The Encounter feature in QTX Perform allows team leaders, inspectors, and champions to track and review employee evaluations. These assessments are essential for monitoring job performance, recognizing achievements, and identifying areas for improvement.

Each submitted assessment provides a detailed breakdown of standards, inspector comments, and timestamps. In cases where an update or correction is needed, authorized users (e.g., Champions) can edit the report to ensure accuracy and data integrity.

This guide walks you through the steps to view completed assessments and edit existing records in the Encounter page.

 

1. Click on the PERFORM module and select the ENCOUNTER tab.

2. Use the filter options to search for specific assessments (e.g., by date, location, section and department, or assessment name).

3. The list of completed assessments is displayed below, showing the Assessment Name and Overall Score. Click the Assessment Name (e.g., Check In Test) to open the corresponding Encounter Report.

A paperclip icon next to an assessment indicates that one or more files are attached. 

4. After clicking the Assessment Name, all Encounter reports for the selected assessment are displayed. Select an encounter to view its detailed results. 

• The Activity Log displays the history of actions performed on the selected Encounter report, such as when it was created, updated, or completed. 

• The reports can be exported in Excel format according to the preferred information format.

• QR Response means that the inspector used a QR code to complete the assessment.

5. A full detailed report is displayed when viewing a single Encounter report. 

• View by Competency, Sub-competency, or Category

• ALL MEDIA – download all report attachments

• ACTIVITY LOG – view the assessment history

• EDIT and DELETE buttons – only reviewers or users with the required permissions can edit or delete the report

• The report can also be filtered by response: Yes, No, or N/A

6. On the same page, the following actions are also available: 

• Excel file – includes both the original language and English translation in Excel format

• PDF file – displays all content in English

• Localized PDF – includes both the original language and English translation in PDF format

• Send Email – sends the encounter report link to the user’s email address

7. For standards with attachments, the Forward icon is enabled. Click the Forward button, complete the required fields, and submit. 

The recipient will receive the email as shown below. 

If you need further assistance, please send an email to helpdesk@q-tx.com

This guide explains how to view the Introduction Questions and Additional Questions within the Encounter Report in QTX. Using the filter and search features, users can quickly locate a specific assessment or inspector and review the responses provided during the assessment. This helps users better analyze assessment details and gain additional insights beyond the standard scoring.

 

 

1. On the QTX Encounter landing page, use the available filters if you are looking for a specific assessment.

Select the necessary filter details
Click Apply
Then click the Assessment Name to open the report

 

 

2. After opening the assessment, you may also use the Search by Inspector feature if you are looking for a specific assessment completed by a particular inspector.
Enter or select the Inspector’s name
Click the tab under the Inspector Name

This will display the related assessment records for that inspector.

 

 

3. Scroll down slightly to the middle section of the Encounter Report.
From there, you will see the following dropdown sections:

Introduction Questions
Additional Questions

 

 

4. Click to expand each section.
You will then be able to view the responses and answers for each Introduction Question and Additional Question included in the assessment.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This guide explains how to upload assessments in bulk using the Excel template with Placeholder and Question Guide fields. It helps users efficiently create and manage assessment standards by ensuring all required information is properly aligned before uploading to QTX. By following this process, users can save time, reduce manual configuration, and ensure consistency across uploaded assessments.

 

 

1. Prepare the Excel Template. Open the Excel template for uploading the checklist on your desktop. Make sure to complete the required fields correctly, such as:
– #
– question_en_us
– segment_code
– max_score

For the Placeholder text in English, enter the details under:
– placeholder_en_us

For the Question Guide, enter the details under:
– question_guide_en_us

Also, ensure that you input the correct Assessment Code to avoid upload errors. Once completed, save the template on your desktop.

Note:
Make sure that the sequence number of each standard is correct. Delete all unnecessary rows or cells before uploading the file.

 

 

2. Open Assessment Builder in QTX. After completing the template, log in to your QTX account.

– Click Manage Assessments
– Go to Assessment Builder

Before uploading, make sure that the Assessment Code in your Excel template matches the existing assessment name/code in QTX.

 

 

3. Upload the Excel File. Click the Upload from Excel button.
A folder window will appear on your screen. Select the completed Excel template from your desktop.

From here, check and validate if all information is properly aligned before uploading.

 

 

4. Verify the Upload. Once the upload is successful, a “Successfully Uploaded” notification will appear at the bottom of the screen.

You will also notice that the # Questions count will automatically update based on the number of standards uploaded to the assessment.

 

 

5. Review the Uploaded Assessment. Click the assessment name and go to the Assessment Standards section to verify that all uploaded information is correctly aligned.
Check the following:
– Sequence numbers
– Standards
– Scores and segments
– Placeholder text
– Question Guide

 

 

6. Confirm Placeholder and Question Guide Upload. As shown in the assessment, the Sample Placeholder and Sample Question Guide are automatically uploaded together with the checklist.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Answer

QR Code assessments can be uploaded through the Manage Assessment section under Assessment Builder.

Steps to Upload a QR Code Assessment

Log in to your QTX account.

