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Knowledge base
Qualer Web
Tour of Qualer
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
21
Employee Administration
Site Administration
Departments Administration
Company Basic Information
Operation Settings
View all 21
Managing Assets
13
Registering a New Asset
Searching for and Filtering your Assets
Asset Pools
Maintenance Plans
Service Records Module
View all 13
Service
9
Work Order Manager
Creating an Assetless Order
Service Agreements
Creating Surveys
Setting Up TAR (Test Accuracy Ratio)
View all 9
Products
4
Product Manager
Product Taxonomy
How to Create a Product Specification
How to Create a Generic Specification
FAQs
34
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 34
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
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
Infrastructure & Technical Operations
Disaster Recovery Information
0
Feature Updates
2023 - September
3
Maintenance Release 2.9.7.23247-0278
Hotfix 2.9.7.23258-0280
Maintenance Release 2.9.7.23269-0281
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
Qualer Inventory
Introduction
1
Setting the Scene for Inventory