Qualaris

Audit makes measuring your processes easier. Streamline data collection.

Overview of Audit

See your data in the way you need to. Easily see different views of your data with a few clicks.

Overview of Analyze

Manage provides tools to Administer the Qualaris product at your organization.

Overview of Manage

Qualaris offers a set of features, called Qualaris Systems, which support the unique needs that come with multi-facility implementations.

Overview of Qualaris Systems

Data is only useful if you actually use it! Learn about data analysis and the options available to see your data how you want to see it.

Qualaris Analytics Basics

Overview of Improve

Overview of Outcomes

The Homepage is your central hub for accessing important information and frequently used features in Qualaris.

Overview of Homepage

Dan Bishop

Craig Teegarden

Scott Fisk

Descriptions of how our main features work

Feature overviews

Designing audits

Best practices to avoid common audit design pitfalls

Best practices in audit design

Anyone can edit or delete data they submitted in the past 24 hours

Editing or deleting recent Audit submissions

Improve data collection by setting visible collection assignment goals and sending email reminders.

Setting, Managing, and Reminding Auditors about Data Collection Goals

Keep track of characteristics of the auditor who submitted data

Auditor Attributes

How to Enable Public Access for Audit Forms

Validate self-reported data against the data of key trained staff

Validation Users

Audit Details

Before you can successfully analyze data, you must have a reliable source of data. Managing the collection of this data can be a challenge.

Example: Make Data Collection Happen, Keep Tabs on Data Collection Goals with your Dashboards

By viewing individual checklist items, you can quickly find opportunities for improvement and highlight them on the dashboard.

Example: View individual checklist items and highlight areas for improvement on the Analyze Dashboard

Sometimes auditors need to include extra information in free-text fields. Show these comments on the Dashboard or in Explore.

Example: Deeper Understanding Through Comments: View Free Text Comments

Keep Analyze Dashboards relevant by adding or removing widgets using Explore.

How to Add or Remove a Widget from Dashboards

Is your Dashboard not quite showing the right info or needs an adjustment? Edit existing Widgets right from the Dashboard with a few clicks.

How to Edit a Widget on an Analyze Dashboard

Dashboard by switching between single or double columns or re-ordering the data widgets.

How to Rearrange and Organize a Dashboard

Download raw submission data in an Excel format (CSV)

Downloading data to analyze in Excel

Transitioning from Reports to Dashboards: A Guide to Upgraded Features

Set up reports so project leaders and managers can track monthly audits

Example: Manage collection for units with customized dashboards

Analyze Details

Visually spot trends and specific areas of focus in your data

Insights: find the insights in your process data

Collection goals, collection over time, and audits collected per user

Data Collection: managing and tracking data collection

Use built-in teamwork tools to drive improvement together

Notifications and Members: Improve with your team

My Tasks: organize your assigned work

Improve Details

Upload existing outcomes data into Qualaris Outcomes

Uploading Outcomes Data

Outcomes Details

Qualaris Login

Homepage

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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