Answer:
Go to Assessments → Builder → Upload from Excel → wait for the notification pop-up that says “Successfully uploaded.”

Possible Reasons and Solutions:

1. Incorrect Assessment Code

   • The assessment code may be incorrect or not linked properly.

   • Solution: Make sure the correct assessment code is entered.

2. Assessment Not Published

   • The checklist may not have been published after uploading.

   • Solution: Check if the assessment status is set to Published.

3. User Access or Role Restriction

   • The user might not have permission to view or perform that assessment.

   • Solution: Verify that the user’s role has access to the assessment.

4. Location or Assignment Mismatch

   • The checklist may be assigned to a different location or user group.

   • Solution: Confirm that the checklist is assigned to the correct location or user.

Answer:
Go to Settings (click the gear icon on the upper right corner) → Manage Profile → Reset Password.

Answer:
No, the system currently allows uploading only one checklist at a time using the Excel uploader.

If you need to upload several checklists, please upload them one by one.

Possible Reasons and Solutions:

1. Checklist Format Issues

   • The uploaded checklist may not follow the required format.

   • Solution: Check and correct the checklist format before uploading again.

2. Empty Titles or Options

   • Some sections, questions, or options might be blank.

   • Solution: Make sure all titles, sections, and options are properly filled in.

3. File Upload Error

   • The checklist may not have uploaded completely due to a network or file issue.

   • Solution: Try re-uploading the checklist and then publishing again.

Possible Reasons and Solutions:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

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.

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.

Possible Reason:
The End Date of the Mystery Shop Assessment Period may have already expired.

How to Check:

1. Go to QTX Qualify.

2. Under Mystery Shop, filter the desired Assessment Period.

3. Click the three dots (⋮) next to the Assessment Period name.

4. Select “Edit.”

5. Check if the End Date has expired.

If the End Date has already passed, the Mystery Shop will no longer be visible.

Possible Reason:
The Assessment Period is not published.

How to Check:

1. Go to QTX Qualify.

2. Under Mystery Shop, filter the desired Assessment Period.

3. Click the three dots (⋮) next to the Assessment Period name.

4. “On the Toggle Icon”

Possible Reasons and Solutions:

1. No Access Granted

   • The user account may not have system access.

   • Solution: Contact your administrator to confirm your access rights.

2. Inactive Account

   • The account may have been inactive for more than 3 months and was automatically disabled.

   • Solution: Request reactivation from your system administrator.

3. 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 Reasons and Solutions:

1. 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).

2. 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.

3. 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:

1. 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.

2. 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.

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.

Answer:
The Builder feature is only available to Group Users.
If you are not a Group User, you will need special permission to access it.

Solution: Please contact QTX Support to request permission or access to the Builder feature.

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:
Yes, the mobile application now allows you to select and upload multiple images simultaneously for faster and more efficient uploads.

Answer:

Start and End Date Validation in Inspector Mode and Encounter Edit Page

What is the new enhancement?

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.

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Where does this validation apply?

The validation applies to:

• Inspector Mode

• Encounter Edit Page

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What are the validation rules for Start Date and End Date?

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.

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Was this validation available before?

No. Previously, Start Date and End Date were not validated in either Inspector Mode or on the Encounter Edit Page.

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Which QTX platforms are affected by this change?

This enhancement applies to:

• Perform

• Qualify

• Launch

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How does this enhancement help users?

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:

Activity Log Permission for Location-Type Users

What’s new in this update?

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.

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Who can assign the Activity Log permission?

Only a Super Admin can assign the Activity Log permission to Location-type users.

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Who can access the Activity Log with this permission?

With this update:

• Location-type users can be granted access to view Activity Logs

• Access is controlled and delegated by the Super Admin

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Which QTX platforms support this change?

This enhancement applies to:

• Perform

• Qualify

• Launch

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How does this feature help users?

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:

Dynamic Enable/Disable of Filter Apply Button

What is the new enhancement?

The Apply button for filters is now dynamically enabled or disabled based on user interaction, ensuring clearer and more intuitive filter behavior.

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How does the Apply button work now?

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

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Which QTX platforms support this enhancement?

This update applies to:

• Perform

• Qualify

• Launch

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How does this enhancement help users?

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:
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.

What is Attachment Shuffling?

Attachment Shuffling is a new QTX feature that allows users to reorder attachments using a simple drag-and-drop interface on the web.

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Which attachments can be reordered?

You can reorder attachments for:

• Standards

• Overall Comments

• Assessment Instructions

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Where can I shuffle attachments in QTX?

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

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Will the attachment order reflect in exported reports?

Yes. The reordered attachments will appear in the same sequence in the Encounter PDF export.

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Which QTX platforms support this feature?

This feature is available across:

• Perform

• Qualify

• Launch

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How does this feature help users?

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