File form type and File form menus removed

The File form type (PM039) and File form (PM015) menus have been discontinued in SoftExpert Process.

In this version, file forms will be replaced with templates created in the Template (AD028) menu of SoftExpert Administration.

This change centralizes template management in a single place, promoting greater standardization and integration between the components of the system.

Menus centralized 

Data management continues to be standardized in release 3.1 with the centralization of menus in the SoftExpert Administration component. 

The following menus have been removed from SoftExpert Process:

• Criterion (PM045).
• Evaluation method (PM046).

 The records are now created exclusively through the following menus: 

• Information (AD079).
• Evaluation method (AD083).

With this change, information maintenance occurs in a single place, providing greater consistency among the components and more agility in data management. 

Generate revision changes with AI 

Now, you can count on artificial intelligence to speed up the revision process. Available in the Revision > Change section, the automatic generation option analyzes the data of both the revision and the object, suggesting a list of relevant changes. 

With this improvement, you reduce manual effort and gain more agility when identifying the necessary adjustments. The generated changes can be reviewed, edited, or removed before being saved, ensuring total control over the end result.

New default frames with intelligent features

SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus: 

• Permission profile (PM062).
• Identification mask (PM006).
• Dynamic navigator (PM007).
• Material (PM012).
• Lean waste (PM061).
• External application (PM042).

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 Material (PM012) and Lean waste (PM061) 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.

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.

Menu unification

The Information warehouse (PM016) and Material warehouse (PM017) menus of the SoftExpert Process component are now combined into a single interface, with a lighter and simpler look, making access to the features much more practical. 

All the options for creating information and material warehouses are available in one place, eliminating the need to switch between separate menus. 

To access the new Storeroom unified menu, use the code (PM016) in the search bar. The new interface is designed to guide users in a clear and intuitive way through the resources. 

Improvements in the process export and import flow

The process export flow has been enhanced to offer more security, predictability, and ease of usage.

The new version includes automatic validations, verification of dependencies, and compatibility rules, in addition to reporting inconsistencies before the import.

Source controls have been added as well, ensuring that processes are reused in a safe manner.

As a result, import and export become more reliable, reducing rework and facilitating the reuse of processes.

New support for list and table fields 

Starting in version 3.1, the feature that allows for relating data offers even more flexibility and power of automation for value input.

In addition to the already existing support for text, date, time, and rich text fields, it is now also possible to use this resource to fill in complex fields on data screens, such as lists and tables.

This update allows for using information from a form table to automatically compose multiple values in columns or lists, such as, for example, the schedule of training participants or the items of a storeroom event.

This improvement expands the automation possibilities, making data management much more dynamic and efficient for your organization's day-to-day operations.

Check out the latest improvements made to this component:

• SoftExpert Suite 3.0.0
• SoftExpert Suite 2.2.4
• SoftExpert Suite 2.2.3
• SoftExpert Suite 2.2.2
• SoftExpert Suite 2.2.1
• SoftExpert Suite 2.2.0
• SoftExpert Suite 2.1.9