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How To's
How To's
Instructional Material for your day to day tasks.
+1
41 articles in this collection
Written by
Marcin Wtorkowski,
David Brown,
Crysta Huszai
and 1 other
How to Store Outside Training Records in Qualio
Information on how you can store records for classroom-style training, competency training, and more!
Written by
Crysta Huszai
Updated over a week ago
How To: Troubleshoot common error messages
This article describes steps to take to troubleshoot common errors and error messages
Written by
David Brown
Updated over a week ago
How To: Manage Quality Events with Tags
This article illustrates the steps to take to filter your Quality Events by tags.
Written by
David Brown
Updated over a week ago
How to: Apply a tag to an effective document
This article illustrates how you can apply a tag after a document has been approved.
Written by
David Brown
Updated over a week ago
How To: Restrict Access to Documents
Using Tags & Groups to restrict access to documents in Qualio.
Written by
David Brown
Updated over a week ago
How to: Use The Search Functionality
How to use the search functionality in the Library and Workspace
Written by
David Brown
Updated over a week ago
Document Management
How To: Assign Training
Instructions on how to assign training to users.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Export Training Reports
Instructions on how to export training reports.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Bulk Assign Training
How to bulk assign training for multiple documents to multiple users.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Edit a draft document
Instructions on how to add and edit content in your draft documents
Written by
David Brown
Updated over a week ago
How To: Compare Versions of a Document
Instructions on how to compare different versions of a document
Written by
David Brown
Updated over a week ago
How To: Access Assigned Training
Instructions on how to access the documents users have been assigned training on.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Complete Training on a Document
Instructions on how to complete training on a document
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Add / Remove Groups from Training Reporting
Instructions on how to add or remove groups from training reporting.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Add an Attachment to a Document
Instructions on how to add an attachment to a document.
Written by
David Brown
Updated over a week ago
How To: Add a Training Assessment to your Document
Instructions on how to add a training assessment to your document
Written by
David Brown
Updated over a week ago
How To: Add Images to your Content
Instructions on how to add images to your section content
Written by
David Brown
Updated over a week ago
How To: Smart Link Documents in Qualio
Instructions on how to Smart Link Documents in Qualio
Written by
David Brown
Updated over a week ago
How To: Insert Tables
Instructions on how to insert tables
Written by
David Brown
Updated over a week ago
How To: Sort Documents
Written by
David Brown
Updated over a week ago
Document Workflow
How To: Create a New Document
Instructions on how to create a new Document in Qualio
Written by
David Brown
Updated over a week ago
How To: Review a Document
Instructions on how to review a document
Written by
David Brown
Updated over a week ago
How To: Approve a Document
Instructions on how to approve a document.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Make a Document Effective
Written by
David Brown
Updated over a week ago
How To: Update / Up-version a Document
Instructions on how to update or incrementally version a document.
Written by
David Brown
Updated over a week ago
How To: Complete a Periodic Review
Instructions on Periodic Reviews
Written by
David Brown
Updated over a week ago
How To: Retire a Document
Written by
David Brown
Updated over a week ago
Organizational Settings
How to Enable Single Sign-On to Qualio, with OKTA
Written by
Joe O'Reilly
Updated this week
How to Enable Single Sign-On to Qualio, with Google Suite
Written by
Joe O'Reilly
Updated over a week ago
How to Enable Single Sign-On to Qualio, with Azure/O365
Written by
Joe O'Reilly
Updated this week
How To: Create & Manage Groups
Instructions on how to create and manage groups.
Written by
David Brown
Updated over a week ago
How To: Invite New Users/Resend invitations
Guide on how to setup / invite new users
Written by
David Brown
Updated over a week ago
How To: Delete a user account
Written by
David Brown
Updated over a week ago
How To: Add/Remove Users to/from Groups
Instructions on how to add or remove users to/from groups.
Written by
David Brown
Updated over a week ago
How To: Create & Manage Tags
Instructions on how to create and manage tags.
Written by
Marcin Wtorkowski
Updated over a week ago
How To: Create & Manage Document Templates
Instructions on how to create and manage templates.
Written by
David Brown
Updated over a week ago
How To: Update user details
How to update user details
Written by
David Brown
Updated over a week ago
How To: Add your company logo
How to add / update your company logo
Written by
David Brown
Updated over a week ago
Reports
How To: Export a Training Summary for a Document
How to export the activity report / training summary for a document
Written by
David Brown
Updated over a week ago
How To: Export the Audit Trail
Instructions on how to export the Audit Trail
Written by
David Brown
Updated over a week ago
How To: Search the Audit Trail
Instructions on how to search the Audit Trail
Written by
David Brown
Updated over a week ago