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 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
The main advantage of a QR code is its versatility. This is beneficial for both Management and Inspector and it is easy to distribute by just downloading a code.
1. When you are on the Dashboard landing page, click on the “LAUNCH” button.
2. Click on the “Assessments” button, then select “Builder” from the dropdown menu.
3. To download the QR code for a specific assessment, simply click the “Download” button beside the assessment name. This QR code allows users to quickly access the assessment using a mobile device. Make sure you select the correct assessment before downloading. You can scan the downloaded QR code to test if it directs you to the correct assessment page.
4. The downloaded file normally appears in the upper right corner of your screen.
5. Click on the downloaded file and the QR code image will appear.
If you need further assistance, please send an email to helpdesk@q-tx.com
To enable an Inspector to carry out an assessment, a Group User must assign access to the Inspector for the relevant Location, Section, Department, and Assessment. It is also important to specify the assessment period for effective monitoring. There is no limit to the number of mystery shops that can be conducted.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click on “Assign Mystery Shop” under the “Mystery Shop” section, then select the “CREATE MYSTERY SHOP” button to begin.
3. To assign an assessment in the QTX Qualify module, go to Mystery Shop > Assign Mystery Shop, then fill out the form as shown. Select the Location Name and Inspector Name from the dropdown menus. If needed, check the Send Email Notification box to alert the inspector via email. Next, choose or create the Assessment Period.
4. Once all fields are completed, click Assign to finalize the assignment.
If you need further assistance, please send an email to helpdesk@q-tx.com
Mystery Shoppers evaluate the department’s service performance based on standard criteria, providing valuable insights into how customers perceive the company. This feedback helps identify areas for improvement. Group Users have the ability to edit the report, allowing them to manage and refine the assessment details as needed.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click on the “Encounter” button located on the left-side menu. Once the page opens, fill in the required details in the Filters section to narrow down and view specific assessment results or encounter records. Click “Apply Button”.
3. The Overall Score will be displayed as a percentage based on the selected Assessment Period, providing a clear summary of performance during that specific timeframe.
4. Click on “Assessment Periods” to display the available assessment names associated with that period, as shown in the example below. This allows users to select and view specific assessments conducted within the chosen timeframe.
5. Click on the Assessment Name to open and view the Encounter Report. The report will be displayed in its default view, showing key details such as inspector comments, scores, and assessment criteria.
6. Users can view the Encounter Report organized by Competency for a more structured analysis. Simply click on “VIEW BY COMPETENCY”, and the report will automatically display the results grouped under each specific competency category.
7. Click on the “Edit” icon to make changes to the Encounter Report. This function allows authorized users to update report details, ensuring accuracy and completeness of the assessment data.
8. The user can directly edit the Overall Comment by typing in the provided text box and can also upload or replace the Overall Comment Attachment as needed. This feature ensures that final observations and supporting documents can be updated efficiently.
9. The Assessment Date and Time fields are editable, allowing users to update or correct the start and end dates and times of the assessment to reflect the actual period it was conducted.
10. Answer “YES” or “NO,” and the score can be adjusted. The user may also fill in or edit the “Commentary” box and upload a file if needed.
11. Click on the “Finish” button to save all changes made to the assessment.
If you need further assistance, please send an email to helpdesk@q-tx.com
This functionality allows you to view each guest’s response and communicate with them either automatically or manually through the QTX Connect platform.
1. From the dashboard landing page, click on Reports under the CONNECT platform.
2. Click on Response Analyses under Reports, then select the Problem Resolution tab. Next, fill out the required information in the filters.
3. This section displays resolution details and guest responses in a table format. Additional entries can be viewed by adjusting the number of entries shown or by clicking the page numbers at the bottom of the screen. To view a guest’s response, click anywhere on the guest’s row.
4. The system will display the full details of the guest’s response along with their stay information. To respond via email, click the envelope icon. (This action will redirect you to the Responses page.)
5. The guest’s email address is generated automatically. A default message will appear in the email body, which you can edit as needed. Use the scroll bar to view the full message. When you are ready to send, click the SUBMIT button.
If you need further assistance, please send an email to helpdesk@q-tx.com
An assessment is a structured questionnaire used to evaluate the quality and standards of service in each section. It plays a key role in identifying performance levels and areas for improvement.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click on the “Assessments” button, then select “Builder”.