Navigate to Manage Assessment from the main menu.

Click Assessment Builder.

Upload or generate the QR Code for the selected assessment.

Once generated, you can share the QR Code for easy access to the assessment without requiring users to log in to QTX.

The Attachment Image Popup feature allows Inspector Role users to quickly view detailed information related to uploaded image attachments within the Encounter Report. Clicking an image attachment opens a pop-up displaying the associated assessment details and comments.

 

 

1. Log in to your QTX account using your Inspector Role credentials. On the dashboard, you will see all assessments assigned to you. Click View on the selected assessment section.

 

2. Click the assessment to open and view the uploaded images and encounter details.

 

3. In the Encounter Report, locate the image attachment under the Overall Comment section and click the image.

 

4. A pop-up window will appear displaying the following details:
– Assessment Name
– Overall Comment
This feature allows users to review attachment-related information quickly without leaving the Encounter Report page.

 

Same if you click the image attachment associated with the standard. The pop-up window will display the following information:
– Assessment Name
– Standard
– Answer
– Comment

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The Attachment Image Popup feature allows Reporting Role users to quickly view detailed information related to image attachments within the Encounter Report. Clicking an image attachment opens a pop-up displaying the associated assessment details and comments.

 

 

1. Log in to your QTX account using your Reporting Role credentials, then navigate to the Encounter Report page from the main menu.

 

2. Use the filters to select the specific Location, Section, and Department. Click the Assessment Name displayed.

 

3. Locate the specific inspector by entering details in the Search by Inspector filter, then click the inspector’s name to open the Encounter Report.

 

4. In the Encounter Report, locate the image attachment under the Overall Comment section and click the image.

 

5 . A pop-up window will appear displaying the following details:
– Assessment Name
– Overall Comment
This feature allows users to review attachment-related information quickly without leaving the Encounter Report page.

 

Same if you click the image attachment associated with the standard. The pop-up window will display the following information:
– Assessment Name
– Standard
– Answer
– Comment

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The translation feature allows users to view the English version of comments entered in different language characters. A translation icon is available within the Encounter Report and Standard Comment sections, providing quick and easy access to translated content.

 

 

1. Log in to your QTX account. Navigate to the Encounter Report page. Click the assessment name you want to view.

 

 

2. For example, the Buffet Restaurant and the Inspector is QTX Demo.

 

 

3. Locate the Translation icon beside the comment section. Click the Translation icon to display the English translation.

 

 

The same functionality is also available in the Standard Comment box.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

A new “# Questions” column has been added to the Assessment Builder listing page. This column displays the total number of questions for each assessment, calculated from Assessment Standards, Introduction Questions, and Additional Questions.

Users can also hover over the question count to view a detailed breakdown by category.

This enhancement applies to the Perform, Qualify, and Launch platforms.

How this help

• Provides quick visibility of the total number of questions per assessment
• Displays a detailed question breakdown by category on hover
• Helps users manage and review assessments more efficiently

 

1. Log in to the Platform. Access the Perform, Qualify, or Launch platform using your web browser.

 

 

2. Click Manage Assessment to open the Assessment Builder listing page.

 

 

3. On the Assessment Builder listing page, locate the # Questions column to view the total number of questions for each assessment.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Menus, labels, placeholders, and guidance comments have been updated across key areas of the platform, including the Reports, Assessment, and Assignment pages.

Additional guidance comments were also added within the Assessment Builder sections to help users better understand fields and configuration options.

These updates are available on the web versions of the Perform, Qualify, and Launch platforms.

• Improves clarity and consistency across the platform
• Enhances user understanding with additional guidance comments
• Creates a more intuitive and user-friendly experience

 

1. Access the Perform, Qualify, or Launch platform using your web browser. Click Manage Assessment. In the Assessment Builder, you will notice updated labels and guidance comments to help users better understand and complete the configuration process.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This feature allows users to set up a new structure within the system by creating a Department, assigning it to a Section, and defining a unique Assessment Name. This setup ensures a more organized, role-specific, and efficient evaluation process.

 

1. On the Dashboard landing page, click the Settings icon located at the top right corner of your screen, then select “Manage Locations” from the dropdown menu.

 

2. The system will direct you to the Location tab.
From there, choose the Location where you want to create a new Department, Section, and Assessment Name. This step ensures that the new setup is correctly assigned to the intended property or site.

 

3. Once you’ve selected the desired Location, go to the Structure tab.

 

4. Click Add Section to create a new section name.
In the “Abb” field, enter a 3-letter abbreviation for the section. This abbreviation is required, especially when uploading assessments using the Excel format, as it helps map the section correctly during the import process.

Note: As shown in the image, the red arrow and the message “The abbreviation has already been taken” indicate that the abbreviation you’ve entered (e.g., TE1) is already in use in the system.

 

5. Click Add Department, then choose from the Section you just created.
Next, click Add New Department — this means you are assigning a new department under the selected section.

This step helps organize departments within their relevant sections for a structured and efficient setup.

