Automatic tool selection helps technicians apply the correct equipment quickly during fulfillment/service and set simple rules that auto-apply the same choice across similar work, orders, or defined time windows. Tool selection occurs during fulfilment/service inside the measurement form or in the dedicated Tools & Standards tab.

What It Does

  • Apply a selected tool immediately to the current point, measurement, form, asset, order, or all unassigned points.
  • Create a rule so Qualer auto-applies your chosen tool for this asset, this order, your current login session, today only, or all orders.
  • Support for primary, secondary, and auxiliary tools during fulfillment.
  • Optional tool preference logic can preselect tools based on expected values and configured ranges.

Key Terms

  • Tool Selection Scope (Apply now to): where your current selection is applied immediately (for example, a single point or the whole form).
  • Rule Selection Scope (Apply on commence work): how a stored automatic rule persists and when it auto-applies in future work.
  • Primary/Secondary: the main or alternate tool used for a measurement parameter.
  • Auxiliary: additional tools (for example, standards) used alongside primary/secondary tools.

Instant Application

Use the "APPLY NOW TO" dropdown to select a tool selection scope.

 

  • All Unassigned: apply to all points without a tool in the current context.
  • Current Point: apply only to the selected point.
  • Current Measurement: apply to all points in the current measurement set (excluding the current one if already assigned).
  • Current Form: apply to all points in the current batch/form (excluding the current one if already assigned).
  • Current Asset: apply to the current asset (unit under test).
  • Current Order: apply to all relevant points in this service order.

Automatic Rules

Use the "APPLY ON COMMENCE WORK" dropdown to select an automatic rule

 

  • No Automatic Rule: do not create a rule; applies only now.
  • For This Asset: auto-apply this tool when working on the same asset again.
  • In This Order: auto-apply within the same service order only.
  • Login Session: auto-apply for your current login session (ends when you sign out/expire).
  • Today Only: auto-apply for today (based on your local date at the time of selection).
  • In All Orders: always auto-apply for future work, across orders.

How Qualer Chooses Which Rule Applies

When multiple rules could apply, Qualer uses a defined priority.

  • Primary/Secondary tools priority (highest to lowest): For This Asset → In This Order → Login Session → Today Only → In All Orders.
  • Auxiliary tools priority (highest to lowest): In This Order → Login Session → Today Only → In All Orders.

Limits and Safeguards

  • "No Automatic Rule" only applies your selection one time.
  • Rules are personal to the signed-in employee and apply within your company context.
  • "Today Only" uses your local date at selection time to match “today”.
  • Creating a new rule may replace an existing rule in the same scope.