Action plan - 2.2.4

Flavia Santos
2025-05-11T19:26:42Z

A quicker and more intuitive association among components

In the new version of the system, associating objects among components has become more practical. Before, these associations used to be performed in different tabs and sections, slowing down the process.

This resource is now centralized in the new "Associations" section, which gathers, in one single screen, all the association types available for the component. Simply choose the type and the desired object to create links quickly and clearly, without the need to exit the screen.

Records are organized by association type (Associated, Created, Created by), with filter options and display mode as a list or card. It is also possible to create new records directly from this screen, which further facilitates the integration among the components.

When a SoftExpert Suite object is associated or disassociated, this operation will be recorded in the plan/action history.

Previously associated records have been migrated to this new section. The view profile feature also had its document and indicator associations transferred to the "Associations" section. Request associations are still being performed in a separate section.

The document column in the menus that list actions and plans has been replaced with the Associated record (AR) column, which now lists the associations of the object.

Generator object in the execution of isolated actions

In this version, it is possible to view the generator object panel during the execution of isolated actions through the My tasks menu and through the Action execution (PL009) menu. Moreover, the generator object can also be viewed via the execution widget.

Thus, the object that has generated the isolated action becomes visible during the execution.

Actions tab in the quick view panel

The unified menu of actions and plans now has a new tab that lists plan actions, accessed through the quick view panel.

When the panel of a plan is opened, the "Actions" tab will list the actions of that plan.

The panel will be meant only for viewing the actions of the plan.

Greater stability when creating actions via Gantt

Before, when many new actions were created via the action plan Gantt quickly, some actions would not receive the correct identification mask, and the system would generate a simple sequential ID #.

We have improved stability during the creation process to prevent this scenario from happening.