 

6. Follow the same steps as in Section and Department creation to add a new Assessment.

 

7. Once done, go back to the Location tab and check if the newly created Section, Department, and Assessment appear in the structure list.

This confirms that your setup has been successfully created and saved in the system.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The Attach Standard Function in QTX Builder allows you to link visual references to a specific standard or question using a custom code.

 

 

1. Upload the image file to a shared drive and ensure that the sharing settings allow anyone with the link to view it.

 

 

2. Once done, copy the image link for later use..

 

 

3. In the QTX Builder, open the assessment where you want to add an image. You will use the following HTML code format: <a href=”any_link” target=”_blank”>Text to show</a>

Paste this code into the Question Guide section of the relevant standard or question. Replace “any_link” with your copied image link and Text to show with a descriptive label (e.g., “Standard”).

Example:
Please click on this link: <a href=”https://drive.google.com/file/d/1LF-egMMYTfFV2Z-irtNKMaMDPpHDPm-F/view?usp=sharing” target=”_blank”>Standard</a>

 

 

 

4. To preview the changes, click the Preview button located below the Customize Assessment Name section.

 

 

5. Click the information icon (‘i’) to view the Question Guide linked to the standard or question.

 

 

6. Hover your mouse over the “Standard” link and click it to display the attached image.

 

 

7. The image will then be displayed in a new tab as intended.

 

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

To make the Primary Attribute and Primary Attribute Value appear clearly in the exported Excel file, you must activate the Primary Button for at least one attribute during setup.

 

1. From the Perform dashboard landing page, click on Assessments, then select Builders.

 

2. Click the name of the assessment where you want to activate the Primary Attribute.

 

3. Scroll down to the Attributes section and toggle the switch to activate the Primary Attribute.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Learn how to review and modify assessment attributes even after submission, including understanding system limitations and what changes are still allowed.

 

 

1. On the Dashboard landing page, click the “Perform” button.

 

 

2. Select “Encounter Reports” to view the list of available assessments.
Choose the assessment you wish to edit.

 

 

3. The inspector’s name will be displayed on the screen. Click on the name to open the completed encounter report.

 

 

4. On the report page, click the “Edit” button.

Note: Edit access may be restricted and is not available to all users.

 

 

5. You can now modify the attributes as needed. Once done, click the “Finish” button to save your changes.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This feature provides a dropdown selection list of guide questions sourced from a centralized library (Multi-Model Questions Settings). It allows users to easily reuse commonly used questions across multiple assessments, ensuring consistency and efficiency.

The masterlist contains pre-created Introduction and Additional Questions that can be applied to different checklists, especially for assessments that are repetitive or share similar structures.

Questions selected from the masterlist can still be edited within the assessment builder without affecting:

The original version is stored in the master list
Other assessments using the same question
Previously recorded responses or history
This ensures flexibility while maintaining a standardized question bank.

 

1. On the Dashboard Landing Page, go to Settings, then click Manage Locations.

 

2. Locate and click Multi-Model Questions. This is where your masterlist of questions is managed.

 

3. To add Introduction Questions, click Add Questions

 

4. Enter the question in the box, choose the Question Type, then click Create to save.

 

5. For the Additional Questions tab, follow the same process as in Step 3.

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This feature provides a dropdown selection list of guide questions sourced from a centralized library (Multi-Model Questions Settings). It allows users to easily reuse commonly used questions across multiple assessments, ensuring consistency and efficiency.

The masterlist contains pre-created Introduction and Additional Questions that can be applied to different checklists, especially for assessments that are repetitive or share similar structures.

Questions selected from the masterlist can still be edited within the assessment builder without affecting:

The original version is stored in the master list

Other assessments using the same question

Previously recorded responses or history

This ensures flexibility while maintaining a standardized question bank.

 

1. On the Perform Dashboard Landing Page, go to Manage Assessment, then click Assessment Builder.

 

2. Use the filter to select the desired Location, Section, and Department where you want to add Introduction and Additional Questions from the masterlist. Then click Apply

 

3. In the Assessment Builder, select the assessment name you want to add an Introduction Questions.

 

4. From here, you will see the Introduction Questions and the Additional Questions.

 

5. Select Introduction Questions, and you will see the Attach Questions From Master List feature.

 

6. After you click it, all pre-created Introduction Questions will appear. Once selected, the question will be automatically added to your list without needing to click the Create button. Note that the Question Type is pre selected base on the original Masterlist.

 

7. For the Additional Questions tab, repeat the same process outlined in Step 4.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Introduction & Additional Questions: Feature Overview
The Introduction and Additional Questions sections allow you to add essential context and feedback to your main assessment. These optional sections act as bookends: use Introduction Questions to set the stage before the checklist begins, and Additional Questions to capture final thoughts or signatures once the checklist is finished.

Why It Matters
This feature moves beyond simple “Yes/No” answers to give you a fuller picture of your data. By using a mix of Radio buttons, drop-downs, and Free Text, you can make surveys faster to complete while still capturing the exact details you need. Whether you need a quick site confirmation at the start or a detailed summary at the end, these sections make your assessments more flexible and professional.

