Note: Terms may refer to features that are unavailable with your subscription.
Term | Description |
| Accuracy | Accuracy refers to how close a measured value is to the true value or the standard value of the quantity being measured. High accuracy means the measurement is very close to the true value. |
| Accuracy Class | Instead of trying to achieve a pass or fail, the asset may be tested for what class it falls into. For example, a ring gauge can fall in Class X or XX depending on how far off the nominal the measured reading is. |
Activation Date | When the asset or warranty was placed into service. |
| Advance recall period | The length of time in advance that an asset tied to a maintenance plan that is due should appear as due for service. This is before the true asset's due date. For example, an asset can be due on the first of the month. After the first of the month (or past due grace period), the asset will be considered past due. |
Areas | Areas are used as folders/filters/tags for organizing assets, documents, products, and orders. You can use the same Area Classification for multiple modules or for just one. Each area classification creates a filter category in the user interface of each module. Folders and sub-folders can be created for added granularity. Can also be used to create "Tool Groups" which are seen in the as found and as left screens during work item fulfillment when a tool is selected.
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Asset | A piece of equipment that is tracked in Qualer. Learn how to Register An Asset |
Asset Description | Additional information about the asset. This is searchable. |
Asset Lifespan | The length of time that the asset is expected to be in service before needing replacement or retirement. |
Asset Name | Identifying name of the asset. This is searchable. |
Asset Pool | A grouping mechanism for assets in the Asset Manager. SOPs can be linked to the pools so users must check that they followed the SOP before moving the asset to another pool. |
Asset Record | For any asset within Qualer, you can store past/present/future service events as records. |
| Asset Status | Current state of the asset. Learn more about asset statuses. |
Asset Tag | Secondary identifier of the asset (Primary is Serial Number). This is searchable and can be sorted A-Z or Z-A. Can be autogenerated. |
Asset User | Equipment owner. It is purely informational but can be searched and sorted by A or Z-A. |
Attributes | Users can add unlimited custom attributes at the asset and product level for internal assets or clients' assets. These attributes can be configured for each asset independently via configuration in the Asset Manager or can complement attributes configured for the product models in the Product Manager. |
| Change Management | Rules that can be set to require reasons or logs when assets, asset service records, or asset maintenance plans are edited, added, or deleted by internal employees or vendors. Note: if you do not see this feature, please contact support to have it turned on. Learn about change management  |
Class, Criticality, Condition | Informational pieces about the asset that are set in Administration. These are filterable at the top of the asset manager. |
Client Classification | Various group names that clients can be linked to. This will assist in filtering in the Manage Clients view.
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| Client Sponsored Portal | One half of a bi-directional ecosystem. Allows clients (asset owners) to submit service requests, review certificates, view their assets and perform other business functions. |
| Cloud-based Infrastructure | Qualer's Enterprise Asset Management Software is a proprietary cloud-based asset management software that is a Closed System as defined in 21 CFR 11. It uses Microsoft Azure Cloud, allowing real-time collaboration between organizations, regardless of location and as long as internet connectivity is available. |
Company Dashboard | The company dashboard provides stakeholders with a ‘birds-eye-view’ of their organization. Because user profiles are configurable, the company dashboard can be tailored to what is pertinent for that user’s day to day responsibilities. A complete Company Dashboard will provide visibility into each of the organization’s sites and the affiliated Assets and Work Orders. |
| Company Link | A place to set up custom hyperlinks within the portal. These can be urls to websites outside of Qualer or for Surveys used in Qualer. Learn how to create company links
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| Company Lookup | Custom item statuses, order cancel reasons, asset conditions, and more can be set up here.
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Container | Physical container for other assets when housing them. This could be a cold storage asset like a freezer or a cardboard box. These can be added in Administration under Sites > Rooms > Stations. Learn about Containers |
Custodian | An employee within the portal. Being the custodian of an asset means the user can sign up for any of the "My Assets..." notifications in his/her profile. This is filterable at the top of the asset manager. |
Department | Larger grouping for who owns the assets. One department can have assets at multiple sites. These can be added in Administration. This is filterable at the top of the asset manager. |
Deprec. Basis | How much an asset's cost declines over time. |
Deprec. Type | Type of depreciation the asset will have over time. |
| Document Manager |
The document manager is a module that allows users to store critical documents that relate to their organization’s operations. In this area, users can view and reference documents. Functionality features such as searching for and filtering are available here. The Document Manager can be restricted to only authorized users. Examples of documents to be stored could be internal SOPs or training documents. |
Document Number and Section | SOP number and section the asset's service should follow. |
| Employees | All users that have access to the Qualer portal.  |
Equipment ID | Another unique identifier for Assets. Typically, this is used instead of an asset tag or as the vendor's identifier for a customer asset. This is searchable and can be sorted A-Z or Z-A. Can be autogenerated. |
| Events & Notifications | A notification can be pushed to a user’s My Tasks portal or via text message/email and is triggered by an action (e.g. sign-off needed, job assignment, job status, assets due for service). The notification preferences can be defined at the user level and can be configured; making it easy for collaboration between multiple departments & organizations. |
Expiration Date | When the warranty expires. |
| Generic Specification | A specification that can be applied to a certain category. The asset that is being tested can be tied to any product, but the product must be the same category as the specification's category in order to show as a selection. Learn how to create a generic specification  |
| Group Membership | Companies can create employee security groups and assign security roles to said security groups. Employees of the companies can then be assigned to groups and assume associated security roles. |
Legacy ID | Old identifier of the asset. This is searchable. |
Location | Additional information about where an asset is, like on the wall. This is searchable. |
| Manufacturer | The maker of a product. |
| Manufacturer Part Number | The model number of the product according to the maker. |
Maintenance Plans | Used to define requirements for keeping each asset in a state of control. Each plan can contain one or multiple segments, which are defined as Maintenance Tasks. Each task in the plan defines the service type and the service interval between each step. Maintenance Plans can be configured to use results to determine the next steps. |
| Maintenance Plan Template | For service providers, a plan template can be created instead of a maintenance plan. Maintenance plans are for internal assets or standards. A plan template, however, can be a generic plan that can be applied to customers' assets. |
| Maintenance Task | A segment or objective within a Maintenance Plan. Each Maintenance Plan can have multiple Maintenance Tasks. For example: If you have an Annual Maintenance Plan, some Maintenance Tasks within that plan could include Cleaning, Calibration and Quality Inspection. Each Maintenance Task can have different procedures, service intervals (dates), and service providers. |
| Measured Quantity | Type of unit of measure like temperature, length, resistance, etc. |
| Measurement/Parameter | Type of measurement taken when the level(s) is applied. This is also known as "Parameter" in the specification. |
Multi-Component System | Feature to tie assets together, like various parts of an HPLC (high performance liquid chromatography) that are serviced separately. Learn about Multi-Component Systems |
Notes | Important information to know when the asset is being serviced. This will show as a yellow sticky note on the work item fulfillment screen. |
| Notifications | Design email templates for sending portal invites, automatic notifications (seen in the employee profile), and manually sent emails through work orders are set here. The generic email template that shows, including the subject line and reply to email, can be adjusted. Learn more about notification settings |
| Operation Settings | 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. Learn about operation settings |
| Parameter | The main measurement set that is being tested. Also known as "measurement/parameter" in the service levels. |
| Part Number (Manufacturer) | Model number of the product according to the maker. |
| Parts & Accessories | Pieces that can be applied to products. These will be available to add at the work item level or work order level. |
| Past due grace period | The length of time after an asset tied to a maintenance plan is due should appear as due for service, before transitioning into Past Due. Past due grace period is after the true due date. For example, an asset could be due on the month's last day. After the last day of the month, the asset will be considered past due. |
| Precision | A value that the standard deviation of multiple readings must be less than in order for the test point to pass. |
| Print queues | 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 report. Additionally, a print queue may accept only reports generated or uploaded by specific employees. Learn about automatic printing |
| Product | A product is a manufacturer and part number. Multiple assets can be linked to one product. Learn about the product manager.  |
| Product Category Subordinate Product Type (Child Category) | The broad classification that groups products based on their primary function and design. Example: Pipettes — Instruments used in laboratories for measuring and transferring small volumes of liquid. A more specific classification within the primary category that details variations based on functionality, precision, or specific applications. Example:
