Inspections
Equipment, assets, safety, maintenance, and operational routines.
TAB · think about business
Smart apps + SoftExpert
Integration
From offline checklist to SoftExpert workflow
A complete flow — execution, synchronization, and treatments
- 1
Field capture
Your team records checklists online or offline in SmartApps Checklist — without losing pace, even without a connection.
- 2
Instant handoff
The treatment team is notified immediately and receives the activity ready in SoftExpert.
- 3
Governed integration
The integration opens the instance, organizes answers and evidence into grids, triggers NCs, emails, and attached reports — with end-to-end traceability.
- 4
Treatment with impact
In SoftExpert, treatment moves forward with Root Cause Analysis and an Action Plan — from field to decision in one flow.
How it works
Four steps in the flow
From field capture to governance and treatments in SoftExpert — no rework, with end-to-end traceability.
01
Execution and integration
Field teams execute the checklist in Smart apps. Answers and evidence are queued and synced with SoftExpert, with visible retries and status.
02
Portals
In SoftExpert, the SmartApp Checklist portal consolidates record KPIs and the list of synced checklists.
03
Instances
Each send opens or updates the Checklist Registration workflow, with data, history, an attached report, and email notifications.
04
Treatments
The responsible team receives the demand and handles nonconformities, justifications, actions, and evidence — including NC approval when required.
Applicability
One flow for different field operations
The same model connects those who record in the field with those who analyze, approve, and treat in the back office.
Audits
5S, quality, standards, suppliers, and compliance checks.
Service calls
Technical visits, occurrences, tickets, and field validations.
Services
Work orders, contractor execution, and proof of delivery.
Data collection
Surveys, measurements, research, and structured records.
SoftExpert flow
Checklist registration in BPMS
The workflow starts at registration, checks for NC, and routes to a closing message or to approval and nonconformity treatment.
Portals
Operational view in SoftExpert
Two portal axes: record monitoring with dashboards and the list of synced checklists.
Records and indicators
Charts by unit, user, checklist, category, and period — a management view of what was executed in the field.
Checklist list
Grid with SoftExpert ID, title, type, user, and registration date — a clear bridge between app and suite.
Instances
Workflow data in SoftExpert
The instance brings the checklist header, KPIs (nonconformity, incident, opportunity), unit, area, customer, and other synced attributes. The final report can be received as an attachment, with involved teams notified by email.
Grids and evidence
Checklist sections as grids
In SoftExpert, sections appear as separate grids. Each answer can open detail, justification, action, and photographic evidence.
Responses by section
Tables by category with order, item, answer (compliant / non-compliant), justification, action, and deviation.
Answer detail
Modal with question, answer, justification, action, user, and synchronization code.
Deviation and evidence
Deviation type and description, geolocation, and attachments with photo and caption — audit-ready evidence.
Attached report
A complete report received by the workflow
Once synchronization is complete, Smart apps generates the report and sends it as an attachment to the SoftExpert instance. It brings together execution data, summary, answers, deviations, evidence, and signatures.
Smart apps · Report
5S Assessment - Auditorium
Completed and synchronizedAudit Report 3 — 5S Assessment - Auditorium.pdf
Unit
Bahia
Area
Administrative
Type
Quality
User
Diogo Brizolara
Instance ID
3140
Revision
Rev. 5
22
Total answers
13
Compliant
3
Nonconformities
81%
Compliance
| Category | Answers | Compliance |
|---|---|---|
| SEIRI — Sort | 5 | 60% |
| SEITON — Set in order | 4 | 100% |
| SEIKETSU — Standardize | 4 | 75% |
| SHITSUKE — Sustain | 3 | 100% |
Answers and treatments
Is the office free of unused materials?
Compliant
Evidence attached · occurrence recorded · geolocation
Does the office have the appropriate amount of equipment?
Non-compliant
Ticket opened · justification and corrective action
The report may also include images, audio, deviations, geolocation, and signature/approval fields.
The team can also receive workflow and treatment notifications by email.
Integration history
End-to-end traceability in Smart apps
Without exposing the technical payload: track status (waiting, processing, completed, error), filter by instance, answer, or attachment, and open the timeline with SoftExpert IDs.
Instance
Workflow creation in SoftExpert with SoftExpert ID and SOAP timeline.
Answers
Processed answers sent item by item, with status and retries.
Attachments
Evidence synced as attachments, linked to the instance.
Contact
Want to see this flow in your operation?
We walk through Smart apps + SoftExpert with portal, grids, evidence, and history — aligned to your process.
85 4042-3967 — CE
11 3164-4675 — SP
comercial@tab.pro.br