New SoftExpert Suite search features

Since the launch of SoftExpert Suite 2.0, the search service has been one of the tools that has most evolved. With the arrival of version 2.1.3, the solution provides an even richer experience for people with specific search needs.

What has changed in the general search features in SoftExpert Suite?

With the new version, customers can optimize the suite so that searches provide results more aligned with their needs. With the new menu Configuration > Configuration> General search, or using the shortcut (CM032), administrators now have greater control over how the Suite indexes data and presents search results.

Service Status

Using the “Status” tab, you can monitor the availability of the search service, as well as the number of indexed files and records. It also allows you to track the history of the last times the indexing service was used. In extreme cases, and with the guidance of SoftExpert, it is possible to employ the indexing process manually.

Relevance Setting

Using the “Relevance” tab, you can increase or decrease the relevance of each of the search criteria. For example, if users in your company are used to searching for documents using an identification code, the system allows you to set a higher relevance for this criterion. Thus, the search results, ordered by the identification code, will be presented with higher priority. If the most common practice is to search by title, this criterion can be configured as more relevant, and the results ordered by title will be presented with higher priority. These changes should be made with great care, as they will impact the searches of all users.

Filtering results by attribute

Finally, the “Filter attributes” tab allows you to create a list with up to 10 attributes that can be applied to refine search results.

Let’s say one of the prioritized attributes is “Customer.” When performing an incident search, for example, you can filter the results to show only the incidents for a given customer.

These attributes will be shown in the column on the right side of the search panel.

Update your version of the tool and take advantage of the new features. You can also access the Release Notes to learn more about other new SoftExpert Suite features!

Access Release Notes

    Marcelo Becher

    Author

    Marcelo Becher

    Specialist in Strategic Management from PUC-PR. Business and market analyst at SoftExpert, a software provider for enterprise-wide business processes automation, improvement, compliance management and corporate governance.

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