 

 

1. On the Perform Dashboard Landing Page, go to Manage Assessment, then click Assessment Builder.

 

 

2. Use the filter to select the desired Location, Section, and Department where you want to add Introduction and Additional Questions from the masterlist. Then click Apply

 

 

3. In the Assessment Builder, select the assessment name you want to add an Introduction Questions.

 

 

4. From here, you will see the Introduction Questions and the Additional Questions.

 

 

5. Select the Introduction Questions and click Add Question

 

 

6. Enter the question in the box, choose the Question Type, then click Create to save.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

These question types are designed to support flexible and structured data collection depending on the assessment need. They allow organizations to gather both quantitative and qualitative insights, improve evaluation accuracy, and ensure assessments are tailored to different response formats.

 

 

1. On the Perform Dashboard Landing Page, go to Manage Assessment, then click Assessment Builder.

 

 

2. In the Assessment Builder, select the assessment name you want to add an Introduction Questions.

 

 

3. From here, you will see the Introduction Questions and the Additional Questions.

 

 

4. Select the Introduction Questions and click Add Question

 

 

5. After entering the question, click the Question Type.

 

 

6. Multi-Response – Allows respondents to select multiple answers from a given list.
Use: Best for identifying all applicable choices or behaviors.

Enable Radio – Respondents can select only one answer from a list.
Use: Used when only one correct or preferred option is expected.

Enable Dropdown – Respondents choose one answer from a dropdown menu.
Use: Suitable for saving space and simplifying long option lists.

Respondents can select multiple answers from a dropdown or list.
Use: Useful when multiple applicable responses are needed in a compact format.

 

 

7. Free Text – Open-ended question allowing respondents to type any answer.

 

8. Linear Scale – Respondents rate on a scale (e.g., 1–5, 1–10) for quantitative assessment.

 

 

9. This is a preview of the image we have created.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Attributes can be added during the setup phase of an assessment to ensure that all required criteria, tags, or classifications are properly defined before the assessment begins. This step helps structure the assessment correctly and ensures that all relevant data points are captured from the start.

Make sure all necessary attributes are reviewed and correctly applied before proceeding.

Adding attributes before the assessment starts ensures consistency, improves reporting accuracy, and reduces the need for changes after deployment. It also helps align the assessment structure with reporting and analysis requirements across Perform, Qualify, and Launch platforms.

 

 

1. Go to Manage Assessment and click the Assessment Builder tab.

 

 

2. Filter by Location, Section, and Department to find the assessment name that requires modification.

 

 

3. Go to the Attributes tab, where you will see different attribute options available for configuration.

 

 

4. Identify the required attributes and toggle them on as needed.

 

 

5. Enable the “Show First” option to display the selected attributes at the top of the assessment.

 

 

This is a preview of the assessment once it is toggled on.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

To provide a more balanced and transparent evaluation of performance, the Overall Competency Score is now calculated as the average of all individual competency scores.

This enhancement is now reflected in the:

• Dashboard
• Reports → Competency pages

across the following platforms:

• Perform
• Qualify
• Launch

How is the Overall Competency Score calculated?

The system calculates the Overall Competency Score by adding all competency scores and dividing the total by the number of competencies.

Example:

• Customer Service = 100%
• Professionalism = 0%

The Overall Competency Score is calculated as:

100+0/2 = 50

Result: 50% Overall Competency

What are the benefits of this enhancement?

This updated calculation method:

• Provides a more accurate and fair representation of overall performance
• Ensures equal weighting across competencies
• Improves transparency in score computation
• Makes competency performance easier to interpret and analyze

No action is required from users, as this update is automatically applied within the system.

The Vetting Process is a structured review stage where completed assessments are evaluated, refined, and validated before finalization. This process ensures that all assessments meet quality standards and that any required corrections or clarifications are properly addressed. It also helps maintain consistency and accuracy across all submitted assessments.

The vetting process improves overall efficiency by enhancing data quality and reporting accuracy, reducing errors before finalization, and standardizing review workflows across teams. It also promotes transparency between reviewers and inspectors, while creating a clear audit trail of all communications and changes made during the review process.

By default, completed assessment statuses vary across platforms. In Qualify, completed assessments are automatically set to In-Review, meaning the vetting process begins immediately. In Perform and Launch, completed assessments remain in Completed status, and the reviewer must manually change the status to In-Review to initiate the vetting process.

 

 

1.  On the Perform or Launch Platform, go to Manage Assessment, then click on the Assign & Review tab and locate the assessment you want to review. For example, Assessment Name Bar.

Under the Change Status column, toggle the status from Completed to In-Review to start the vetting process.

 

 

2. Click the View button to open the Encounter Page and review the assessment standards. Review the inspector’s answers for each standard thoroughly.

 

 

3. If changes are needed, click the In-Review button to send feedback and request revisions from the inspector.

 

 

4. Look for the warning icon beside standards, which indicates items that require further action.

 

 

5. Once the inspector updates the required items, the icons will change from a warning icon to a check mark, indicating completion. Click the View button again to review the updated responses.

