu centralization
In version 3.0, the system keeps moving forward when it comes to standardizing data management.
The Attribute (SR009), Checklist (SR011), and Team (SR010) menus have been removed from SoftExpert Request 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.
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:
For the Request issuance, Request approval, and Request closure tasks, the security rules have changed. These tasks no longer validate the List permission of the records, which allows the user to view these tasks despite not having this permission in the type or in the object itself.
Additionally, the new Task center has caused the system to generate tasks differently. For this reason, when the Request approval task uses a dynamic approver (wild card), and the user defined as that approver is changed, the task will remain with the former user until being transferred to a new one.
In previous versions, the system performed this operation automatically; now, the task transfer resource must be used for these cases.
New request template processes
SoftExpert Request will continue on in the new version of the system, now with new request template processes.
These processes can be created through the Process (PM063) menu. See the new template process below:
SoftExpert Asset
- Asset revision request
SoftExpert Supply
- Supply revision request
SoftExpert PDM
- Item revision request
SoftExpert Project
- Project revision request
- Program request
- Program revision request
SoftExpert Time control
- Nonproject task request
SoftExpert Risk
- Risk evaluation request
- Control evaluation request
Although the processes can be created from the process menu, the request tasks must be executed in their corresponding modules.
See the latest improvements made to this module: