You will need to login to access your courses.

Qualify Super User

By /

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

Course Information

Categories:

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

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
Copyright 2024 © Original Software