Your Customer Onboarding Manager (COM) will guide you through each feature in Qualio, focusing on your priorities to ensure you're ready to launch Qualio to the rest of your organization at the end of the 8-week onboarding project. Below is a list of activities and tasks that could be completed as you're getting started, along with links to specific guidance for those activities.
New User Guides
User Management
Set up your Qualio account (All users)
Review Admin capabilities (Admins only)
How to invite users (Admins only)
Understanding User Permissions (All users)
Document Workflow
Create a document template (Quality user only)
Understand the difference between a template and a document (Quality user only)
Create a new document (Normal and Quality users)
Send a document for review/approval (Normal and Quality users)
Complete a review of a document (All users)
Complete an approval of a document (Normal and Quality users)
Training
Assign trainees to a draft or effective document (Normal and Quality users)
Create a Training Plan (Quality users only)
Add a training assessment (Normal and Quality users)
Completing training (All users)
Read & Understand
Assessment
Assign retraining on a document (Quality users only)
Access training record (All users)
Send training reminders (Quality users only)
Events
Create an Event template (Quality users only)
Create a Form
Create & Interact with an Event (All users, based on permissions)
Review Event Reporting (All users, based on permissions)
Suppliers
Configure Supplier Policy (All users, based on permissions)
Create a supplier (All users, based on permissions)
Send supplier for approval (All users, based on permissions)
Find your Approved Supplier List (ASL)
Compliance Intelligence
Select your Framework(s) (Quality users only)
Create your Custom Framework
Add definitions and evidence to your Framework (Normal and Quality users)
Review Gaps (Normal and Quality users)
Create Tasks (Normal and Quality users)
Design Controls
Migrate Requirements (if applicable)
Reporting - Quality users only
Access Activity Report
Access Periodic Review Report
Access Change Control Report
Access Audit Trail
Access company Training Overview
Access Analytics Dashboard