Documentation and Support

Areas are used as folders/filters for organizing assets, documents, products, inventory, and services. You can use the same Area Classification for multiple...

Companies will have the ability to decide which fields in the asset information and asset service record are mandatory or optional. These rules apply to bot...

This guide is for performing administrative tasks related to managing client classes. Client classes can be unique and customizable just for you. Step-b...

Companies can create employee security groups and assign security roles to said security groups. Employees of the companies can then be assigned to groups a...

These steps outline how to manage IP restrictions and access settings within the Qualer platform. Step-by-Step Instructions:  Sign in to Qualer. Go to A...

Overview Service Pricing should be configured after identifying your service capabilities and defining your service levels. This setup allows you to ...

Steps to Configure Change Management Navigate to Change Management: Administration > Security Settings > Change Management. Note: If you do not see...

Steps to Configure Service Workflows Define Custom Workflows: Set up custom workflows to manage asset status, signatures, and locks. Configure Stat...

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 ...

Steps to Configure Uncertainty Budget in Qualer Click "Administration" on the main menu. Select "Sites" from the left bar and click ...