3. Click on any Assessment to view or edit its contents.
4. The user can edit the title in real-time without navigating to the settings. Then, provide clear Assessment Instructions to guide users through the steps of the assessment. If needed, you can upload supporting files such as images, audio, or video by dragging and dropping them into the upload area.
5. The numbers at the top indicate the total number of standards included in this assessment. Each standard represents a specific question to be evaluated.
The red arrow points to the Assessment Attribute field, where you can enter or select specific details such as the Team Member Name (Auditee) to capture relevant information for each assessment entry.
6. From here, you will see the Standard Question along with two optional fields:
Placeholder – A temporary text field that indicates where and what type of content should be entered.
Question Guide – A short note or instruction that helps clarify how to properly answer the specific question.
7. Below, you can see the assessment items along with their corresponding Competencies and Sub-Competencies (if applicable). Each assessment item can be scored on a scale of 1 to 3.
8. The user can deactivate a standard if it is not necessary for the evaluation.
Note: Standards cannot be deleted if historical data already exists. To avoid potential issues, we recommend contacting Help Support for assistance with deleting, deactivating, or revising standards.
9. Assessments are predetermined by management and uploaded to the system by our development team. The “ADD QUESTION” function can only be used to place a new question at the end of the assessment. Click “NEXT” to navigate and view the remaining standards in the assessment.
Note: If a user needs to insert a question in between—which would alter the original order—they must submit the updated set of assessments to our team. This process helps ensure the integrity of historical data within the system.
If you need further assistance, please send an email to helpdesk@q-tx.com
This report provides users with direct access to view inspector feedback and experiences. It also allows users to track the status of assigned assessments, indicating whether they have been started or completed.
1. On the Dashboard landing page, click the “LAUNCH” button.
2. Click the “Assessments” button, then select “Assignments” from the dropdown menu.
3. The assessment name will be displayed in a table format along with its corresponding “Status”.
4. A blue-highlighted “Action” button indicates that the assessment is active and ready to launch.
5. To view an assessment, click on the one with a “Completed” status. There are two types of status: “Completed” and “In Progress”.
“In Progress” means the assessment is still ongoing and has not been finished yet.
6. Users can access the Edit Assessment page, which is intended solely for updating the Start Date, Start Time, End Date, and End Time. After making changes, click “Assign” to save the updates.
7. To delete an unnecessary checklist, check the small box to the left of the assessment name, then click “DELETE”. You can view the remaining assessments by navigating to the next page.
If you need further assistance, please send an email to helpdesk@q-tx.com
This report displays the percentage of missed standards categorized by competency.
1. On the Dashboard landing page, click the “LAUNCH” button.
2. Click the “Reports” button, then select “Competency” from the dropdown menu.
3. Click the “Missed Standards” tab, then click “VIEW ALL” to apply filters and view the complete list.
4. The report displays missed standards by both number and percentage, categorized by competency.
If you need further assistance, please send an email to helpdesk@q-tx.com
Each standard represents a specific aspect of the guest experience, organized under a Competency and its corresponding Sub competency or Segment. This report provides a breakdown of Competency details by Location, Section, and Department.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click the “Reports” button, then select “Competency” from the dropdown menu.
3. Make sure you are on the “Overall” tab. Then, use the available filters to select the desired information.
4. The Overall Competency Report will appear in a graphical format. Hover your cursor over each bar to view the corresponding percentage score.
5. Click the “Arrow” button to expand or collapse the Competency list. Then, click the colored boxes to display the names of the Sub competency or Segment, if available.
6. Below is the Overall Competency Segment Report
7. Click the “VIEW SCORE” button to see the scores.
8. The data is categorized by Competency and its corresponding Competency Segment name.
9. Click “SHOW MORE” to view the Overall Competency and Overall Competency Segment reports categorized by Section.
If you need further assistance, please send an email to helpdesk@q-tx.com
This displays the department and/or section’s missed standards, shown by number and percentage, based on each Assessment Name.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click the “Reports” button, then select “Performance” from the dropdown menu.
3. Click the “Missed Standards” tab, then use the filters to select the relevant information.
4. The report will display missed standards by number and percentage, organized by Assessment Name.
If you need further assistance, please send an email to helpdesk@q-tx.com
This section provides a summary score of questions that were either achieved or not achieved by the department. The percentage score is displayed in both pie chart and table formats for easy interpretation.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click the “Reports” button, then select “Performance” from the dropdown menu.
