Documentation and Support
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
858-223-1560 (after-hours dial 858-224-9516)
Knowledge base
Getting Started in Qualer
Overview of Qualer Functionality
4
Tour of Qualer
Assets Overview
Service Requests and Work Orders Overview
Qualer Dictionary of Terms
Qualer Topography
3
Companies, Sites, Rooms and Stations
Asset and Work Order Management
Employee Organization: Departments and Roles
Administration
19
Employee Administration
Site Administration
Departments Administration
Company Basic Information
Operation Settings
See all 19 articles
Managing Assets
11
Registering a New Asset
Searching for and Filtering your Assets
Asset Pools
Maintenance Plans
Asset Status Types
See all 11 articles
Service
8
Work Order Manager
Creating an Assetless Order
Service Agreements
Creating Surveys
Setting Up TAR (Test Accuracy Ratio)
See all 8 articles
Products
4
Product Manager
Product Taxonomy
How to Create a Product Specification
How to Create a Generic Specification
FAQs
26
Creating a Desktop Shortcut
How to Edit Products
Service Terms
Take an asset back into service from being retired
How to delete the tool
See all 26 articles
For Service Providers
Common Work Flows
11
Add a New Client
Updating and Adding Client Information
Adding Client Maintenance Plans
Entering Asset Service History
Generate a Work Order for Your Customer
See all 11 articles
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
See all 7 articles
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
See all 6 articles
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
Infrastructure & Technical Operations
Disaster Recovery Information
1
Qualer Disaster Recovery Plan
Feature Updates
2020 - September
8
Asset Management Improvements
Work Order Templates
Custom Product Taxonomies
Work Order Flows and Contexts
Specification Improvements
See all 8 articles
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
See all 9 articles
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
See all 12 articles
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
See all 10 articles
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
See all 11 articles
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
See all 9 articles
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
See all 31 articles
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
See all 26 articles
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
See all 12 articles
2016 - December
1
December Version Release