General parameters of SoftExpert PDM

Juliana Gasque
2025-12-26T13:52:32Z

Access the Configuration > General parameters (IT043) menu.

Presentation

The general parameters of SoftExpert PDM allow you to define essential system behaviors related to item review, editing of approved items, revalidation deadlines, and cost formatting.

These settings directly influence the workflow, ensuring greater control, traceability, and standardization in the management of registered items.

Here's how to configure the general parameters below:

Configuring general parameters

1. Access the Configuration > General parameters (IT043) menu.

2. On the General tab, in the Review section, select the desired options:

To require that criticisms be filled out when rejecting a review. | Select this option so that, when a review returns to the drafting stage, the responsible user must provide feedback to justify the rejection.
Require visualization/resolution of criticisms during the drafting process. | The author should view the feedback received when a review returns to the drafting stage. When sending the review back to the next stage, the author should report the implemented solutions.
Require filling in the changes during preparation. | The author must record the changes made to the item during the revision process.

3. In the Item Data section, select the desired options:

Allow the responsible team to modify approved items that have revision control. | Select this option so that team members responsible for an item can edit its data once the record has revision control and has been approved.
Allow only the responsible team to view the item's cost. | When this option is enabled, only users belonging to the team responsible for the item will be allowed to view the cost values.
Allow outdated revisions to be editable. | This option allows items in outdated revisions to be edited.
Requiring symbolism in the characteristic | By enabling this option, the system will require the symbols to be filled in when registering or editing an item's characteristic.

4. In the Revalidation Deadline, in the Days from Item Review field, enter the number of days that the Item Revalidation task will have as a deadline for completion.

5. In the "Number of decimal places for cost" section, enter the number of decimal places that will be available for entering the cost in the available field.

6. Finally, click the button to save the defined parameters.

Conclusion

In this way, the parameters configure certain behaviors of the records in SoftExpert PDM.