A: Yes, as long as the assessment is still in In Review status, it can still be edited.
Steps to edit the assessment:
If the assessment is no longer in In Review status, editing will no longer be possible.
Attachment Shuffling is a new QTX feature that allows users to reorder attachments using a simple drag-and-drop interface on the web.
You can reorder attachments for:
Standards
Overall Comments
Assessment Instructions
Attachment shuffling is available in the following areas:
Encounter Edit page – for Standards and Overall Comments
Builder page – for Assessment Instructions
Inspector Mode – for Standards and Overall Comments
Yes. The reordered attachments will appear in the same sequence in the Encounter PDF export.
This feature is available across:
Perform
Qualify
Launch
Attachment Shuffling:
Enables flexible reordering directly from the web interface
Improves usability and control over how attachments appear in PDFs
Ensures consistent behavior across Perform, Qualify, and Launch platforms
Answer:
The ATTACHED FILES column width has been increased to display up to three image thumbnails per row, allowing approximately 45 images on a single PDF page.
Answer:
Dynamic Enable/Disable of Filter Apply Button
The Apply button for filters is now dynamically enabled or disabled based on user interaction, ensuring clearer and more intuitive filter behavior.
The Apply button behavior follows these rules:
The button is enabled only when a user changes a filter value that has not yet been applied
The button is disabled once the filter changes have been applied
This behavior also applies to free-text search filters
This update applies to:
Perform
Qualify
Launch
This improvement:
Prevents unnecessary clicks by enabling the Apply button only when there are pending changes
Clearly indicates when filters or search inputs need to be applied
Helps users focus on relevant data more quickly
Improves overall efficiency and accuracy when filtering results
Answer:
Activity Log Permission for Location-Type Users
The Activity Log permission, previously available only to Group Users, is now extended to Location-type users. This permission can be assigned exclusively by a Super Admin, based on a client’s request.
Only a Super Admin can assign the Activity Log permission to Location-type users.
With this update:
Location-type users can be granted access to view Activity Logs
Access is controlled and delegated by the Super Admin
This enhancement applies to:
Perform
Qualify
Launch
This enhancement:
Allows Location-type users to independently view activity logs without relying on Group users
Enables faster identification and resolution of issues at the location level
Gives Super Admins and Clients better control over log visibility and access delegation
Answer:
Start and End Date Validation in Inspector Mode and Encounter Edit Page
QTX now includes validation for the Start Date and End Date fields in both Inspector Mode and the Encounter Edit Page to ensure data accuracy and consistency.
The validation applies to:
Inspector Mode
Encounter Edit Page
The following rules apply in both modes:
Start Date cannot be greater than End Date
The Start Date must always be earlier than or equal to the End Date.
Dates cannot be more than 120 days earlier than the current date
Both Start Date and End Date must fall within the last 120 days from today.
Dates cannot be set in the future
Start Date and End Date must not be later than the current date.
No. Previously, Start Date and End Date were not validated in either Inspector Mode or on the Encounter Edit Page.
This enhancement applies to:
Perform
Qualify
Launch
This validation:
Prevents date-related errors that could impact reports or compliance
Ensures accurate data entry through automatic checks
Reduces manual verification and rework
Saves time and minimizes processing delays
Answer:
Yes, the mobile application now allows you to select and upload multiple images simultaneously for faster and more efficient uploads.
Answer:
The Edit option is only available to Group Users or to users who have been granted special permission.
If you don’t have access to edit a completed assessment, you can export the file to Excel or PDF, add the necessary information there, and send it to the QTX Support Team for review.
Solution: Please contact your Training Team Admin or Champion to request them to contact QTX Support for permission to grant you edit access.
Answer:
The Builder feature is only available to Group Users by default. If you are not a Group User, you will need special permission to access it.
Solution:
Please contact QTX Support to request access to the Builder feature.
Answer:
You may not have permission to access or view any assessments.
Solution: Please contact QTX Support to request the necessary access or permissions for your Reporting account.
Possible Reasons and Solutions:
New User Account
If your account was just created, it may not have any assessments assigned yet.
Solution: Wait for the admin or manager to assign an assessment to your account.
No Assessment Assigned
You might not have any active assessments linked to your profile.
Solution: Contact your administrator to confirm or request assignment of assessments.
If the issue continues, please contact QTX Support for further assistance.
Possible Reasons and Solutions:
Copied Content from Notepad or Another Excel File
The x000D code usually appears when text is copied and pasted from Notepad to Excel or Excel to Excel.
Explanation: The x000D code represents a carriage return or line break (like pressing the “Enter” key).
Hidden Line Breaks in Cells
Sometimes, Excel cells contain hidden line breaks even if they don’t look like it.
Solution: Use Excel’s Find and Replace feature (Ctrl + H) to find _x000D_ and replace it with a blank space.
Formatting Issues from External Sources
Copying text from formatted documents (like Word or PDFs) can also add invisible characters.
Solution: Before pasting into Excel, first paste the text into Notepad to remove hidden formatting, then copy it again to Excel.
Possible Reasons and Solutions:
No Access Granted
The user account may not have system access.
Solution: Contact your administrator to confirm your access rights.
Inactive Account
The account may have been inactive for more than 3 months and was automatically disabled.
Solution: Request reactivation from your system administrator.
Incorrect Username or Password
The login details entered may be incorrect.
Solution: Double-check your username and password, or use the “Forgot Password” option to reset it.
If the issue persists, please contact QTX Support for further assistance.
Possible Reason:
The Assessment Period is not published.
How to Check:
Go to QTX Qualify.
Under Mystery Shop, filter the desired Assessment Period.
