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 support@qualer.com so an employee can turn it on for you. This tool allows users to track any changes in their assets with the reasons logged.
To create a company policy, click ‘create policy’. Policy Scope could be:
- Internal (all assets in the portal)
- External (edits vendors can make)
- All (encompasses Internal and External)
By default, the drop downs will show Instant. To change, click on the word and options will be present:
- Instant: change is automatically made
- Logged: change is automatically tracked and shown in the Changes tab of the asset, which shows once a change has been made
- Gated: change must be approved by someone with the company administrator permission before it is made to an asset
- Change can be approved by clicking on one of the options in the Asset Changes section of the asset manager then going to the Changes tab of the asset and approving or rejecting the modifications
- Note: if you possess the Company Administrator permission, you do not need approval for changes you make
- Logged + Reason: change is automatically tracked and shown in the Changes tab of the asset and also requires a reason from the user
- Gated + Reason: change must be approved by an admin before it is made to an asset and also requires a reason from the user
- Forbidden: only admins can make changes
- Custom: exists only for modify so different rules can be set up for each asset information piece
The changes made to an asset will be visible when you open an asset's information page.
Click on Asset > Asset Manager from the top column > Select the number in blue > Changes tab
