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.

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."

Asset Pool could be assigned to an asset by  clicking on Assets> Asset Manager> Select the Asset by clicking on Serial # / Asset Tag / Asset User > Edit info> select asset pool from the drop down.

To assign an Asset Pool to multiple assets, clicking on Assets> Asset Manager> Select the Assets   by checking the assets (as shown below) > Transfer to Another 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 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 "Area group 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 main group and begin adding folders, or sub-groups. 

Select "Add New Area" to create the first sub-group.

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 area group" button on the lower right of the panel. Confirm this action by clicking "OK" in the confirmation pop-up: 


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

The definitions for the password complexities are as follows:

Less Secure: any combination of letters (e.g. abc)

More Secure: must include two of the following types - lower case, upper case, numbers, symbols (e.g. Abc)

Very Secure: must include three of the following types - lower case, upper case, numbers, symbols (e.g. Abc123)

Paranoid: must include all four of the following types - lower case, upper case, numbers, symbols (e.g. Abc123!)


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":

Company Link

With this feature, you are able to add custom links to your company dashboard. This will help streamline service workflows by saving time through the ease of access for links which you may need to reach on a regular basis.

For here, click "Add" and the "Company Link" box will pop up.  Under Link Title enter how you would like this link to be displayed.  Hover Hint will be what shows up when your cursor hovers over the Link.  And Link URL is the link you want this link to take you to.

In the Open Link In the drop-down, you can choose if clicking this link will load the URL on your current page in a new tab.  And the Link Locations drop-down allows you to choose where you would like this link to appear.

By selecting "Main Menu Bar", the Company Link will appear in the top bar on every page.

After adding any required links, you will see the Company Link where you have set it.  Below is an example of it assigned to your "Main Menu Bar" with the Hover Hint displaying.

Print Queues

 Qualer created the Qualer. Print application which is installed on a local computer & connects to a printer. This application listens to the pre-configured Qualer print queues and immediately sends incoming files to the configured printer without any additional questions or interactions.

Print queues are configurable by a company and can be associated with specific types of reports and/or specific employees. When a report is generated (manually or automatically) it ends up in a print queue that is configured to accept this type of the report. Additionally, a print queue may accept only reports generated or uploaded by specific employees.

The application should support multiple queues. For example, there could be a separate queue for labels and certificates to be printed on different printers or from different paper trays on the same printer. The application should display a list of recently printed files with the ability to click and open the file on the local computer and re-print it if necessary.

Navigate to the Operation Settings, within the Administration Module, and select the Print Queues tab.

Type in a fictitious Queue Name, “Certificates”.

The user can then select a designated employee to authorize the automatic printing by clicking Add Employee. Take note that solely this user(s) will be able to generate this report automatically; you can add as many employees as desired.

Once the employees have been selected, then select the linked reports by clicking Add Report. You can add as many reports as desired.

Once configuring the Print Queue proceed to the Work Order page, within the Service Module. Along the right side of the screen, in the Toolbox, install the print application named Install Qualer.Print application.  

An install wizard will appear, elect to install the application and follow the provided steps.

Open the Qualer.Print application. In the top right quadrant, click Configure and then Add Queue. 

Name the Print Queue, Queue ID (refer to the Print Queue tab within Operation Settings) and select the Printer Name.

To ensure the clearest image when printing a label, be sure to check Print as image. The sizing can then be defined either by manually typing them in or by clicking Read Printer Default Settings.

Once all fields have been defined, click Save. If the Printer has been set up correctly, you will see a Green dot next to the Queue Name.

Change Management

Find Change Management by clicking Administration > Operation Settings > Change Management. 

Note: if you do not see this tab, please contact support at (858) 223-1560 or so an employee can turn it on for you. This tool allows users to track any changes in their assets with the reasons logged.

More information about Change management is here

Validation Rules

Companies have the ability to decide which fields in the asset information and asset service record are mandatory or optional. These rules are applicable to both internal and client assets.

To access the field validation rules, navigate to the 'Operation Settings' screen in the Administration section.

Once in 'Operation Settings' click on the 'Validation Rules' tab.

Validation rules can be created for Asset information fields as well as Asset Service Record fields. Click 'Create Rule' then select which you would like to create a rule from the 'Object Type' drop-down.

Next, select which field you would like to create the rule for. Once the field name is selected from the drop-down, mark the 'Is Required' or 'Is Visible'.  Once you are done, click 'Save'.

  • Is Required option does not allow the user to complete the creation or edit of an asset until the field is completed
  • Is Visible option removes the visibility of the specified field during asset creation or edit

Work Contexts

Work contexts can be modified by clicking Manage Work Contexts within the flow or by going to Administration > Operation Settings > Work Contexts tab. Click Add Context if you want workflows to be available in only certain cases:

From here, a variety of circumstances based on asset, site, and client information can be set:

In the above example, the flow that is linked to the GMP Equipment context will only show as an option if the asset type is Val Product Sub-Type, the asset criticality is NOT VallCriticality, the service site is SiteRequest, and the asset pool is ValPool. A variety of combinations can be set. When ready, the context can be linked to the service workflow.