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Knowledge base
Qualer Web
Tour of Qualer
2
Welcome to Qualer: The Future of Asset Health Management
Qualer Dictionary of Terms
Administration
26
Employee Administration
Administration Employees Contact Information
Site Management
Company Configuration
Departments Administration
View all 26
Managing Assets
14
Asset Manager: Register New Asset
Asset Information
Asset Attributes
Asset Status Types
Filtering and Viewing Assets within the Asset Manager
View all 14
Service
11
Work Order Manager
Creating an Asset-less Order
Service Agreements
Creating Surveys
Service Requests and Work Orders
View all 11
Products
4
Product Manager
Product Taxonomy
How to Create a Product Specification
How to Create a Generic Specification
FAQs
39
How To Remove/Delete Product Specification
How to Edit Products
How to Delete/Retire Asset
How to delete "Revisions" of the certificate within the WO screen
How to add "Order Level Comments"
View all 39
Tool Management
2
Assigning Tool Roles to Assets in Qualer
Configuring Tools Ranges (with examples)
For Service Providers
Common Work Flows
11
Add a New Client
Updating and Adding Client Information
Client Asset Manager
Generate a Work Order for Your Customer
Processing a Work Order
View all 11
FAQs from Service Providers
7
How do I Invoice and Apply Payments to Complete Orders?
What access does a customer have through their sponsored portal?
Why can't I generate a report or certificate?
Register a New Asset to a Client
Assign Specifications in Bulk
View all 7
FAQs from Life Science Clients
6
How Do I Review a Work Order My Vendor Created in Qualer?
Request Service From Your Vendor
I created an order, but my vendor hasn't received it. Where should I look?
How do I access my service reports and certificates?
How to Accept a Vendor Quote
View all 6
For Life Science Organizations
Common Work Flows
1
Requesting Service from your Vendor
FAQs from Life Science Organizations
0
FAQs from Your Vendors
1
Vendor Work Order Fulfillment Steps
Feature Updates
2.9.8 Major Release
20
2.9.8 Release Overview
Asset Systems & Components
Asset Status
Asset Metrics
Asset Performance and Interval Analysis Module
View all 20
2024 - October
5
Maintenance Release 2.9.8.24299-0329
Automatic Area Synchronization Between Assets and Work Orders
Referencing Readings in Custom Fields
CMC Improvements
Hotfix 2.9.8.24275-0328
2024 - September
2
Hotfix 2.9.8.24247-0325
Maintenance Release 2.9.8.24271-0327
2024 - August
3
Maintenance Release 2.9.8.24243-0324
Manage Vendor Agreements and Notifications as a Service Provider in Qualer
How to Manage Client Agreements and Notifications as a Vendor (Non-Sponsored Vendor) in Qualer
2024 - July
2
Maintenance Release 2.9.8.24208-0322/0323
Maintenance Release 2.9.8.24198-0321
2024 - June
6
Hotfix 2.9.8.24177-0320
Hotfix 2.9.8.24167-0319
Maintenance Release 2.9.8.24167-0318
Hotfix 2.9.8.24162-0317
Hotfix 2.9.8.24159-0316
View all 6
2024 - May
2
Hotfix 2.9.8.24152-0313
Maintenance Release 2.9.8.24131-0311
2024 - April
1
Hotfix 2.9.8.24092-0309
2024 - March
3
Hotfix 2.9.8.24081-0307
Maintenance Release 2.9.7.24065-0304
Hotfix 2.9.8.24089-0308
2024- February
2
Hotfix 2.9.7.24045-0302
Maintenance Release 2.9.7.24040-0301
2024 - January
2
Maintenance Release 2.9.7.24023-0299 and 0300
Hotfix 2.9.7.24012-0298
2023- December
1
Maintenance Release 2.9.7.23356-0297
2023 - November
4
Maintenance Release 2.9.7.23310-0291
Maintenance Release 2.9.7.23310-0292-0293
Maintenance Release 2.9.7.23321-0294
Maintenance Release 2.9.7.23333-0295
2023- October
6
Hotfix 2.9.7.23276-0284
Hotfix 2.9.7.23283-0287
Partial System Downtime - Incident Report for Qualer
Maintenance Release 2.9.7.23293-0288
Maintenance Release 2.9.7.23300-0289
View all 6
2023 - September
4
Maintenance Release 2.9.7.23247-0278
Hotfix 2.9.7.23258-0280
Maintenance Release 2.9.7.23269-0281
Maintenance Release 2.9.7.23273-0283
2023 - August
2
Hotfix (HF-0274)
Hotfix (HF-0275)
2023 - July
2
Maintenance Release (0270)
Maintenance Release (0273)
2023 - June
1
Maintenance Release (0269)
2023 - April
1
Barcodes available in Qualer Certificates/Labels
2022 - November
3
Product & Asset Improvements
Survey Module Improvements
Calibration Module Improvements
2022 - June
6
Custom Notifications
Reverse Traceability
Service Records Module
Service Agreements Module Improvements
Other Improvements
View all 6
2021 - July
7
Qualer Version 2.9.5: Functionality Scope & Risk Assessment
Service Agreement Improvements
Pricing Improvements
Client Management Improvements
Calibration Module Improvements
View all 7
2020 - September
8
Asset Management Improvements
Work Order Templates
Custom Product Taxonomies
Work Order Flows and Contexts
Specification Improvements
View all 8
2019 - November
9
OAuth & Active Directory Integration (Qualer Identity Service)
Transfer Assets to Clients or Between Clients
Field Validation and Visibility Rules
Product Management Improvements
Start New Work Order from Previous Work Order
View all 9
2019 - June
12
Resourcing and Scheduling (Work Calendar)
Tax Territories
Custom Fields Linked to Asset Attributes
Dynamic Work Item Workflow Engine
Specification Classification - Multiple Tolerance Classes
View all 12
2019 - January
10
Smart Ticketing & Surveys
Client Asset Manager
Unit of Measure Conversions in Uncertainty Budgets
Specification and Product Management Improvements
Large Order Creation Responsiveness
View all 10
2018 - September
11
Qualer Version 2.5: Functionality Scope & Risk Assessment
Extended Uncertainty Budgets
Extended Custom Fields
Data Only Entry Mode
Display Key Work Order Milestones
View all 11
2018 - May
9
Qualer Version 2.4: Functionality Scope & Risk Assessment
Curated asset information changes
Subcontracting and outsourcing of work
Integration with Excel forms
Automatic printing
View all 9
2017 - December
31
Qualer Version 2.3: Functionality Scope & Risk Assessment
Displaying Only Applicable Values For Filtering
Export To Excel From Client Work Orders
Printing Multiple Labels On One Page
Surveys And Questionnaires
View all 31
2017 - June
26
Qualer Version 2.2: Functionality Scope & Risk Assessment
Search for Client Accounts using an Asset Serial Number
Improved Asset Filtering and Management
Assign a Group of Tools to Service Measurements
Manage Calibration Measurement Capability (CMC) Values
View all 26
2017 - March
12
Qualer Version 2.1: Functionality & Risk Assessment
"Auto Tare" Command Enabled in Qualer.Direct Application
Notification Available After Client Requests "Local Pick-Up" in Service Request Form
Electronic Form Variations
Additional Tool Management Functionality
View all 12
2016 - December
1
December Version Release
