Feature overviews

Descriptions of how our main features work

24 articles in this collection
Written by Craig Teegarden, Scott Fisk, and Dan Bishop

Overview of Audit

Audit makes measuring your processes easier. Streamline data collection.

Written by Dan Bishop
Updated over a week ago

Overview of Analyze

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

Written by Dan Bishop
Updated this week

Overview of Manage

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

Written by Dan Bishop
Updated this week

Overview of Qualaris Systems

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

Written by Dan Bishop
Updated over a week ago

Qualaris Analytics Basics

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.

Written by Craig Teegarden
Updated over a week ago

Overview of Improve

Written by Dan Bishop
Updated over a week ago

Overview of Outcomes

Written by Dan Bishop
Updated over a week ago

Audit Details

Designing audits

How to design, launch, and edit an audit

Written by Dan Bishop
Updated this week

Best practices in audit design

Best practices to avoid common audit design pitfalls

Written by Dan Bishop
Updated over a week ago

Editing or deleting recent Audit submissions

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

Written by Craig Teegarden
Updated over a week ago

Setting, Managing, and Reminding Auditors about Data Collection Goals

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

Written by Craig Teegarden
Updated over a week ago

Auditor Attributes

Keep track of characteristics of the auditor who submitted data

Written by Craig Teegarden
Updated over a week ago

Analyze Details

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

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

Written by Craig Teegarden
Updated over a week ago

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

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

Written by Craig Teegarden
Updated over a week ago

Example: Deeper Understanding Through Comments: View Free Text Comments

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

Written by Craig Teegarden
Updated over a week ago

How to Add or Remove a Widget from Dashboards

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

Written by Craig Teegarden
Updated over a week ago

How to Edit a Widget on an Analyze Dashboard

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

Written by Craig Teegarden
Updated over a week ago

How to Rearrange and Organize a Dashboard

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

Written by Craig Teegarden
Updated over a week ago

Downloading data to analyze in Excel

Download raw submission data in an Excel format (CSV)

Written by Craig Teegarden
Updated over a week ago

Improve Details

Insights: find the insights in your process data

Visually spot trends and specific areas of focus in your data

Written by Craig Teegarden
Updated over a week ago

Data Collection: managing and tracking data collection

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

Written by Dan Bishop
Updated over a week ago

Notifications and Members: Improve with your team

Use built-in teamwork tools to drive improvement together

Written by Craig Teegarden
Updated over a week ago

My Tasks: organize your assigned work

Written by Dan Bishop
Updated over a week ago

Outcomes Details

Uploading Outcomes Data

Upload existing outcomes data into Qualaris Outcomes

Written by Scott Fisk
Updated over a week ago