3. Click the “Question Assessed” tab, then use the available filters to select the relevant information.
4. The summary of questions assessed by percentage will be displayed as a pie chart.
5. You can also view the Summary of Questions Assessed by percentage in a table format below the pie chart for easier comparison and analysis.
If you need further assistance, please send an email to helpdesk@q-tx.com
The Performance Report enables management to recognize strengths by providing positive feedback and to identify areas that need improvement. Departments can use this information to discuss results collaboratively and develop action plans to enhance skills and overall performance.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click on the “Reports” button, then select “Performance” from the dropdown menu to access performance-related data and insights.
3. The system will automatically direct you to the “Overall” tab. From there, use the available filters to select the relevant information you want to view.
4. The Overall Performance score will be displayed as a percentage and visualized in a bar graph. Hover your cursor over each bar to view the exact score.
If you need further assistance, please send an email to helpdesk@q-tx.com
Viewing the Overall Score as a percentage helps users understand the department’s performance during a specific assessment period. The Inspector evaluates service delivery based on defined standard scales, providing a clear measure of achievement.
1. On the Dashboard landing page, click the “LAUNCH” button to proceed.
2. Click the “Encounter” button, then use the available filters to select and refine the information you wish to view.
3. The Overall Score will be displayed as a percentage based on the selected Assessment Period.
If you need further assistance, please send an email to helpdesk@q-tx.com
This report helps track progress on standards and identify performance gaps. It provides high-quality feedback on internal guest experiences, which can be quickly transformed into relevant, meaningful, and actionable insights.
1. From the Dashboard, click the LAUNCH icon, then use the FILTERS function to fill out the required information.
2. On the same page, scroll down to view the reports. The Competency Report displays competency scores as percentages.
3. The Performance Summary presents scores by section in a graphical format, including the Overall Score. Hover your cursor over each bar to view the specific scores and the number of assessments.
4. This section displays two key insights: Most Frequently Missed and Most Achieved Standards, helping identify areas for improvement and strengths in service. Below, a performance table shows monthly and overall scores by department, making it easy to track progress and trends across time.
5. The Trending Chart displays sections plotted on a line graph. Hover over the data points to view the corresponding scores. You can check or uncheck different sections to customize the view based on your preferences.
If you need further assistance, please send an email to helpdesk@q-tx.com
As a Group User in QTX, you have access to multiple Locations — each representing a specific property or hotel where customized activities are conducted to assess service standards and enhance the overall guest experience. These locations reflect actual hotel operations and help users evaluate performance across departments.
1. On the Dashboard landing page, click the “LAUNCH” button.
2. Click the Settings icon located in the top right corner of the screen, then select “Manage Locations” from the dropdown menu.
3. The system will automatically redirect you to the “Location” tab, where you can view, edit, or manage the list of properties assigned to your account.
4. The list of available Locations, along with their corresponding Sections and Departments, will be displayed on the screen as shown below. This allows you to easily view and manage the organizational structure of each property.
If you need further assistance, please send an email to helpdesk@q-tx.com
Each standard represents a specific category of the guest experience, referred to as a Competency or Sub-Competency. These classifications help organize and evaluate service performance based on key areas of hospitality and operational excellence.
1. On the Dashboard landing page, click the “LAUNCH” button.
2. Click the Settings icon in the top right corner of the screen, then select “Manage Locations” from the dropdown menu.
3. The system will direct you to the “Location” tab by default. From there, click on the “Competency” tab.
4. The system will display a list of Competencies along with their corresponding Sub-Competencies and assigned Codes.
5. You can change the language setting for competency details, if other language options are available. Additionally, you can upload data directly into the system using an Excel file, or view existing details by clicking on the number of entries shown.
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
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
An assessment is a type of questionnaire used to evaluate the quality or nature of a product or person. It plays an important role as these questionnaires serve as the main standard service of each section.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click the “Audit Manager” button, then select “Assessment Builder”. From there, choose the relevant information from the selection lists to apply the appropriate filters for your assessment setup.
