Qualtrax

We have been using Qualtrax since 2012 and we moved to the Hosted version of Qualtrax in 2017. Having control over every aspect of your documents lifecycle, whether hosted or not, is powerful. And Qualtrax is a powerful application. Complete control over you documents, processes, workflows, testing and training. The most exciting part for me from an administrative and IT front - this is THE most worry-free application we use. It works flawlessly and reliably!

I wish there were more video tutorials or vlogs on how to get the most out of Qualtrax (Workflows - yes please!). Qualtrax support is top notch though and they have no problems with getting what you need in a timely fashion. I just want more!

Before Qualtrax, in document management, so much of my time was caught up in writing memos, marking up documents and distributing information. With Qualtrax, the system is automated for me. I can make the changes in a document, send it for the review process and once approved, my staff is informed on the changes through email.

Training - I can create the training assignment once and set the training so it can be automatically assigned to a specific set of staff members each year. An email is sent to everyone assigned for the training. They complete the training and I can run a report to see who was assigned and who completed the training. The reports are easy to create and view. No more stacks of paperwork to collate and file. No more Excel spreadsheets tracking who did and didn't do the training. Supervisors can see who did what training without coming to my office.

The last powerful feature of Qualtrax I'm using the most are the workflows. I can make workflows to mimic the processes we do in the lab to reduce the amount of paperwork floating through my lab. Great for showing compliance to your Quality System without the piles of paperwork.

Archiving of old paperwork. It's great to archive old paperwork for the Quality program into Qualtrax so everyone who has the proper security rights in Qualtrax can see the paperwork. Empty drawers and no more notebooks in a few months.

Would like to see more videos and training documents for processes in Qualtrax especially the workflows. Their user manual is good, but so much more could be shown in a video.

Extremely configurable, flexible, powerful workflows. Your realized value of the workflows will be directly proportional to the skill and dedication of the system admin(s) and the workflow designers.

Document management system is a full featured system, capable of handling both controlled and uncontrolled documents, even to mixing them within a given folder, providing for a flexible, convenient integrated document management system.

The system of user groups utilized by the package facilitates the flexible, easy management of controlling function authorization for all users, and visitors, on the system. Again, the design and implementation of the security groups, a function of the system admin(s) will have a massive influence on the functionality of this feature.

Data mining capabilities are limited. Massive amounts of information can be input, but accessing the information with reporting tools, such as Crystal Reports, is not robustly supported.

I love the flexibility that workflows offer. We initially purchased the platform for document management and audit preparedness, which it does exceptionally well. We have expanded its use far beyond our quality department thanks to the workflows functionality.

Nearly any process that your organization currently does on paper can be automated as a workflow. This reduces paper, eliminates the possibility of something getting lost or buried under a stack of other documents, and makes reporting a breeze.

They recently released a dashboard, but unfortunately, the dashboard does not offer click-through functionality. For example, I can see how many open items I am responsible for, as well as their status (new, approaching, late, expedited), but if I click on expedited tasks in the dashboard, I'm taken to my general inbox, which includes ALL tasks, documents, and workflows.

It's a small thing, really, but it does leave something to be desired from the user perspective.