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New Qualio User Experience
New Qualio User Experience

The Future of Quality Management

Rim avatar
Written by Rim
Updated over a week ago

We're excited to unveil a range of enhancements designed to elevate your quality management processes in Qualio. This release includes a redesigned user experience (UX) with intuitive navigation and streamlined workflows, AI-powered tools for document creation, and a unified notification system for improved communication. Explore our new exciting changes in your sandbox environment.

Did you miss our webinar? Find the recording and Q&A here!


Important Notes

  • Validation Packet: A formal validation packet is available 30 days before the general release.


Jump Ahead


Why Make These Changes?

We believe a positive user experience is key to driving engagement and compliance in quality management. This redesign, informed by extensive research and user feedback, is our commitment to making your Qualio experience seamless and enjoyable.

Benefits of the New Qualio Experience

  • Increased Usability: The redesigned interface and AI-powered tools make Qualio more intuitive and efficient for all users.

  • Faster Onboarding: Simplified design and clearer guidance make it easier for new users to get up to speed.

  • Higher Engagement and Compliance: A more enjoyable user experience encourages greater engagement with quality processes, improving compliance.

  • Improved Productivity: Streamlined workflows and AI assistance save time and effort, boosting team productivity.

  • Enhanced Content Quality: AI-powered writing tools help you create consistent, high-quality content across all documents.

Early Adopter Feedback

Early users of the new Qualio experience have been delighted with the enhancements. "5/5, really easy to use!" raved one customer, while another praised the "improved Documents UX" for its fresh look and feel. The AI-powered training assessment feature has also made a big impression, with one Quality Manager stating, "This will save us a lot of time." We're excited to hear more of your feedback as you explore the new Qualio!


Introducing the Beta Features Page

This new page under the Admin Settings gives you greater control and easier access to upcoming functionalities, allowing you to test them out before their official release.

This in-app feature allows you to:

  • Enable/Disable Beta Features: Easily toggle the new UX and AI features on or off in your sandbox environment.

  • Stay Informed: Receive notifications about new beta features and updates.

Availability: All Qualio customers (Admin/Quality users)


What's New in the User Experience

Redesigned Navigation

Navigate Qualio with ease using our new, intuitive left-hand navigation menu. This simplified design makes it easier to find what you need, saving you valuable time.

Workspace and Library Enhancements

Qualio's new document experience simplifies creation, actions, and navigation, empowering users with efficient version comparison.

  • Streamlined Document Creation: Create documents faster with fewer required fields upfront. Easily manage document properties in a convenient side panel, accessible during editing.

  • Action-Oriented Interface: No more filtering by status before taking action on documents. Select one or multiple documents, and the available actions appear instantly.

  • Enhanced Discoverability: Wider tables in the Workspace and Library display more documents by default. For better navigation, the "Title" column now appears before the "Type" column.

  • Simplified Tag Behavior: Clicking a tag no longer filters the document list, aligning with standard tag behavior.

  • Enhanced Version Comparison (Normal Users): Normal users can now compare two document versions directly from the Library screen, saving time and effort.

Document Overview Improvements

Seamlessly manage document properties, switch between tabs, take action, and compare versions with a cleaner, more intuitive interface.

  • Collapsible Properties Panel: Easily access and manage document details and user assignments without leaving the document content.

  • Seamless Tab Switching: Quickly switch between tabs (Document, Change Control, Training Assessment) without disruptive page refreshes.

  • Clear Action Buttons: Intuitive buttons replace the dropdown menu for editing, suggesting, and viewing documents. Banners clearly indicate your current mode.

  • Consistent User Actions: Access the same actions on documents, regardless of how you arrived at the overview.

  • Color-Coded Actions: Easily identify the expected action with clear color coding.

  • Easier Version Switching: Switch between versions effortlessly with a list sorted by the most recent version.

Change Control Enhancements

Collaborate seamlessly with a unified editor and inline comments.

  • Unified Content Editor: Enjoy a consistent editing experience with the same content editor used for both the main document and change control sections.

  • Inline Comments: Comments in the change control section now appear inline, making tracking and responding to feedback easier.

Other Visual Enhancements

We've also made visual updates to the following screens for a more consistent and user-friendly experience.

  • Dashboard

  • Training

  • Reports

  • Admin/Organization settings


Introducing Qualio AI

Elevate your content with AI-powered writing tools that simplify, enhance, and streamline document creation, change control, and training assessments.

AI-Powered Content Writing

These new features in the editor can help you refine and enhance the content in your documents, ensuring clarity and consistency in your writing.

  • Summarize: Get instant summaries of complex documents with auto-generated bullet points and sections.

  • Improve Writing: Refine and polish your writing with AI-powered suggestions.

  • Simplify: Adjust the language complexity to ensure your content is easily understood.

  • Convert Instructions: Transform process descriptions into clear, step-by-step instructions.

  • Make Language More Authoritative: Ensure procedures and processes are followed precisely with authoritative language.

Generate Change Controls

Automatically summarize the differences between two document versions, saving you time and reducing the potential for manual errors.

Generate Training Assessments

Quickly create training assessments based on the document content, ensuring your team is up-to-date and compliant.


Introducing a Unified Notification System

We've revamped our notification system to streamline your experience and improve communication across Qualio.

Centralized & Customized Notifications

  • Centralized In-App Feed: All your account-specific notifications are now in one convenient location within the app to help you prioritize the important alerts for faster action.

  • Standardized Email Notifications: We've improved the consistency and clarity of our email notifications to help you stay informed about updates and collaborate more effectively with your team.

  • Configurable Preferences: Control the types of notifications you receive to minimize distractions by allow you to choose which types of notifications you want to receive and how you want to receive them (in-app, email, or both).


We value your feedback!

Please share your thoughts and experiences with the new UX, AI, and Notification features to help us make Qualio even better. To submit your feedback, simply access the In-App Chat, click on Contact Support, and select Beta Features Feedback.

Recommended Tests

  • Explore: Navigate through the updated interface and familiarize yourself with the changes.

  • Create: Create a new document using the streamlined workflow.

  • Test: Try out actions in the Workspace and Library, and experiment with the new features in the Document Overview, Change Control tab, and AI-powered tools.

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