Qualify Super User - Original Software Learning

A course designed for those that have Qualify Super User privileges.

Course Information

Categories: Qualify

Qualify provides a Super User role that enables a sub-set of the Qualify Administration features. This course will introduce those features and provide guidance on how to use them

Introduction

What is a Qualify Super User

Creating a Super User

Accessing Administration Features in Qualify

Users/Resources and Permissions

Create a Role

Define Permissions for a Role

Define Entity Permissions

Create a User and Assign Roles

Connections

What is a Connection?

Define a Connection

Distribute a Connection

The Management Tab

Introduction

How to Install a License

License Usage Checks

Administration View – Application Instance Editor

Administration View – Countries

Entity Maintenance

Maintain a Picklist

Define an Automatic e-Mail Notification

Views, Layouts and Charts

Default Views

Define a new View

View Options

Using the Agile/Card View

Define a Layout of Related Entities

Add an Un-Related View to a Layout

Create a Chart as Part of a Layout

Create a Burndown Chart as Part of a Layout

Create a Standalone Chart and Add to a Layout

Import/Export

Prepare Data for Import

Define Import Mapping

Execute an Import with Saved Mappings

Export Data from a View or Grid

Resource/Planning Management

Resource Management Dashboard

Planner Dashboard

Workflow

Define a Simple Workflow

Workflow Options

Define Multiple Workflows for an Entity

Define a Conditional Workflow

Execution Flow (X-Flow)

Create an X-Flow

Copy an X-Flow

Reporting

Print and Export from Grids

View Report from Layout

Simple Custom Reports from Layout