Survey - 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:
New configuration for multiple choice questions
Multiple choice questions have become more flexible as of version 3.0!
Now, it is possible to configure specific parameters to define how users must answer, making forms and surveys more accurate and customized.
Check out the new features:
No limits:
- The respondent can select one alternative at least and all of them at most. This is the default configuration applied automatically when the "multiple choice" type is used.
- An answer will be mandatory or not, depending on the configuration of the "Required" field.
Equal to:
- The respondent must select exactly the specified number of alternatives, being unable to choose more or less options. If the answer is mandatory, the system will ask for the exact number to be checked before moving on.
- The respondent can select one alternative at least and the specified/defined number of alternatives at most.
- The "Required" field will also determine whether the answer is mandatory or not.
At least:
- The respondent must select at least the specified minimum number of alternatives.
- If the answer is mandatory, the system will require that this minimum number be checked in order to allow for sending.
At most:
- The respondent can select one alternative at least and the specified/defined number of alternatives at most.
- The "Required" field will also determine whether the answer is mandatory or not.
Deletion of duplicate menus
To simplify navigation and avoid redundancy, menus that were available in more than one place in the system have been removed.
These deletions seek to make the experience more intuitive for users, preventing them from accessing different screens to perform the same operations.
In SoftExpert Survey version 3.0.0, the Survey response (SV008) menu has been removed to avoid duplicity with the Task center.
Menu centralization
In version 3.0, the system keeps moving forward when it comes to standardizing data management.
The Team (SV014), Checklist (SV015), Reason (SV022), and Attribute (SV013) menus have been removed from SoftExpert Survey 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.
Customization for descriptive answers
As of version 3.0, short descriptive questions are more flexible and controllable.
Now, it is possible to customize the format of the answer using data masks, which ensures that the user can fill in the field exactly as expected.
Through masks, it is possible to define specific input patters, adapting the field to different types of information, such as codes, identifiers, standardized formats, or other structured data.
For example: if you wish to receive data whose three first characters are letters, followed by a dash, and with other four numeric characters, you can set the mask as UUU-0000, which will receive, for example, ABC -1234.
Below is a table with the main characters that can be used to build the masks, facilitating the configuration as needed:
a |
A character |
A |
An optional character |
u |
An uppercase character |
U |
An optional uppercase character |
l |
A lowercase character |
L |
An optional lowercase character |
0 |
A number |
# |
An optional number |
. |
Point |
$ |
Currency symbol |
+ |
Addition symbol |
( |
Left parenthesis |
: |
Colon |
^ |
Caret |
{ |
Curly bracket to the left |
< |
Lower than sign |
= |
Equal sign |
- |
Minus sign / hyphen |
/ |
Bar |
) |
Right parenthesis |
! |
Exclamation mark |
& |
Ampersand |
~ |
Tilde |
} |
Curly bracket to the right |
> |
Greater than sign |
|
Space character |
'' |
Free text (Example: 'Telephone') |
New main screen with intelligent features
Version 3.0 brings a modern and standardized interface to the Degree of difficulty (SV029) menu.
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 and have SoftExpert Copilot.
- 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 Degree of difficulty (SV029) menu 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 and have SoftExpert Copilot.
- In order for it to work correctly, the AI features permission must be enabled in the Access group (CM011) menu.
See the latest improvements made to this module: