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.
This feature requires the installation of the Qualer. Excel add-in on the technician's computer and only works in Windows.
Go to the Work Orders module and download the excel application titled “Install Qualer.Excel add-in”
Once downloaded, go to the Service Levels within the Administration Module. Then select the Measurement Forms tab.
Select the desired measurement, and click on the Custom Fields tab. From here, reference the desired Excel document.
Open a Work Order using the same Instrument Category. When referencing the measurement that we linked the excel spreadsheets to; the linked spreadsheet is available. Click the Spreadsheet.
Once opened, the spreadsheet will have a Qualer Store icon in the toolbar.
Add the desired changes in the XLS and click save and the Qualer Store button. Once saved, the changes will appear in the Work Order.
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.
