Qualio

As a SaaS (Software as a Service) application, Qualio releases major and minor changes to features and functionality on a semi-regular basis. Product Release Notes are available within Qualio by clicking the gear icon and viewing Product Changes. Additionally, Quality Users are notified by email of major changes that require a 30-day validation period.

The Qualio Help Center is updated to reflect new features, bug fixes, knowledge gaps, and best practices as features are released. These Help Center Release Notes are provided to Quality Teams as a helpful reference for what has been changed in the Help Center the previous month. While some customers create separate (and detailed) work instructions for their users, we recommend “least burdensome approach” by referencing article URLs.

Each listed item will be ranked with Qualio’s proposed impact on customer documentation. However, customers should carefully consider each item based on their documentation and what they believe needs to be updated or added. Each item will also be flagged as a new article or updated article.

<a href="https://docs.qualio.com/en/articles/8283340-user-management-new-customer-training">User Management - New Customer Training</a>

<a href="https://docs.qualio.com/en/articles/8291950-expanding-your-business-and-the-impact-to-your-qms">Expanding Your Business and the Impact to your QMS</a>

<a href="https://docs.qualio.com/en/articles/8202548-supplier-analytics">Supplier Analytics</a>

<a href="https://docs.qualio.com/en/articles/6285056-organization-settings-new-customer-training">Organization Settings - New Customer Training</a>

<a href="https://docs.qualio.com/en/articles/6638140-event-templates">Event Templates</a>

- Added the ability to archive used event templates, plus additional information around audit trail activities and existing events with respect to archival
- Low impact

<a href="https://docs.qualio.com/en/articles/4409020-forms-and-qualio">Forms and Qualio</a>

<a href="https://docs.qualio.com/en/articles/6176579-create-a-new-document#h_fb9509b52f">Create a New Document</a>

<a href="https://docs.qualio.com/en/articles/6508408-complete-a-periodic-review">Complete a Periodic Review</a>

- Added information regarding email notifications and Dashboard view
- No impact

<a href="https://docs.qualio.com/en/articles/6508403-make-a-document-effective">Make a Document Effective</a>

- Added clarification that only one document can be made effective at a time
- No impact

<a href="https://docs.qualio.com/en/articles/6508363-manage-documents">Manage Documents</a>

- Added attachment preview functionality
- No impact

<a href="https://docs.qualio.com/en/articles/6010137-document-editor#h_8e63afe3f9">Document Editor</a>

- Added page break functionality to Insert Options
- Added statement around smartlinking with respect to retiring documents
- No impact

<a href="https://docs.qualio.com/en/articles/6638160-create-and-manage-events">Create and Manage Events</a>

- N/A option added for Severity and Probability
- Added description for the ‘Referenced’ field
- Low impact

<a href="https://docs.qualio.com/en/articles/8730-reports-analytics-overview">Reports &amp; Analytics Overview</a>

- Addition of Analytics feature
- No impact

<a href="https://docs.qualio.com/en/articles/8032769-training-analytics">Training Analytics</a>

- Added Training Plan filter
- Clarification around training data refresh times
- No impact

<a href="https://docs.qualio.com/en/articles/8032000-event-analytics">Events Analytics</a>

<a href="https://docs.qualio.com/en/articles/8013826-document-analytics">Document Analytics</a>

<a href="https://docs.qualio.com/en/articles/6515624-qualio-security-and-backup-policy">Qualio Security and Backup Policy</a>

- Added Q2 backup screenshots
- No impact

<a href="https://docs.qualio.com/en/articles/6480893-qualio-integrations">Qualio Integrations</a>

- Roadmap link removed as it’s no longer being used
- No impact

<a href="https://docs.qualio.com/en/articles/6508417-retire-effective-documents">Retire Effective Documents</a>

- Added statement around smartlinking
- No impact

<a href="https://docs.qualio.com/en/articles/6176461-qualio-tags">Qualio Tags</a>

- Updated screenshot to reflect current location of Groups
- No impact

<a href="https://docs.qualio.com/en/articles/11122-audit-trail-overview">Audit Trail Overview</a>

- Updated to include audit trail entries for adding/removing tags on events
- No impact

<a href="https://docs.qualio.com/en/articles/6526420-user-permissions#h_4ce8dd24b5">User Permissions</a>

- Added clarification for superscript 1 for events permissions
- Added superscript 3 and description
- No impact

<a href="https://docs.qualio.com/en/articles/6093732-navigating-design-controls">Navigating Design Controls</a>

- Added Export the Review Package section
- Low impact

<a href="https://docs.qualio.com/en/articles/750716-how-to-use-the-search-functionality">How to: Use the Search Functionality</a>