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| Product Name | Name of the product as given by the manufacturer. |
| Product Description | Additional information about the product, like the range of use. |
| Product Specification | Specifications are a set of test points. A test point is a nominal/expected value that an asset will be tested at along with a tolerance between which the measured value is acceptable. One specification can contain one or multiple test points. Specifications are applied in the as found and as left sections of the work item fulfillment screen. Specifications can only be applied to one product. The asset that is being tested must be attached to the same product that the specification is tied to in order for the specification to show as a selection.  |
Purchase Cost | Amount the asset was purchased for. |
Purchase Date | When the asset was bought. |
| Qualer Direct | This application allows your devices to communicate with your computer to transmit reading data into a selected measurement fields. Can be used to integrate with reference standards, like a balance, so the readings are automatically captured on a work item fulfillment screen (i.e. as found or left). Qualer Direct is a Windows application that is installed on the computer to which an external tool (like a precision balance) is connected via the COM port or COM-USB adapter. Qualer Direct is capable of receiving the data from the serial port and transmitting it as keystrokes into the open Qualer web form during calibration. Additionally, Qualer Direct is capable of ensuring that the balance that sends the data is the one that is selected in the Qualer web form for traceability purposes. When Qualer Direct is configured, it is also possible to disable manual input and enforce direct data capture. Qualer Direct does not require network access for operation, but it is using the ClickOnce installation technology that is capable of checking for the new version release availability and installing the update automatically upon confirmation. Learn about Qualer Direct |
| Qualer Excel Add-In | Qualer Excel Add-In is a plug-in installed on a PC with Microsoft Office. It injects a “Qualer Save” button into Microsoft Excel to facilitate transmission of Excel documents directly to Qualer work orders. Excel file should be instrumented with special headers, which happens automatically, when Excel file is uploaded to the work order for the first time. After that any changes made to the Excel file downloaded from the work order, can be committed back with a single click on the “Qualer Save” button that appears in the Excel ribbon tool bar. Qualer Excel Add-In requires a regular HTTP/SSL browsing channel to be able to send Excel file data back to Qualer work order. It does not receive any information back from Qualer. To use this, a blank Excel template must be stored within a measurement parameter here:
When the Excel is download from the as found/left section in the work item fulfillment screen, there will be Qualer button. When the Qualer button is clicked, it will automatically upload the Excel to the Labels & Reports section of the work item fulfillment as long as that page is still open in the browser.
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| Qualer Print | Can be used with the print queues to immediately send incoming files to the configured printer without any additional questions or interactions. Qualer Print is a Windows application that is installed on the computer that has direct connection to a printer or to a local network with network printers. Qualer Print is capable of listening to special Qualer print queue, which can be configured to accept certificates and labels from work orders as they are being generated. If the document appears in the desired print queue, Qualer Print will download it and send to the configured printer automatically. This allows for certificates and labels to be printed out immediately as they are created in the work order. Qualer Print requires a regular HTTP/SSL browsing channel to be able to listen to the print queue and download the printable certificates and labels. It does not send any information back to Qualer. Qualer Print is using the ClickOnce installation technology that is capable of checking for the new version release availability over the same HTTP/SSL channel and installing the update automatically upon confirmation. Learn how to print automatically |
| Qualer Search | The first metrology search engine that debuted at the NCSLI Conference in August 2017. Qualer Search is the first application that uses the Metrology Information Infrastructure (MII) data standard, providing users full visibility to accredited service organizations and their capabilities. Try Qualer Search |
| Qualer Sense | Can be used to integrate with environmental standards so the environmental data is automatically captured on a work item fulfillment screen (i.e. as found or left). Qualer Sense is a Windows application that is installed on the computer that access to the local network that also hosts the IP-based environment sensor. It reads the data from that environment sensor and sends it back to Qualer at specified time intervals. Environment data is then populated into the work orders as they are being completed. Qualer Sense requires a regular HTTP/SSL browsing channel to be able to send environment data to Qualer API. It can also receive information from Qualer during room/environment configuration. This information includes the room identifier that is used to send the environment data back and valid range boundaries for each environment parameter. Qualer Sense is using the ClickOnce installation technology that is capable of checking for the new version release availability over the same HTTP/SSL channel and installing the update automatically upon confirmation. |
| Reference Value | The value that the asset is tested at. Also known as the "nominal" or "expected value". |
| Registration / Certification | The registration is where the scope of accreditation is held. Within the certification, the actual CMC scope that is found on the certificate can be built to set the uncertainty values when the measured mean is outside of the company's uncertainty budget.
