Qualer Update Version 2.3

Go-Live Date: December 15, 2017

Access to Validation Site: November 24, 2017

Access to Preview: November 17, 2017

Announcement: October 27, 2017


A minor release will be made to the Qualer platform on December 15, 2017.  This release will include various bug fixes, and added functionality to improve your overall experience with the Qualer system. A summary of the functionality included in this release, and an impact assessment for each feature is listed below:           


Feature ID Feature Description Relevant Module(s) Risk
23902 Unassign Primary And Secondary Tool In The Work Order- This will allow users to reset primary and secondary tool selections.
 Fulfillment Interface 3 - Low
23905 Display And Change Client's Asset Assignment To Vendor Sites- Vendors will now have the ability to see and change their client's asset assignment to their sites.
 Client Manager 3 - Low
23956 Additional Sorting Criteria For Assets- Users will have the ability to sort assets by Asset Tag, Asset User, and Serial Number. 
 Asset Manager 3 - Low
23957 Displaying Only Applicable Values For Filtering- The asset manager will only display filters that are associated with the current list of assets.
 Asset Manager 3 - Low
23959 Export To Excel From Client Work Orders- Vendors will have the ability to export all work orders for a single client. 
 Client Manager 3 - Low
23962 Bulk Generation Of Invoices- Vendors will have the ability to bulk generate invoices in the Invoices and Collections Module.
 Invoices and Collections Manager 3 - Low
23964 Configurable Environment Factor Ranges- Each company will have the ability to determine valid ranges and expiration periods for environmental conditions.
 Fulfillment Interface 3 - Low
23967 Searching Client Companies By Alternative And Legacy Names- Search functionality will be expanded in the client manager to allow vendors to search for companies by alternative and legacy names.
 Client Manager 3 - Low
23968 Management Of Asset And Product Level Documents- Users will have the ability to upload asset level documents and better manage documents with additional viewing and deleting capabilities. 
 Asset Manager 3 - Low
23969 Retaining Previous Selection For Efficiency- To increase efficiency in the platform, we have introduced logic where the system will remember previously used selections (ie Site Name). Asset Manager 3 - Low
23970 Saving And Using Employee Signatures- Users will have the ability to save signatures to their account and to apply when orders are signed-off.
 Fulfillment Interface 3 - Low
23971 Printing Multiple Labels On One Page- Users will now have additional flexibility to determine which position on a page they would like to begin printing labels.
 Fulfillment Interface 3 - Low
23973 Improved Specification Management- Users can now manage product specifications in the Product manager and separate multiple specifications by functions. Product and Specification Manager 3 - Low
23974 Bulk-Change Status Codes For Work Items- Users will be able to easily manage and change the status of items in the Work Items module without entering the fulfillment screen. Work Items Manager 3 - Low
23976 Custom Company Links In Dashboards And Toolboxes- Users will now have the ability to customize their dashboards with links, allowing them to integrate with other systems.
 Administration Module 3 - Low
23977 Surveys And Questionnaires- This new feature will allow users to fill out simple forms to capture client feedback or create work order requests.
 Customer Interaction Module 3 - Low
23904 Select Service Type For Assets Added At The Fulfillment Stage- Technicians will be able to choose one time service options if the asset is added directly into the work order. Fulfillment Interface 2 - Medium
23906 Measurement Not Taken Option- Technicians will be able to mark measurements points as "limited" to indicate they were unable to capture the measurement. Users will have the option of omitting these limited readings from the reports. 
 Fulfillment Interface 2 - Medium
23952 Orders Rejected By Clients- Now, when orders are rejected by clients, a reason will be captured for their vendors and this action will get documented in the order history notes for added traceability.
 Work Order Manager 2 - Medium
23955 Scheduling Service On Specific Weekday- Users will now be able to select the day of the week they would like service to be scheduled (ie first Tuesday of the month).
 Maintenance Plans Manager 2 - Medium
23963 Invoices And Collections Module- This new module will allow vendors to easily manage and export invoices for multiple orders on one central screen.
 Invoices and Collections Manager 2 - Medium
23966 Data Entry Form Improvements- Data entry forms will be revamped and improved to be more user friendly.
 Fulfillment Interface 2 - Medium
23975 Parts And Charges On Order Level- Parts and Charges can now be added on the order level, instead of being linked to a specific asset.
 Fulfillment Interface 2 - Medium
23953 Conditional Report Definitions- There will be added logic in reports, so users will not need multiple report templates based on criteria (ie multi vs single channel).
 Fulfillment Interface 1 - High
23951 Reports Versioning- Qualer will now maintain all versions of order documents that were generated or uploaded into the system.
 Fulfillment Interface 1 - High
23958 Assets That Are Currently Scheduled For Service Should Not Go Past Due- If an asset is scheduled for service it will no longer be marked as Due for Service or Past Due, regardless of when the order is completed.
 Asset Manager 1 - High
23965 Multi-Channel Readings Capture- This new logic for multi-channel equipment will allow the technician to determine if they would like to capture readings by channel, measurement point, or with a multi-channel reference standard. 
 Fulfillment Interface 1 - High
23972 Override Next Due Date For Assets On Maintenance Plans- Technicians will now be able to override the next due dates for assets even if the equipment is linked to a maintenance plan.
 Fulfillment Interface 1 - High
24001 Schedule Tasks On Fail Events- This feature will allow maintenance tasks to be triggered following a fail event on a previous task.
 Maintenance Plans Manager 2 - Medium
24514 Using Customer Standards- Service Providers will now have the ability to use tools and reference standards provided by their customers.
 Fulfillment Interface 3 - Low




Overview of Qualer's Risk Assessment Procedure

Risk is defined as Low, Moderate, or High based on the criteria identified in the following table: 

Consequence

Likelihood Based on the Frequency of Use


Low
(highly unlikely)

Medium

(credible/not likely)

High

(credible/likely)
Low
(Unregulated environment)

Low

Low or Medium

Medium
Medium
(Business operations)

Low or Medium

Medium

Medium or High
High
(IS0 9000/GxP environment)

Medium

Medium or High

High


Controls will be tested, as indicated:

Risk
 Level of Testing
Low
 Significant controls and functions will be tested for correct function. Invalid inputs and/or usage will not be tested, but will be noted if found.
Medium
 All controls and functions will be tested for correct function. Invalid inputs and/or usage will not be tested, but will be noted if found.
High
 All controls and functions will be tested for correct function. Where possible, invalid inputs and/or invalid usage will be tested to verify appropriate failure conditions.