 

 

6. After final review, change the assessment status from In-Review to Completed.

 

7. To track all updates and communications, open the Activity Log on the Encounter Page. You can filter details by Event or User.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The Vetting Process is a structured review stage where completed assessments are evaluated, refined, and validated before finalization. This process ensures that all assessments meet quality standards and that any required corrections or clarifications are properly addressed. It also helps maintain consistency and accuracy across all submitted assessments.

The vetting process improves overall efficiency by enhancing data quality and reporting accuracy, reducing errors before finalization, and standardizing review workflows across teams. It also promotes transparency between reviewers and inspectors, while creating a clear audit trail of all communications and changes made during the review process.

By default, completed assessment statuses vary across platforms. In Qualify, completed assessments are automatically set to In-Review, meaning the vetting process begins immediately. In Perform and Launch, completed assessments remain in Completed status, and the reviewer must manually change the status to In-Review to initiate the vetting process.

 

 

1. Go to the Inspector’s Dashboard and locate the assessment in Vetting State.
The status will appear as In-Review, and a warning icon will be displayed on the upper-left corner of the assessment folder, indicating that the reviewer has requested further action. Click the In-Review and Next button to proceed.

 

 

2. On the Assessment Page, identify the standards marked with a warning icon, indicating items that need revision. Click the icon on the right side to view the reviewer’s comments or requested changes. Update your answers accordingly.

 

 

3. After completing the required updates, you may optionally add a response to the reviewer. Click Mark as Resolved.

 

 

4. Once marked as resolved, you have the option to notify the reviewer.
Click Notify to send a message or email notification.

 

 

5. After resolution, the icons will change from a warning icon to a check mark, indicating that the standards and assessment have been successfully updated.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This guide explains how to send attached images from the Encounter page to a specific user for review. Follow the steps to share images directly from the encounter report and ensure the intended recipient can review the attached documentation properly.

 

1. On the Dashboard landing page, go to the Encounter Report tab.

 

2. You may use the filter options to find the assessment you want to review.
Look for the clip icon indicated by the arrow, which signifies that the assessment contains an attachment.

 

3. For example, click the assessment under the inspector name “QTX Demo” to open it for review.

 

4. You will notice that attachments may appear in the Summary Comment Attached File section, as well as within specific standards of the assessment.

 

5. Click the Share button to open the compose email window. From there, you can add your review comments or feedback related to the image and send it to the intended recipient. Once completed, click Submit.

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Assessment Attributes are the key components used to define, filter, and organize an assessment. They help categorize and structure assessment content for easier tracking, reporting, and evaluation. These attributes are applied to each assessment to provide more context and relevance based on department, area, frequency, and more.

 

1. On the Launch Dashboard landing page, click the Settings icon located at the top right corner of your screen, then select “Manage Locations” from the dropdown menu.

 

2. The system will automatically direct you to the “Location” tab.

 

3. Click on the “Assessment Attribute” tab to view and manage existing Assessment Attributes.

 

4. Click “Add New” to start creating a new Assessment Attributes

 

5. The user can start creating or adding a new “Assessment Name”, then click “Create” to save.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Creating a new Question Category helps organize questions into specific groups, making assessments more structured and easier to manage.

 

1. On the Perform Dashboard landing page, click the Settings icon located at the top right corner of your screen, then select “Manage Locations” from the dropdown menu.

 

 

2. The system will automatically direct you to the “Location” tab.

 

 

3. Click on the “Question Category” tab to view and manage existing categories.

 

 

4. Click “Add New” to start creating a new Question Category.

 

 

5. The user can start creating or adding a new “Question Category”, then click “Create” to save.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Adding new Competencies and Sub-Competencies is essential for maintaining a clear and structured evaluation framework. Each Competency represents a key area of performance or skill, while Sub-Competencies provide detailed breakdowns to ensure specific expectations are assessed accurately.

 

1. On the Perform Dashboard landing page, click the Settings icon located at the top right corner of your screen, then select “Manage Locations” from the dropdown menu.

 

2. The system will automatically direct you to the “Location” tab.

 

3. Click on the “Competency” tab to view the list of existing Competencies, Sub-Competencies, and their corresponding Codes.

 

4. Click “Add New” to begin creating a new Competency or Sub-Competency.

 

5. The user can start creating or adding a new Competency and Sub-Competency, then click “Create” to save.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The Activity Log feature provides a detailed timeline of events related to each Encounter Report. It allows users to track progress, identify changes, and review the assessment lifecycle from start to completion.

🔍 Where to find It:

1. Navigate to the Encounter Report: Go to the “Encounter” tab on the left sidebar. Select a report (e.g., Check In (test)).

 

 

2. View Activity Count: In the Encounter summary page, locate the “Activity Log” column (see red arrow in the first image).

 

 

3. Open the Activity Log: The number shown (e.g., 3) indicates how many activity entries are available for that report.

 

 

4. The user can also export the Excel file by clicking the Action dropdown on the right side and selecting ‘Export XLSX’.

