| Will there be the option to put task in an event template, which will save a lot of manual working time? | To have a pre-populated task in a event, we would recommend utilizing a Form Event Step - which can be a templatized task that is consistent across that event type. Event Form steps have checkbox, and multiple selections, and other fields that would facilitate managing a task effectively. |
| Is there a possibility in Qualio of an Rest-API connection for integration? | We are actively exploring updates to our current API in order to better facilitate populating data across all areas of Qualio. |
| Will Acumatica ERP be integrated in the future? | We will continue to add more integrations to Qualio, and are actively looking into a number of ERP systems. Acumatica is not on our shortterm roadmap, but we value your feedback and will explore this opportunity in the future. |
| Is NetSuite on the horizon for integration? | We are currently exploring integrations with a number of ERP systems, including NetSuite. |
| How often do you have to map your integrated systems to Qualio to ensure they're up to date? For example, complaints are received on a continuous frequency, but does the integration continuously update in Qualio once mapped once? Or do you have to map regularily? | Once an integration connection is created, Qualio will check every hour for new data available in your external system and will sync any updates or new data. Syncs will continue to occur as long as the connection is enabled on the Integrations & Imports page. |
| For equipment, do you have intentions of offering integrations with Blue Mountain? | Blue Mountain is not on our short-term roadmap. For systems that are not currently supported we recommend utilizing the import flow in order to bring in data from external tools. |
| Can more than one person be notified for a document coming due for review? | Currently the document owner can see pending periodic reviews on their dashboard. We can explore extending this to other users as part of a future update. |
| Can a calendar be added to events to select dates for event deadlines? | Event due dates are currently set as a relative time based on the date the event was created. We can explore changing this to a calendar date in the future. |
| Can a calendar date option be added to event due dates and document periodic review dates? | Event and periodic review due dates are currently set as a relative time. We can explore changing this to a calendar date in the future. |
| For equipment documents, does Qualio have intentions for them to be able to notify for cal or maintenance due dates? | We appreciate the feedback and will explore equipment notifications in the future. |
| Can calibration due notifications be added? | We appreciate the feedback and will explore equipment notifications in the future. |
| Will there be an ability to see created by and closed when in events? Right now you can only see created by but can't see closed by section. | We hope to incorporate this feedback in future updates to the Events feature. |
| Will there be a better layout when writing in tasks on events - it all bunches up | We hope to incorporate this feedback in future updates to the Events feature. |
| Will there be a review process in the training plan workflow? And an Excel export? Now it is only Draft and effective and the export is in PDF format. | We are working on an Excel export for training plans and hope to have that functionality in beta soon. However, we do not have any short-term plans to add a review process to training plans. |
| Could you include "Customer" or "Client" in the default library? | Product and Root Cause are the only resources available in basic Resource Library. Customers is a default resource in the upgraded version. With the features coming in the latest launch train Quality users can also rename any default resource type through the new Templates page. Contact your CSM to discuss upgrading. |
| Is it possible to see how the Excel is prepared to use for integrations? | There is not a standard format required, however for ease of transferring and mapping data, we would ensure each column header is clear, and would recommend removing any header rows above the data you are wanting to import over. |
| Can the equipment list be exported from Qualio to an Excel where you can see the next calibration or maintenance dates? | We are actively working on adding export functionality to the Resource Library. |
| Can you link previously released documents to suppliers or equipment? | Adding links would require creating new drafts for any previously released documents. |
| The "linked date," is that the same as the creation of the event or the date that the supplier was added to that event (e.g. if it was not added immediately upon creation of the event). | The linked date on the traceability view of related records is the date that the connection between the resources was made, not the creation date of the event or record. |
| How will you know if a piece of equipment is due for PM or calibration? | We recommend creating a calibration log in Documents and setting the document for periodic review to align with your PM/calibration dates. |
| Is Equipment a Resource option for everyone or is it additional? | Product and Root Cause are the only resources available in basic Resource Library. Equipment is a default resource in the upgraded version. Contact your CSM to discuss upgrading. |
| Does the integrated equipment list send a notification when a cal date comes due? | We recommend creating a calibration log and setting the document for periodic review to align with your calibration dates. You can smartlink the document to your equipment to generate the connection with the traceability view, which will be visible on your equipment in the Resource Library. |
| For supplier module, does Qualio have intentions for having a change control section when updates are made? | You can revert a supplier draft, make changes, and re-approve, which will be captured in the audit trail. We would recommend smartlinking the supplier in change requests if there are also documents impacted by this change. We appreciate the feedback and will explore supplier change control for future releases. |