How To's

Instructional Material for your day to day tasks.

Marcin Wtorkowski avatar David Brown avatar Crysta Huszai avatar +2
48 articles in this collection
Written by Marcin Wtorkowski, David Brown, Crysta Huszai and 2 others

Collecting a HAR file

Collect / obtain Har file
Jamal avatar
Written by Jamal
Updated over a week ago

Clear your browser's cache

Clear browser cache
Jamal avatar
Written by Jamal
Updated over a week ago

How To: Manage Equipment Calibration/Maintenance in Qualio

How to utilize the periodic review functionality to manage equipment
Crysta Huszai avatar
Written by Crysta Huszai
Updated over a week ago

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
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Change Ownership of Multiple Documents

Two easy ways to transfer ownership in bulk!
Crysta Huszai avatar
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.
David Brown avatar
Written by David Brown
Updated over a week ago

How to Store Outside Training Records in Qualio

Information on how you can store records for classroom-style training, competency training, and more!
Crysta Huszai avatar
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.
David Brown avatar
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.
David Brown avatar
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.
David Brown avatar
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
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Create & Manage Quality Event Templates

Create custom Quality Events and adapt steps to your specifications
David Brown avatar
Written by David Brown
Updated over a week ago
Document Management

How To: Prepare for and pass an audit with Qualio

This article links to a video webinar discussing how to prepare for and passing audit using Qualio
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Assign Training

Instructions on how to assign training to users.
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Export Training Reports

Instructions on how to export training reports.
Marcin Wtorkowski avatar
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.
Marcin Wtorkowski avatar
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
David Brown avatar
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
David Brown avatar
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.
Marcin Wtorkowski avatar
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
Marcin Wtorkowski avatar
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.
Marcin Wtorkowski avatar
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.
David Brown avatar
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
David Brown avatar
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
David Brown avatar
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
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Insert Tables

Instructions on how to insert tables
David Brown avatar
Written by David Brown
Updated over a week ago

How To: Sort Documents

David Brown avatar
Written by David Brown
Updated over a week ago