General
How to create user, supplier and customer files?
To create a catalog of user, supplier or customer files, you need to have the relevant permission enables and your catalog of users, suppliers or customers loaded. Enter to "system configuration" by clicking on the gear ico located in the upper-right ...
How to generate General Notices?
This function is exclusive to the main administrator of the license. Click on your user image to open a menu of options. Enter to "general notices". To create a new notice, click on new and enter the requested information: title, description, and you ...
How to import information in bulk?
Only the user catalog, the supplier catalog, and the customer catalog can be imported. This is a unique permission of the main administrator. Click on your user image to display a menu of options. Click on the "Import/Export" option. In the first tab ...
Where can I customize my dropdown lists?
Enter the "System Configuration," identified by a gear icon in the top right corner. Enter to the "Drop-down lists" tab. All available modules will appear. Click on the module you want to customize, and the dropdown lists available for that module ...
How to download a user activity report?
To access the activity report, you must have access to the "User Catalog". Enter "System Configuration," identified by a gear icon in the upper right corner. Enter the "User Catalog," and you will see the list of all registered users. Click on the ...
How to add security settings?
Enter the "System Settings" by clicking on the gear icon located in the top right corner. Enter the "Security" tab, where you'll see the available settings: Restrict Access by IP: You can enter all the allowed IP addresses for your company that are ...
How to create your Macroprocess?
Make sure you have registered at least 3 processes in order to create the Macroprocess Enter the the “Process Catalog” from the “System Settings”, identified by a gear icon in the top right corner. Click on the “Macroprocess” tab. Choose the ...
How to configure follow-up emails?
Follow up emails serve to remind users of pending activities. Enter the "System Settings" by clicking on the gear icon located in the top right corner. Enter the "Follow-up Emails" tab, where you'll see the configuration of follow-up emails for each ...
How to add profiles?
Profiles help you to configure permissions that can be assigned to different users individually or en masse. Enter the "System Settings" by clicking on the gear icon located in the top right corner. Go to the "Profiles" tab. Here, you'll see a list ...
Where to find the system reports?
Each module has its reports independently. 1. Enter the module you want to consult. 2. Click on the “Reports” button at the top right of tje process flow. In some modules, you can also view charts.
How to enter, edit, or delete your company's information?
Make sure to back up your information before deleting the account. Click on your user image to display a menu of options. Select the "Company Settings" option. Enter your company information such as name, website, time zone, and logo (for reports). ...
How to download all my information and documents?
You can download all your documents and information that you have entered to QUALITYWEB 360®, in case you do not want to continue with us or to make a backup. 1. Click on your user image to display a menu of options. 2. Click on the "Import/Export" ...
How to add processes?
The processes of the organization are also known as Areas or Departments. Make sure you have registered the users responsible for each process before continuing. Enter the "System Settings" by clicking on the gear icon located in the top right ...
How to add users?
Enter the "System Settings" by clicking on the gear icon located in the top right corner. Enter the "User Catalog", here you'll see a list of all currently registered users; you can delete them, access each one to view their information, or edit it. ...