 

 

5. The exported Excel file usually appears in the upper right corner of the screen. If the file does not appear, press the shortcut key “Ctrl + J” on your keyboard to view all downloaded files in your browser.

 

 

6. Here is an overview of your exported file from the Activity Log.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

The Encounter Report feature in QTX Perform allows team leaders, inspectors, and champions to track and review employee evaluations. These assessments are essential for monitoring job performance, recognizing achievements, and identifying areas for improvement.

Each submitted assessment provides a detailed breakdown of standards, inspector comments, and timestamps. In cases where an update or correction is needed, authorized users (e.g., Champions) can edit the report to ensure accuracy and data integrity.

This guide walks you through the steps to view completed assessments and edit existing records in the Encounter Report section.

 

1. Click on the PERFORM module and select the ENCOUNTER tab.

 

2. Use the filter options to search for specific assessments (e.g., by date, location, section and department, or assessment name).

 

3. You’ll see a list of assessments with their names and overall scores. Click an Assessment Name (like “Check In Test”) to view its full report.

📎 Clip Icon Meaning: A paperclip icon next to an assessment means there are files attached. Click it to see or download them.

 

4. On the Encounter page, after choosing your filters (like date and location), you’ll see a list of assessments.

The Assessment Name & Score (e.g., “Check In (test)”) and its overall score are at the top, giving you a quick summary of how that assessment performed.

Below this, the table shows individual results by Inspector Name (pointed out by the red arrow). Each line tells you who finished the assessment, when they did it, their score, and if there are any attached files. You can click on an inspector’s name to see their detailed results.

This setup helps you easily track and compare how individuals and groups are performing.

Activity Log Feature

5. When you open an Encounter Report, you’ll see a summary:
Report Title: The name of the assessment (like “Check In”).
Instructions: Special tasks for the audit.
Submitted: When the report was sent.
Overall Comment: A general note on performance.
Attached Files (red arrow): Pictures or videos linked to the comment.
This section quickly shows the report’s key details and any attached files.

 

6. This section provides users with a quick overview of the assessment’s timing, person assessed, and session details.
Assessment Date & Time: Shows the start and end dates (e.g., June 17, 2025) and times (e.g., 12:07 PM to 12:08 PM), helping to track duration.
Attributes: Includes the Team Member Name (Auditee) (e.g., Jeralyn) and Room Number (e.g., 2046) associated with the assessment.
Shift / Period: Indicates the time of day the assessment occurred (e.g., Afternoon).
Tip: Make sure the shift period matches the actual time of the assessment for reporting accuracy.

 

7. The image displays a detailed assessment report, highlighted by a red box at the top, showing columns for “№”, “Standard Name”, “Yes/No”, “Score”, “Segment”, “Commentary”, and “Attached Files”. An arrow specifically points to a “No” in the “Yes/No” column and a “0” in the “Score” column for a particular standard, indicating that this specific standard was not met during the assessment. The “Commentary” section next to it provides an explanation for the missed standard.

 

8. If you need to update or revise details in an existing Encounter Report, follow these steps:
On the top right section of the report page, find the “EDIT” button.
It is highlighted in blue and located beside the “VIEW HISTORY” button.
Click on the “EDIT” button (see red box and arrow in the image) to enter the editing mode.

 

9. Once in edit mode, you can modify fields such as:
Overall Comments
Overall Attached files
Assessment Date and Time details
Attributes ( Team Member Name (Auditee), Shift/Period, Room Number)

Yes/No Selection
Commentary
Attach File per Standard

 

10. Save Your Changes: After editing, make sure to save the report by clicking the Finish button to apply your changes.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Displaying the overall score as a percentage provides a clear measure of the department’s performance during a specific assessment period. The inspector evaluates service delivery based on established standards, allowing for an objective and consistent assessment of achievement.

 

1. From the Dashboard landing page, navigate to the PERFORM platform and select the “ENCOUNTER” tab to proceed.

 

 

2. Please ensure all required information is completed by using the available filters.

 

 

3. The Assessment Name and corresponding Overall Score will be displayed.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This displays a summary of the scores for questions achieved and not achieved, categorized by department. The percentage scores are presented in both pie chart and table formats.

 

1. When you are on the Dashboard landing page, click on the PERFORM platform, then go to “Reports – Question Assessed” tab..

 

 

2. Ensure that filters are applied and all required information is completed.

 

 

3. The summary of assessed questions will be presented in both pie chart and table formats, showing Achieved, Not Achieved, and N/A scores.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This report highlights the standards missed during the audit, including the total number and percentage of missed standards.

 

1. When you are on the Dashboard landing page, make sure that you click on the PERFORM platform, then go to “Reports – Performance” and select the “Missed Standards” tab.

 

 

2. Ensure that filters are applied and all required information is completed.

 

 

3. All assessment names with missed standards will be displayed, along with the total number of missed standards.

 

 

4. Click any Assessment name to view the missed standards, including the number of times each was missed and the corresponding standard code.

 

 

5. Click any Standard name to view the details of the missed standard (i.e Inspector Name, Comment, Attribute, Assessment Date).

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

QTX dashboards allow users to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing overall, it is possible to capture and report specific data points from each department within the organization. This provides a “snapshot” of performance.

 

1. When you are on the Dashboard landing page, make sure that you click on the PERFORM platform and fill in all the information needed in the Filters.

 

 

2. Scroll down to see the Competency Report,  Performance Summary, and the top 10 Most Frequently Missed and Most Achieved Standards.

 

 

3. Performance Indicator will be available on a table and a trending chart will display the average score of the filtered data.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Performance reports allow management to provide both positive feedback and identify areas that may need improvement. Departments can review results together and use them to create development plans that support skill-building and better performance.

 

1. From the Dashboard landing page, click on the PERFORM Platform, then go to “REPORTS – PERFORMANCE.”

 

 

2. Use the FILTERS section to fill in all the required information — such as date range, department, and other relevant criteria — to ensure you’re viewing the correct data.

 

 

3. After applying the filters, the Performance Summary or Overall Performance report will be displayed. This gives you a clear overview of how individuals or teams are performing, highlighting strengths and areas that may need further development.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Each standard in the report reflects a category of the guest experience known as a Competency, which may also include Subcompetency or Segment details. This report helps you review performance by Location, Section, and Department.

 

1. From the Dashboard landing page, click on the “PERFORM” button.

 

 

2. Click the “Reports” button, then select “Competency” from the list.

 

 

3. Make sure you’re on the “Overall” tab. Use the FILTERS to enter all necessary information (such as date range, location, department, etc.) to generate accurate results.

 

 

4. The Overall Competency Report will display as a graph. You can hover your cursor over each bar to view the percentage score for that Competency.

 

 

5. Click the arrow button to show or hide the Competency list. To view Sub – competency or Segment details, click the color-coded boxes on the right side of the graph.

 

 

6. For a deeper breakdown, click on “VIEW SCORE” and “SHOW MORE” buttons to see scores based on each Competency and its corresponding Segment name.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Monthly reports provide valuable insights gathered from Hotel Guest Experiences. This information helps monitor the consistency and quality of the service we deliver to our guests.

 

1. From the Dashboard landing page, ensure you are on the “PERFORM” platform. Then, click on the “REPORTS – MONTHLY REPORT” tab.

 

 

2. Use the FILTERS to fill in all the required details — such as date range, location, and department — to generate the correct report data.

 

 

Once the filters are applied, several key insights will be available:
A Property Graph Report Per Department will be shown at the top, offering a visual overview of departmental performance.

 

 

The Section Performance report displays each section’s name, score, and number of assessments completed.

 

 

3. You’ll also see a list of the Most Improved and Least Improved Departments, which helps highlight areas of growth and those needing attention.

 

 

4. Below that, a breakdown of Competency Names is displayed along with their Scores and Percentage Increase, showing where progress has occurred.

 

 

5. At the bottom, the report includes the Overall Competency Report, Competency Segment scores, and a list of the Top Missed Questions, offering deeper insights into service consistency and training opportunities.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Within the Perform Platform Settings, you can view detailed information about each location. This includes the property name, abbreviation, and its corresponding city, state, and country. This is especially useful for verifying available properties and their setup.

 

1. From the Dashboard landing page, click on the PERFORM Platform tab.
Then, click the “SETTINGS” button located in the upper right corner of the screen.

 

 

2. Select “Manage Locations” from the settings menu.

 

 

3. You will be redirected to the Perform Platform Settings page.
Click on the “LOCATION” tab to continue.

 

 

4.Scroll down to view the list of available Locations.
Here, you’ll see each property’s name, abbreviation, and its assigned City, State, and Country.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Inspector Reports are used to evaluate a range of hotel services and amenities, including room service, dining, and public areas like pools. These reports are based solely on visual inspections and reflect what the inspector directly observed.

 

1. From the Dashboard landing page, ensure you are on the PERFORM platform.
Click the “REPORTS – INSPECTOR REPORTS” tab.

 

 

2. Use the FILTERS provided to fill in all the necessary details, such as date range, location, and inspector name, to generate the correct report view.

 

 

3. Once filters are applied, a list of User Names (inspectors) will appear at the bottom of the page.

 

 

4. To view the Completed Assessment Ratio, simply click on an inspector’s name.
This will bring up details including:

List of Assessment Names
Completion Dates
Score Percentages
Department Names
Section Names
Location Names

 

 

5. To view the detailed Encounter Report, click on any “Room Inspection” listed under the assessment names.

 

 

6. Scroll down the report to view the Standard Names, Segments, and Inspector Commentary.
You’ll also have the option to View, Send, or Download any attached files.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This report highlights the number and percentage of missed standards categorized by Competency, helping teams identify common gaps and areas needing improvement.

 

1. From the Dashboard landing page, click on the “PERFORM” tab.

 

 

2. Click the “Reports” button, then select “Competency” from the dropdown menu.

 

 

3. Make sure you are on the “MISSED STANDARDS” tab.

 

 

4. The report will display a breakdown of missed standards by number and percentage, organized by each Competency.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

An assessment consists of one or more questions, activities, or actions within an assignment that can be scored. A category groups together similar assessment types and can be weighted to impact the overall course or performance score.

