Documentation and Support

Site Administration Overview

Qualer uses the concept of a "Site" to delineate between business units, laboratories, and physical facilities. The site architecture is flexible enough to accommodate each company's unique structure. 

Sites Listing

The site listing serves as the home screen of the Site Administration tab. This listing shows you the names, locations, and number of registered assets at each of the sites in your company. New Sites can be added by clicking the "Add New Site" button at the bottom of the screen.

Adding a New Site
A "site" refers to a specific location or facility that can be configured with various functionalities such as Site Facility, Service Hub, Inventory Storage, and Production capabilities.

Step-by-Step Instructions:

• Access Site Management: Log into your Qualer account, go to "Administration," and select "Site Management."
• Add New Site: Click on “Add New Site.”
• Enter Site Details: Input the ‘Site Name’ and ‘Site Code.’
• Configure Site Functionalities: Enable options as needed, such as Site Facility, Service Hub, Inventory Storage, and Production.

• For example, sites enabled to be Service Hubs for internal calibrations/services can be selectable in a work order. Science Facilities can selected for sites for research purposes. Production Sites can be for any sites focused on manufacturing. These service types are also filterable in the Company Dashboard page of your portal.

  

• Set Time Zone and Service Hub: Choose the appropriate time zone and, if applicable, select a Service Hub.
• Save the Configuration: Click “Save” to add the site.

Allows users to edit the Billing Address and Shipping Address.

Allows Users to edit Shipping Options

Step-by-Step Instructions:

• Hover over "Administration".
• Click the "Sites" link, then select the desired site name to access "Site Information."
• Click the "Shipping Options" link.
  1. Add a Territory:
     • Click "Add Territory," enter the territory name and promo message, then click "OK." 
  2. Edit a Territory:
     • Click "Change Territory," modify the territory name and promo message, then click "OK."
  3. Add a Shipping Service:
     • Click "Add Shipping Service," enter the service name, select a rate formula ("Free"), and choose shippers (e.g., FedEx options). Click "OK."
  4. Edit a Shipping Service:
     • Click on the created shipping service name, change the service name, select a different rate formula ("Flat Rate"), input a fixed charge, and then click "OK."
  5. Delete a Shipping Service:
     • Click the "Delete" button next to the shipping service, and confirm deletion in the pop-up by clicking "OK”.
  6. Delete a Territory:
     • In the "Change Territory" view, click "Delete Territory," confirm deletion in the pop-up by clicking "OK".

Allows Users to edit a Room

Step-by-Step Instructions:

• Hover over "Administration".
• Click the "Sites" link, then select the desired site name to access "Site Information."
• Click the "Rooms" link.
  1. Add a Room:
     • Click the “Add Room” button and create the Room Name, then select “Create”.
  2. Delete a Room:
     • Click the created room name, then click the "Delete Room" button on the right side of the screen.

Allows Users to Add a New Tool

To add an asset as a tool, the asset must first be registered and assigned the to site in which the tool is stored and/or used. (Note: product categories link the tool to the correct reference standards.) 

Step-by-Step Instructions:

• Hover over "Administration.
• Click the "Sites" link, then select the desired site name to access "Site Information."
• Select "Tools" link.
• Click the "Add New Tool" button.
• Click the "Tool Type" dropdown list.
• Select a type from the "Tool Type" drop-down.
• Enter the created asset serial number in the "Find Asset" field.
• Click the "Find" button
• Click the checkbox near the "Manufacturer" column
• Click the "Register Select Assets as Tool" button
• The asset is registered as a tool successfully and displayed in the "Tools" table.

Allow Users to Add and Edit Stations

Step-by-Step Instructions:

• Click "Administration" in the main menu.
• Select "Sites" and click your site name.
• Choose "Rooms" and select a room.
• Click "Add New Station," enter the station name and description.
• Click "Update," then "Return to the list."

Allows Users to add a Budget for Uncertainty Tools.

Uncertainty budgets can be defined for each type of measurement. Each tool used for calibration should be associated with uncertainty budget.

Step-by-Step Instructions:

• Click "Administration" on the main menu.
• Select "Sites" from the left bar and click your site name.
• Go to the "Uncertainty" tab and choose an option from the drop-down list.
• Click "Add Uncertainty Budget."
• Fill out the budget details:
  1. Enter the budget name.
  2. Select the UOM from the "Base UOM" drop-down.
  3. Choose a probability distribution from the "Use Probability Distribution" drop-down.
  4. Pick a coverage factor from the "Desired Coverage Factor" drop-down.
  5. Input the degrees of freedom and significant digits.
  6. Add any comments in the "Comments" field.
• Click "Update Uncertainty Budget" to save.