- Added section for AND/OR search strings
- No impact

- <a href="https://docs.qualio.com/en/articles/8283340-user-management-new-customer-training">User Management - New Customer Training</a>
 - NEW ARTICLE
 - No impact
- <a href="https://docs.qualio.com/en/articles/8291950-expanding-your-business-and-the-impact-to-your-qms">Expanding Your Business and the Impact to your QMS</a>
 - NEW ARTICLE
 - No impact
- <a href="https://docs.qualio.com/en/articles/8202548-supplier-analytics">Supplier Analytics</a>
 - NEW ARTICLE
 - No impact
- <a href="https://docs.qualio.com/en/articles/6285056-organization-settings-new-customer-training">Organization Settings - New Customer Training</a>
 - Updated video
 - No impact
- <a href="https://docs.qualio.com/en/articles/6638140-event-templates">Event Templates</a>
 - Added the ability to archive used event templates, plus additional information around audit trail activities and existing events with respect to archival
 - Low impact
- <a href="https://docs.qualio.com/en/articles/4409020-forms-and-qualio">Forms and Qualio</a>
 - Updated broken links
 - No impact
- <a href="https://docs.qualio.com/en/articles/6176579-create-a-new-document#h_fb9509b52f">Create a New Document</a>
 - Updated broken link
 - No impact
- <a href="https://docs.qualio.com/en/articles/6508408-complete-a-periodic-review">Complete a Periodic Review</a>
 - Added information regarding email notifications and Dashboard view
 - No impact
- <a href="https://docs.qualio.com/en/articles/6508403-make-a-document-effective">Make a Document Effective</a>
 - Added clarification that only one document can be made effective at a time
 - No impact
- <a href="https://docs.qualio.com/en/articles/6508363-manage-documents">Manage Documents</a>
 - Added attachment preview functionality
 - No impact
- <a href="https://docs.qualio.com/en/articles/6010137-document-editor#h_8e63afe3f9">Document Editor</a>
 - Added page break functionality to Insert Options
 - Added statement around smartlinking with respect to retiring documents
 - No impact
- <a href="https://docs.qualio.com/en/articles/6638160-create-and-manage-events">Create and Manage Events</a>
 - N/A option added for Severity and Probability
 - Added description for the ‘Referenced’ field
 - Low impact
- <a href="https://docs.qualio.com/en/articles/8730-reports-analytics-overview">Reports &amp; Analytics Overview</a>
 - Addition of Analytics feature
 - No impact
- <a href="https://docs.qualio.com/en/articles/8032769-training-analytics">Training Analytics</a>
 - Added Training Plan filter
 - Clarification around training data refresh times
 - No impact
- <a href="https://docs.qualio.com/en/articles/8032000-event-analytics">Events Analytics</a>
 - Added tag filter
 - No impact
- <a href="https://docs.qualio.com/en/articles/8013826-document-analytics">Document Analytics</a>
 - Added group filter
 - No impact
- <a href="https://docs.qualio.com/en/articles/6515624-qualio-security-and-backup-policy">Qualio Security and Backup Policy</a>
 - Added Q2 backup screenshots
 - No impact
- <a href="https://docs.qualio.com/en/articles/6480893-qualio-integrations">Qualio Integrations</a>
 - Roadmap link removed as it’s no longer being used
 - No impact
- <a href="https://docs.qualio.com/en/articles/6508417-retire-effective-documents">Retire Effective Documents</a>
 - Added statement around smartlinking
 - No impact
- <a href="https://docs.qualio.com/en/articles/6176461-qualio-tags">Qualio Tags</a>
 - Updated screenshot to reflect current location of Groups
 - No impact
- <a href="https://docs.qualio.com/en/articles/11122-audit-trail-overview">Audit Trail Overview</a>
 - Updated to include audit trail entries for adding/removing tags on events
 - No impact
- <a href="https://docs.qualio.com/en/articles/6526420-user-permissions#h_4ce8dd24b5">User Permissions</a>
 - Added clarification for superscript 1 for events permissions
 - Added superscript 3 and description
 - No impact
- <a href="https://docs.qualio.com/en/articles/6093732-navigating-design-controls">Navigating Design Controls</a>
 - Added Export the Review Package section
 - Low impact
- <a href="https://docs.qualio.com/en/articles/750716-how-to-use-the-search-functionality">How to: Use the Search Functionality</a>
 - Added section for AND/OR search strings
 - No impact

Impact	Description
No Impact	No perceived impact to customer documentation.
Low Impact	Low chances that customers have previously documented features, but may need to be clarified.
Moderate Impact	Likely that customers have documented functionality, but changes won’t immediately affect end-users. Potential documentation changes can be logged for next review.
High Impact	Changed or new functionality which immediately impacts end-user experience. Documentation changes should be immediately considered.

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