 

1. From the Dashboard landing page.

 

 

2. Ensure you are in the “PERFORM” platform.
Then click on the “ASSESSMENTS – ASSIGNMENTS” tab.

 

 

3. Use the FILTERS at the top of the page to enter all required information — such as date range, department, location, or user — to refine your search results.

 

 

4. Scroll down the page to view the list of Assessment Names associated with the filtered criteria.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Competencies help define the skills or tasks a person needs to perform well in their job. Each one includes detailed behaviors that show different levels of proficiency.

 

1. From the Dashboard, go to the PERFORM Platform. Click the “SETTINGS” button at the top right of the screen.

 

 

2. Choose “Manage Locations” from the menu.

 

 

3. You will be taken to the Connect Platform Settings page. Click the “COMPETENCY” tab.

 

 

4. Scroll down to see the list of Competencies, Sub – competencies, and their Codes.

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

This platform offers advanced “Customize Assessment” capabilities, enabling users to efficiently add or update assessment questions to align with dynamic requirements.

 

1. From the Dashboard landing page, make sure you’re in the PERFORM platform. Then click on “ASSESSMENTS – BUILDER.”

 

 

2. The highlighted section displays essential details for each assessment, including the Assessment Code, Assessment Name, Department Name, Section Name, a QR code download link, and the Last Update timestamp. This allows users to easily identify and manage assessment records.
To view an assessment’s details, select its Assessment Code from the list.

 

 

3. The image displays a “Customize Assessment” page within a system, likely for managing performance or training. Key areas highlighted by red boxes include the “Check-in” section and “Assessment Instructions.” Users can edit instructions, such as “go to front desk,” and also edit the “Check-in” assessment name.

 

 

4. Highlight several features on the “Customize Assessment” page. The top left red box indicates a multi-step process, with numbers 1 through 7 likely representing the number of assessment sections or questions that need to be answered. A red box further down outlines an area to “Drag and drop or click to upload file,” with a note that only image, audio, and video files (up to 10MB) are allowed. Finally, a red arrow points to a checkbox labeled “Enable Employee Recognition,” indicating an optional feature for the assessment.

 

 

5. The “Assessment Attributes” where users can define custom fields for an assessment. Two primary attributes, “Team Member Name” and “Shift / Period,” are shown with their respective options. Red arrows indicate these attribute sections, and a red box highlights the “Select Attribute” dropdown menu at the bottom, which allows users to add more attributes like “Room Number,” “MOD Name,” “Hotel Occupancy,” and others from a predefined list.

 

 

6. A red arrow points to the “Require comment for” field, which has a dropdown menu highlighted by a red box. This dropdown allows users to select whether comments are “N/A,” “NO,” or “YES” for specific answers within the assessment. This feature enables control over when an assessor must provide additional textual feedback.

 

 

7. The primary questions are referred to as “Standard” (e.g., “Did the staff greet you…”). Red arrows highlight fields for “Placeholder” and “Question Guide,” which provide additional context. Below these, “Test1” and “Test 1” represent the “Competency” and “Sub Competency” respectively. A “1” indicates the “Weightage,” and “Test2” represents the “Category.”

 

 

8. On the lower page, you’ll have the option to click “ADD QUESTION” to include a new question in the assessment.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

An assessment consists of one or more questions, tasks, or actions that an individual can be scored on. A category is a group of assessment types that can be assigned a percentage or weight toward the overall course score.

Here’s how to assign an assessment in the PERFORM platform:

 

1. From the Dashboard landing page, make sure you’re in the PERFORM platform.

 

 

2. Then click on the “ASSESSMENTS – ASSIGNMENTS” tab.

 

 

2. Click the “ASSIGN ASSESSMENT” button.

 

 

3. Fill in all the required information such as location, department, section, assessment name, and user details.

 

 

4. Once everything is complete, click the “ASSIGN” button to finalize the process.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com

Web or Mobile App-Based Testing – Assigning Assessments

Web or mobile-based assessments allow inspectors to answer specific questions and upload related media (images, video, audio) with commentary. Only assigned Inspectors can complete these assessments.

1. From the Dashboard landing page, click the “PERFORM” button.

 

 

2. Then select “Assessments.”

 

 

2. Click “Assignments” under the Assessments menu, then click the “ASSIGN ASSESSMENT” button.

 

 

3. Fill in all the required details by selecting the appropriate options from the dropdown lists (e.g., location, section, department, assessment name, inspector).

 

 

4. Choose your preferred Assign Type:

• “ONCE” – for a one-time assessment

• “RECURRING” – for multiple or scheduled assessments (you can select multiple days)

 

 

5. Set the Start Date, Send Time, and End Date for the assessment.

Once everything is complete, click the “ASSIGN” button to save and finalize the assignment.

 

 

 

If you need further assistance, please send an email to helpdesk@q-tx.com