How To's

How to: Open Qualio in a Private or Incognito browser window

This article describes the steps to take to open a private/incognito browser window

Written by David Brown
Updated this week

How To: Change Ownership of Multiple Documents

Two easy ways to transfer ownership in bulk!

Written by Crysta Huszai
Updated over a week ago

How To: Perform a Hard Refresh on your browser

This article describes steps to take to perform a hard refresh on your browser.

Written by David Brown
Updated this week

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: 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

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

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

How to Enable Single Sign-On to Qualio, with OKTA

Written by Joe O'Reilly
Updated over a week ago

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 over a week ago

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 Crysta Huszai
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

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