3. Click on any Assessment listed to view its details.
4. Let us take Arrival Service as an example to view how the assessment is displayed.
5. Below is the Arrival Service Assessment, which outlines the related Competency (Customer Service) and Subcompetency (Courtesy & Manners). Each Standard within the assessment is rated on a scale from 1 to 3. Additionally, if needed, you can deactivate a specific standard by toggling the blue icon indicated by the arrow.
6. To complete the question setup in the QTX Builder, make sure to fill in the fields indicated by the red arrows and box. Enter a placeholder (brief instruction or sample response) and a question guide (detailed explanation or criteria). Then, from the dropdown marked with the red box, select the appropriate category that aligns with the question content. These fields help organize and guide the assessment effectively. If a new question needs to be inserted—changing the current order of questions—the user must submit a new set of assessments. Our team will handle the updates to ensure that the historical data of previous assessments remains intact.
If you need further assistance, please send an email to helpdesk@q-tx.com
This report is important because it allows users to directly access the Inspector’s feedback and experience. It also enables Group Users to monitor the status of assigned assessments, indicating whether they have been started or completed.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click the “Audit Manager” button, then select “Assign & Review Audits.” After that, choose the appropriate Assessment Period to view the related assignments.
3. In the Assign & Review Audits section, each assessment is displayed in a table format. The columns highlighted in the red boxes show the Status (e.g., Completed) and the Change Status toggle.
4. If the Action toggle is blue, it means the assessment is currently inactive and visible to the Encounter Report.
5. To edit a completed Encounter Report, simply find the report you want on the list, then click the blue In REVIEW button on the right side. This will open the report where you can make your edits.
6. You will notice the Standards in Review button. Click it to view the Encounter Report.
7. The Assessment Report will be displayed. Click “VIEW BY COMPETENCY” to see the full details categorized by competency at the bottom of the report.
8. Below is a sample of an Assessment. In the “Attached Files” section, you can view any supporting attachments such as images or documents, if available.
9. To delete an assessment, simply check the small box next to the assessment you want to remove, then click the “DELETE” button to confirm the action.
If you need further assistance, please send an email to helpdesk@q-tx.com
Location refers to the specific property or hotel where the tailor-made mystery shopping assessment takes place. This is the physical site selected to evaluate how well the service delivery aligns with brand standards and expectations. Each location is assessed individually to ensure the accuracy and relevance of the findings, helping management understand performance at the property level and identify opportunities for improvement.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click the settings icon in the top-right corner, then select ‘Manage Locations’.
3. The system will navigate to the ‘Location’ tab, where a list of Locations, Sections, and Departments will be displayed as shown below.
If you need further assistance, please send an email to helpdesk@q-tx.com
Each standard represents a specific category of the guest experience, referred to as a Competency or Subcompetency. These categories help organize the evaluation criteria into meaningful segments. By grouping standards under competencies, the assessment provides a structured view of performance, making it easier to identify strengths and areas for improvement within each aspect of the guest journey.
1. On the Dashboard landing page, click the “QUALIFY” button to proceed.
2. Click the settings icon in the top-right corner, then select ‘Manage Locations’.
3. Click the ‘Competency’ tab to view the list of Competencies along with their corresponding Subcompetencies and Codes.
4. You can change the language setting of the competency details, if another language is available. Additionally, you can upload data from an Excel file and view the total number of entries.
If you need further assistance, please send an email to helpdesk@q-tx.com
Key Performance Indicators (KPIs) are essential metrics for a business. They provide measurable statistics that reflect the performance of an organization or department. All organizations, from nonprofits to multinational corporations, need to track these metrics to gain an accurate picture of their operations. By reviewing key metrics, organizations can obtain insights that would otherwise require a complex analysis of large amounts of data.
1. On the Dashboard landing page, click the “SETTINGS” button located in the upper-right corner.
2. Then, choose “Manage Locations” from the drop-down menu.
3. The system will take you to the default view. Click on the “KEY METRICS” tab. From here, you can add new key metrics based on the aligned business requirements.
If you need further assistance, please send an email to helpdesk@q-tx.com
The Location section in the Connect Platform Settings provides an overview of all the properties registered within the system. You will also be able to see the department associated with each location.
1. From the Dashboard landing page, click on the “SETTINGS” button located in the upper right corner of the screen.
2. After clicking the Settings icon, choose “Manage Locations.
3. The system will take you to the Connect Platform Settings. Click on the “LOCATION” tab, then scroll down until you reach the list of available locations.
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