Administration - 3.1
Menus centralized
In version 3.1, the system keeps moving forward when it comes to standardizing data management.
In this version, several menus have been removed from their components to be 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 components, as well as greater agility for those who manage or use this information in the system.
The menus that have been centralized in SoftExpert Administration are specified in the tables below.
Manufacturers are now added through the Manufacturer (AD012) menu:
Component |
Discontinued menu |
Asset |
File > Manufacturer (AS014) |
Supply |
File > Manufacturer (SU007) |
PDM |
File > Manufacturer (IT009) |
Transporters are now added through the Transporter (AD080) menu:
Component |
Discontinued menu |
Storeroom |
File > Transporter (STM007) |
Supply |
File > Transporter (SU031) |
PDM |
File > Transporter (IT010) |
Service centers are now added through the Service center (AD082) menu.
Component |
Discontinued menu |
Inspection |
File > Service center (IP005) |
Maintenance |
File > Service center (MA051) |
The Educational entity (TR029) menu has been unified into the Educational entity (AD081) menu.
Component |
Discontinued menu |
Training |
File > Educational entity (TR029) |
The criterion and evaluation method menus have been unified into the Evaluation method (AD083) menu:
Component |
Discontinued menu |
Supplier |
Configuration > Supplier evaluation > Criterion (SL008) Configuration > Supplier evaluation > Evaluation method (SL007) |
Maintenance |
Configuration > Priority > Criterion (MA036) Configuration > Priority > Evaluation method (MA035) |
Action plan |
Configuration > Priority > Criterion (PL022) Configuration > Priority > Evaluation method (PL023) |
Process |
Configuration > Priority > Criterion (PM045) Configuration > Priority > Evaluation method (PM046) |
Project |
Configuration > Portfolio priority > Criterion (PR062) Configuration > Portfolio priority > Evaluation method (PR063) |
Requirement |
Configuration > Evaluation > Criterion (REQ037) Configuration > Evaluation > Evaluation method (REQ038) |
Risk |
Configuration > Evaluation > Criterion (RI109) Configuration > Evaluation > Evaluation method (RI111) |
Request |
Configuration > Priority > Criterion (SR020) Configuration > Priority > Evaluation method (SR021) |
Portfolio |
Configuration > Initiative > Evaluation method (PF024) |
The form type and file form menus have been unified into the Template (AD028) menu:
Component |
Discontinued menu |
APQP/PPAP |
File > File form (AP010) |
Process |
File > File form (PM015) |
Project |
File > Form (PR003) |
Portfolio |
File > Form (PF005) |
New default frames with intelligent features
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Team (AD015).
- Company type (AD022).
- Attribute (AD014).
- Company (AD009).
- Object type (AD042).
- Resource type (AD055).
- Characteristic type (AD072).
With optimized filters and a new functional listing, it is much easier to view, locate, and manage records.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Individual record editing.
- Mass change and deletion.
- Integration with APIs for automation.
- Direct access to records with two clicks.
Exclusively in the Company type (AD022), Object type (AD042), Resource type (AD055), and Characteristic type (AD072) menus, it is possible to create records using the “With AI agent” feature, in addition to creating items from scratch and importing from a template.
In the Team (AD015), Attribute (AD014), and Company (AD009) menus, it is possible to only create records from scratch and by importing a template.
These improvements have been developed to eliminate repetitive steps and make your routine even more productive.
With the new screen, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
The "With AI agent" feature will only be available to organizations that are Cloud customers and have an active SoftExpert Copilot license.
New default frames for efficient record management
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Information (AD079).
- Identification mask (AD061).
- Permission profile (AD065).
- Template (AD028).
- Complex file container (AD030).
- Checklist (AD046).
- Digital signature (AD077).
- Controlled directory (AD029).
The combination of optimized filters with the new functional listing makes it easier to view, find, and manage records.
It is also possible to create items from scratch.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Individual record editing.
- Mass change and deletion.
- 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, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
New information in the User menu
In this version, SoftExpert Administration starts to display a new column that assists in security control.
Upon accessing the File > User (AD004) menu, it will be possible to see the Authentication mode column.
It lists the authentication methods allowed for every user (Internal, LDAP, SAML 2.0, OpenID Connect, or External).
In this way, it is possible to have a consolidated view of granted access permissions.
Support for alphanumeric digits in the simple mask of attributes
The configuration of attributes with a simple mask now allows the use of alphanumeric characters when filling in the fields.
With this improvement, it will be possible to create more flexible customized fields, suitable for different business needs, including formats that combine letters and numbers, such as the new Federal EIN # pattern in Brazil, which, as of 2026, can contain letters instead of some numbers.
Check out the latest improvements made to this component: