Documentation and Support

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 20

• Employee Administration
• Site Administration
• Departments Administration
• Company Basic Information
• Operation Settings

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Managing Assets 13

• Registering a New Asset
• Searching for and Filtering your Assets
• Asset Pools
• Maintenance Plans
• Service Records Module

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Service 9

• Work Order Manager
• Creating an Assetless Order
• Service Agreements
• Creating Surveys
• Setting Up TAR (Test Accuracy Ratio)

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Products 4

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

FAQs 33

• Creating a Desktop Shortcut
• How to Edit Products
• Service Terms
• Take an asset back into service from being retired
• How to delete the tool

View all 33

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

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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

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

Disaster Recovery Information 0

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

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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