Project Leader’s Getting Started Guide - Qualaris COVID-19 Kit

Everything a project leader needs to quickly get started

Dan Bishop avatar
Written by Dan Bishop
Updated over a week ago

This article helps project leaders with quickly getting started on using the Qualaris COVID-19 Kit. It assumes the project leader has admin rights for Qualaris.

  • If you like self-service, you can use this article to get started immediately. This approach is a great fit for customers already familiar with Qualaris’ product.

  • If you like getting hands on help, you can contact Qualaris Support to answer questions and set up a 1:1 consultative webinar. This approach is a great fit for customers that are new to the Qualaris product and for existing customers who’d like some tailored support.

Here’s brief instructions for getting started with links to even more detail.


Getting Started with Implementing Guidelines

The Qualaris COVID-19 Kit can help you organize and track the implementation of guidelines. This part of the solution uses templates set up in the feature Cards for Qualaris Improve.

  • Navigate to your templated Cards. Go to Improve, open your project “Qualaris COVID-19 Kit”, and open the Cards section

  • Use the templated Cards to track the implementation of a guideline. Open any card to work through the implementation tasklist.


Getting Started with Auditing Compliance

The Qualaris COVID-19 Kit can help you monitor ongoing compliance with guideline practices and processes. This part of the solution uses templates set up in Qualaris Audit.

  • Navigate to your templated Audits. All templates have group tag “COVID-19”

  • Collect a test audit while in Draft Mode.

  • Adjust audit forms if you need. Edit yourself or contact Qualaris Support for help

  • Click “Go Live” to clear test data begin live usage.


Getting Started with Real-time Reporting

The Qualaris COVID-19 Kit can help you provide real-time reports that can help leadership and stakeholders track progress on guidelines implementation and understand compliance over time. This part of the solution uses both the Card feature for Qualaris Improve and Qualaris Analyze.

  • Report on implementation progress using the Cards page of your project in Qualaris Improve.

  • Report on compliance data using Qualaris Analyze.


Getting Started with Onboarding Colleagues

The Qualaris COVID-19 Kit is set up to help project leaders quickly onboard colleagues to use it.

  • Invite new users to Qualaris using Manage.

  • Onboard new and existing Qualaris users with our prepared training content.

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