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Tracking receiving inspection

Gear icon with a blue background, which leads to the initial step of the flow, where the receiving inspection settings are configured. Clipboard and pen icon with a blue background, which leads to the step for registering the receiving inspection form and its additional settings. Clipboard and check icon with a blue background, which leads to the step for executing the receiving inspection. Magnifying glass icon with a blue background, which leads to the step for monitoring the receiving inspections.

This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.

 

Prerequisites

  • Access the Management menu > Inspection tracking (IP007).
  • User who is a member of the team responsible for the inspection.
  • Receipt registered in the identification, qualification, inspection and release stages.
  • Receipt registered with initial sample.

 

Presentation

SoftExpert Inspection provides a menu that allows you to track inspections registered in the system, regardless of the stage of the workflow they are in. 

In this menu, users who are members of the responsible team will be able to change data, copy, or delete inspections.

See below for how to track inspections in the system:

 

Tracking inspection

1. Access the Management menu > Inspection tracking (IP007).

Screen showing the records displayed in the Management > Inspection tracking menu.

2. Select the desired inspection.

3. Use the buttons available on the toolbar:

Delete icon. Click this button to delete a selected inspection from the list of records.
Preview icon. Click this button to view the data for the selected inspection in the list of records.
Analytics icon. Click this button to analyze the data from the selected inspection in the list of records.
Icon for generating reports. Click this button to configure reports, generate inspection reports, and export data to Excel.

4. Use the More button to import or lock records, insert constants, and customize options.

  • When blocking records, the system will request a justification. Blocking or suspending receipt is applied when a batch approved in inspection presents problems detected during use.
  • To create analytical insights, SoftExpert Analytics should be part of the solutions acquired by the organization. 

In the generation of receipt indices, the "Suspended" status is treated by the system as "Rejected".

In version 2.2.4, the stages under approval are now identified by a single icon, ensuring greater clarity and uniformity in visualizing the status.

 

Delete inspection

1. Access the Management menu > Inspection Monitoring (IP007).

2. Select the desired inspection.

3. Click the button Delete icon.and confirm the operation.

 

Conclusion

This way, it will be possible to monitor inspections within the system.

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Index

Prerequisites Presentation Tracking inspection Delete inspection Conclusion

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