Documentation and Support

Getting Started 2

• Welcome to Qualer: The Future of Asset Health Management
• Qualer Dictionary of Terms

Administration 24

• Manage Employees Account
• Configure Employee Contact Info
• Configure Sites
• Set Up Company Profile
• Set Up Department

View all 24

Products 4

• Product Manager
• Product Taxonomy
• Create a Product Specification
• Create a Generic Specification

Assets 15

• Register New Asset
• View Asset Information
• View Asset Attributes
• View Asset Status
• Filter and View Assets

View all 15

Service 25

• Work Order Manager
• Creating an Asset-less Order
• Service Agreements
• Creating Surveys
• Service Requests and Work Orders

View all 25

Asset FAQs 38

• Remove/Delete Product Specifications
• 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 38

Service FAQs 13

• 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 13

2025 - March 9

• Create and Manage Custom Asset Statuses
• Maintenance Release 2.9.8.25073-0339
• Configure Asset Status Triggers
• Hotfix 2.9.8.25085-0340
• Configure Review Checkpoints for Service Requests and Work Orders

View all 9

2025 - January 5

• Add New Rounding Option "Set specific number of decimal places from the asset attribute"
• Maintenance Release 2.9.8.25024-0336
• Uncertainty Budget Screen Update Overview
• Hotfix 2.9.8.25017-0335
• Hotfix 2.9.8.25014-0334

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 - December 0

2024 - November 2

• Maintenance Release 2.9.8.24324-0330
• Hotfix 2.9.8.24331-0331

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 3

• Hotfix 2.9.8.24247-0325
• Maintenance Release 2.9.8.24271-0327
• How to Set Up Pass/Fail Measurements and Custom Fields in Qualer

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