Click the three dots (⋮) next to the Assessment Period name.
“On the Toggle Icon”
Possible Reason:
The End Date of the Mystery Shop Assessment Period may have already expired.
How to Check:
Go to QTX Qualify.
Under Mystery Shop, filter the desired Assessment Period.
Click the three dots (⋮) next to the Assessment Period name.
Select “Edit.”
Check if the End Date has expired.
If the End Date has already passed, the Mystery Shop will no longer be visible.
Answer:
Competency is used to assess, track, and develop an employee’s skills, knowledge, and behaviors needed for specific roles in the organization. It helps identify strengths, skill gaps, and training needs, supporting career growth and performance improvement.
Answer:
To ensure smooth system performance and a good user experience on both web and mobile platforms, the file upload limit is set to 10MB.
This limit helps to:
Maintain fast upload times
Reduce the risk of failed uploads due to network interruptions
Ensure compatibility across different devices and browsers
Manage server resources efficiently for all users
If you need to share a file larger than 10MB, you can:
Use a file compression tool to reduce the file size, or
Upload it to a secure cloud storage service (e.g., Google Drive, Dropbox) and share the link instead.
For further assistance or alternative upload methods, please contact our support team.
Possible Reasons and Solutions:
Role Permissions
The user’s role may not have permission to view past assessment results.
Solution: Check and update the user’s role permissions to ensure access is granted.
Access to Reporting Tab
The user may not have access to the Reporting tab.
Solution: Grant the user access to the Reporting tab in the system settings.
Assessment Visibility Settings
Some assessments may be configured to hide results after the assessment period ends.
Solution: Check the visibility settings under the assessment configuration and adjust if needed.
Expired or Archived Assessments
The assessment results might be archived, or the assessment period may have expired.
Solution: Confirm if the assessment is still active or request admin access to archived data.
User Not Assigned to Assessment
The user may not have been part of that specific assessment or location.
Solution: Verify if the user was included in the assigned assessment group.
Checklist Format Issues
The uploaded checklist may not match the required format.
Solution: Review the checklist and ensure it follows the correct format before uploading again.
Empty Titles or Options
Some sections, questions, or answer options might be left blank.
Solution: Go through the checklist and make sure all titles, sections, and options are fully filled in.
File Upload Error
The checklist may not have uploaded properly due to network issues or file corruption.
Solution: Try uploading the checklist again, then attempt to publish the assessment.
General Tip
After making corrections, refresh the page and check that all updates are saved before publishing.
For further assistance, please contact our support team.
No, the system currently supports uploading only one checklist at a time using the Excel uploader.
Step-by-step guide if you have multiple checklists:
Prepare each checklist separately in its own Excel file.
Go to the Assessments → Builder → Upload from Excel section.
Upload the first checklist and wait for the confirmation message that says “Successfully uploaded.”
Repeat the process for each additional checklist.
Make sure each checklist is correctly named to avoid confusion.
This ensures that all checklists are properly uploaded and available in the system.
For further assistance, please contact our support team.
Open Settings
Click the gear icon located in the upper-right corner of the screen to access Settings.
Go to Manage Profile
From the Settings menu, select “Manage Profile.”
Reset the Password
Click on “Reset Password.”
Enter New Password
Input the new password and confirm it by re-entering the same password in the required fields.
Save Changes
Click “Save” or “Confirm” to apply the new password.
Notes:
If you encounter any issues, contact your system administrator for assistance.
This feature allows you to quickly create a new assessment by importing an Excel file. Instead of entering each item manually, you can upload a formatted spreadsheet, and the system will automatically generate the assessment based on your data. This helps save time and ensures consistency across checklists.
1. Ensure that the new assessment name has already been created in the QTX system.
2. Prepare the assessment template and fill in the necessary information. The required columns are A, B, E, and F.
3. The Excel file name and the sheet name should be the same as the QTX unique assessment code.
Example: HKG-SEC-SEC-CHG
4. Once the Excel file is ready, log in to the platform (e.g., Perform) and navigate to Assessments → Builder.
5. Click the “UPLOAD FROM EXCEL” button and select the prepared Excel file.
6. A confirmation message will appear once the upload is successful.
7. To verify the upload, use the filter to select the relevant location, section, and department. Click the assessment to open and review the uploaded checklist.
If you need further assistance, please send an email to helpdesk@q-tx.com
Possible Reasons and Solutions:
Incorrect Assessment Code
The assessment code may be incorrect or not properly linked.
Solution: Ensure that the correct assessment code is entered.
Assessment Not Published
The checklist may not have been published after being uploaded.
Solution: Verify that the assessment status is set to Published.
User Access or Role Restriction
The user may not have the necessary permissions to view or perform the assessment.
Solution: Confirm that the user’s role has the appropriate access rights.
Location or Assignment Mismatch
The checklist may be assigned to a different location or user group.
Solution: Check that the checklist is assigned to the correct location or intended users.
Answer:
To create a new assessment, follow these steps:
Navigate to Assessments from the main menu.
Click on Builder to open the assessment creation module.
Select “Upload from Excel” to import your assessment file.
Choose the correct Excel file from your device and upload it.
Wait for the system notification confirming “Successfully uploaded.”
Once the upload is complete, your assessment will be created in the system.
Notes:
Ensure your Excel file follows the required template format before uploading.
If the upload fails, review the file for formatting errors or missing required fields.
[How to upload a new assessment from Excel Guide]
[QTX Guide 001 How to Customize Assessments Video]
For further assistance, please contact our support team.
Ensure the assessment code is correct
How do I create a new assessment?
Go to Assessments > Builder > Upload from Excel > wait for notification pop up “Successfully uploaded”