Overview


The Operation Settings panel helps you define the different groupings, classes, units of measure, and asset pools to further customize your company's Qualer experience. These tools allow users to organize their assets in a variety of flexible ways.



Workflow


Client Classification


Client classifications can be used as tags for your client accounts that will help filter and organize your "Manage Clients" page.  These tags can act as indicators for how your client will be serviced. For example, tags can be: Academic, Government, Retail, etc. or GMP vs Non-GMP, or Tier 1/ Tier 2/ Tier 3. 





To add a classification, simply type the name and click "Add Client Class."  





To remove the tag, click the red "X" to the left of the Class Name. To edit the Class Name, click on the name field and begin typing.





To assign these classifications to your client's account, first select the client from your "Manage Client" page under the SERVICE module. Once you have selected the client, choose the correct tag from the drop down menu of "Class" in the "Company Information" folder of the ACCOUNT tab.  





Asset Pools


Asset pools can be used as a tag for individual or groups of assets and can be linked to specific internal SOP's.  For example, asset pools can be created for assets that are Loaners, GMP regulated, Capital/Non-Capital Assets, etc. 





Assign SOP's to each asset pool using the Documents loaded into the Qualer Document Manager. 


To add a pool, simply type the name and click "Add Asset Pool."





To remove the pool, click the red "X" to the left of the pool name. To edit the Asset Pool name, click on the name field and begin typing.





Company Lookup


"Company Lookups" are tags that can be assigned to different categories for individual assets and can be used as configurable filter parameters. Choose a "Lookup Type" from the drop down menu, and create relevant values/categories based on the type of filter you are configuring.  





To add a new value, simply type in the name of the value and click "Add New Value"





To remove a value, click the red "X" adjacent to the name. To edit a value, click on the name and begin typing. 





Now that you have set up and configured all the possible values for each Lookup Type, you can assign them to your assets in the asset profile "edit" pop-up:





View the assigned Lookup in the Asset Information pop-up:





Search for all assets with the assigned lookup by using the top filter options in the Asset Manager: 





You may also add additional lookups to your clients: invoicing, standing (ie. excellent, good, fair, poor, etc.), and category (ie. tax exempt, etc.). For example, for “client invoicing” you may add the following values: paperless invoicing and paper invoicing. These would then appear in your client’s account (under manage clients select your client).







In addition to various asset lookups you can now assign lookups to your orders and order items. Order item lookups (in progress, delayed, withdrawn, completed) will allow your technicians to choose from a list of pre-configured values (statuses). For example, for “order item delayed work status” you can add the following values: needs review, waiting on parts, waiting for approval, etc. After configuring these lookups, you will be able to access them after entering the “order detail view” (select work order number then select green “order detail view” button from toolbox on the right).







If an entire order needs to be delayed or canceled, you can also create lookups. These would appear as a drop down menu after selecting “delayed” or “canceled” from the toolbox to your right on the work order.  There are pre-configured values for both lookups, but you may add additional values.





Areas


Areas are used as folders/filters for organizing assets, documents, products, inventory, and service.  You can use the same Area Classification for multiple applications or for just one. Each area classification creates a filter category, while the folders and sub-folders can be created for added granularity. 





To add a new Area, click the "Add New Button" and type the name in the "Classification Name" field. Next, select where in your portal you would like this area to be displayed by checking the appropriate boxes in the "Applicability" field.  Click "Save" to create the classification and begin adding folders. 





After you "Save" you can select "Add New Area" 





To add sub-areas or sub-folders, select an existing area, and click "Add New Area" enter the name of the sub-group and press "Save"





To edit an existing area, select the name and click the "Edit Area" button.





To delete an area, first you must be sure there are no existing sub-areas, select the name and click "Delete Area." You will then be prompted to confirm this action. 





To delete the entire Classification as a whole, select the "Delete Classification" button on the lower right of the panel. Confirm this action by clicking "OK" in the confirmation pop-up: 





Security


The Security Tab allows you to define parameters that protect user information and site accessibility.

  



Service


The Service Tab is where you can set On Site service options for your customers to choose from within the Logistics tab in a service order.  Here you can let your customers always be able to select On Site service, select On Site service only when it is configured under service levels, or not be able to select On Site service at all.





IP Policy


In the IP Policy tab you may choose to restrict access to your Qualer platform by allowing access and use only to designated IP Addresses





Limit Site Access to Specified IP Addresses:

Through this functionality, you can limit the access to your platform from a single IP Address, multiple IP Addresses, and/or a range of IP Addresses.  You can also, but are not required to, limit access for a certain time range and/or certain days of the week.


To limit access to a single IP address, you will enter the address in the Start IP box, if you want to set this address to a certain date and time you will fill in the Start Time, End Time, and Days fields, then click "Add".  To limit access to additional IP addresses, you will repeat the steps above: 




To limit access to a range of IP addresses, you will enter the first IP Address in the Start IP field, the last address in the End IP field, then fill in the Time and Days fields (if desired) then click Add.





Once added, to activate the restrictions, be sure to click the check box "Limit site access only to the following IP addresses":




Limit Site Access to Specified API Addresses:

API access to your platform can also be restricted in a similar way as indicated above.  However, this function does not allow you to limit access through specific days or times:





Once added, to activate the restrictions, be sure to click the check box "Limit API access only to the following IP addresses":