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| Report Definitions | All reports (e.g. certificates, invoices, etc.) that are ready to be generated at either the item or order level. |
Retirement Date | When an asset was placed out of service. |
Retirement Reason | Why the asset is being placed out of service. This is required when a retirement date is input. |
| Role | Roles match the "measured quantity" that are found in the specification as well as the service level measurement sets. These are the specific types of measurement the standard can measure. For example, a hygrometer can measure temperature and relative humidity. |
Room | Physical room within a particular site. These can be added in Administration under Sites. This is filterable at the top of the asset manager. |
Sale Date | When the asset was sold. |
Sale Price | How much the asset was sold for. |
Salvage Value | An estimated resale value of the asset. |
| Security Roles | Also known as "permissions" that the employee has. For example, they have a permission to manage internal assets or edit client account information. |
Serial Number | Main identifier of the asset. This is searchable and can be sorted A-Z or Z-A. |
| Service Capability | Service Capabilities allow system administrators to define the types of instruments and the corresponding services offered by your organization for fulfilling internal or external work orders/requests. Learn about service capabilities. |
| Service Level | Service Levels allow you to create all the distinct services your company provides with the ability to elaborate and define all the options and tasks relevant both to your service team and/or your customers. Service Levels can be defined for services performed internally on your company assets, and/or can be configured for your customers to select from when requesting service from your company. Learn more about service levels |
| Service Option | To provide more granularity about a service, options can be added to a level. These can be priced differently as well. For example, there may be an accredited level and standard level for a caliper calibration. Then there may be options for 0-6" caliper and a 0-12" caliper. |
| Service Pricing | Qualer has multiple fields that represent charges for: Labor: Per hour or flat charges that can be added at the item level of a work order. Parts: Products that are set as a part (e.g. battery) in the Product Manager. Prices can be defaulted in the pricing. Parts can be added at the item or order level. Service Charges: Charges for work. Service Charges, Part Charges, and Repair Charges can all be applied to a Work Order within Qualer. |
| Service Request | A Service Request can be initiated by either the Asset Owner or the Service Provider. Service Requests are defined as orders that should be fulfilled externally by your vendors. Service Providers will use Service Requests to maintain their standards/tools and other internal assets with their vendors. Asset Owners will use Service Requests to submit and manage service proposals to and from their vendors. Service Request submission can be done in the Toolbox or the Service Module. Learn how to request service from your vendor  |
| Service Workflow | Define the paths that work orders follow internally, externally, and for items.
Steps:
External Work Order Flow: The flow for when client assets are fulfilled. This is only for Qualer service providers.
Internal Work Order Flow: The flow for when internal assets are serviced internally.
Work Item Flow Certain item statuses can be set which lock users from working on the item unless they have permission to. Learn about work item workflows |
Site | A location within the company. Assets can be segmented per site and users can have permissions to just one, a few, or all sites. The site is the main location of the asset. There can be multiple sites that belong to one company. These can be added in Administration. This is filterable at the top of the asset manager.
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| Shipping Options | Allows users to set up different shipping options for different territories or regions. Learn about tax territories |
Station | Physical station within a room (like a bench). These can be added in Administration under Sites > Rooms. |
| Subcontracting (Outsourcing) | It is possible to create a linked order with selected work items to be fulfilled separately from the main order. The arrangements between the original vendor and the subcontractor are not visible to the original customer. From his point of view, the work is performed by his vendor. The subcontractor doesn't have access to the original client. From his point of view, it is just a regular work order fulfilled for the original vendor being his client in this case. This allows for streamlined productivity when multiple vendors are used to fulfill an order. |
| Task | An item in the Checklist that must be complete during a service. |
| Tolerance | The allowable limit of error in a measurement. It defines the range within which a measurement or multiple measurements can vary from a standard without causing a problem in the product’s functionality or usage. Tolerance sets the boundaries of acceptable deviation from the specified value. |
| Tools (Reference Standards) | These are the company's internal assets in the Asset Manager that can be used to calibrate other equipment. Learn about tool management |
| Uncertainty | In a technical context, "uncertainty" refers to the quantification of doubt about the measurement result. Whenever a measurement is made, there are always some possible errors and variations, no matter how precise the instrument or skilled the operator. Uncertainty expresses the range within which the true value of the measured parameter is expected to lie with a certain level of confidence. |
| Unit of Measure | Specific magnitude of a quantity like inches, centimeters, ohms, etc. |
| Validation Rules | Rules that can be set to require certain fields to be filled out on assets when onboarding. Certain fields can also be turned off so they are invisible in the asset information. |
| Vendor (Service Provider) | Companies that fulfill service requests or perform work for you or are used as subcontractors. |
Warranty | Information about a manufacturer warranty the asset may be under. |
| Work Item | Individual asset (internal or client) currently in a work order. Learn about item statuses |
| Work Order | A work order can be initiated by a customer or internal employee for a customer. These work orders can be done for client assets or internal assets. A work order is defined as service done internally. If work needs to be subcontracted out, a service request can be created from a work order . Learn about the work order manager Learn to process a work order  |
