We can register customers that will be used in Qualiex Integridade records.

On the Customers tab, click .

The customer registration screen will be displayed.
We can select whether the registration is an individual or a legal entity.

• Physical person
  • Name: Enter the customer’s name
  • Document type: Select the document to be filled out.
  • CPF or RG
  • Document: Enter the document number according to the selected type.
  • Address: Select the address shown in the listing.
• Legal person
  • Name: Enter the company name.
  • Company Name: Enter the company name
  • Document type: Select the document to be filled out.
    • CNPJ
  • Document: Enter the CNPJ of the company.
  • Address: Select the address shown in the listing.

After completing the data click on the tab Contat to add the company ‘s data and responsible for the communication of that company.

The information to be filled in will be displayed, after entering the information click on  to complete the registration.

Removing a client

In the record to be removed, click on the context menu and select the Remove option.

To remove it is necessary to confirm the operation.

We can register the company’s locations, sectors or departments according to their hierarchy to link registered employees.

On the Locations tab, click .

The screen for registering the location will be displayed.

• Name: Enter the name of the location.
• Belongs to: Indicate whether the location to be created belongs to another location, use it to create the hierarchy as your company uses it.
• Description: If necessary, insert some additional information about the place.

Click Select to load the list of collaborators.

• Select by a group of users.
• Locate a collaborator by searching.

After selecting users, click Select.

To complete the registration of the site click on  to save.

In the role of the user, we define the permissions that are granted to the employee.

To create a role on the Roles and Permissions tab, click .

The paper registration screen will be displayed. Report:

• Name: Enter the name of the paper.
• Description of the role: If necessary, describe the roles and responsibilities of that role.

After entering the name and description of the role, we can select the users to be linked.
Click Select to load the list of collaborators.

• Select by a group of users.
• Locate a collaborator by searching.

After selecting users, click Finish.

To complete the paper registration, click  to save.

Granting permissions

With the role created, we have to grant the accesses that will be allowed.
Locate the created paper and click on it to open the edition.

Click  to display the Occurrences tab to enable permissions for the module.

• Select all permissions: Check to grant all permissions for this role.
• Settings
  • Manage: Enables the permission to change the settings of the occurrence module such as Configuration of action plans, Configuration of deadlines and Analysis tools.
  • Manage types, categories and classifications of cause : Allows you to register, edit, duplicate, inactivate and remove a type, category of occurrence and classification of cause.
• Occurrences
  • Approve: Enables access for the approval of occurrences. The Inbox tab is available.
  • Cancel: Allows you to cancel the occurrences.
  • Edit all: Grants access to edit all occurrence information.
  • Remove: To remove an occurrence, it is necessary to have this permission enabled.
  • Verify effectiveness: For a user to be selected as a verifier of effectiveness of the deal, it is necessary to have this access granted.
  • View all: Allows you to view all occurrences even if they are not part of the negotiation.
• Recurrences
  • Manage: Grants access to record and manage recurrences.

After selecting the options, click  to save the paper.

In the role of the user we define the permissions that are granted to the employee.

To create a role on the Roles and Permissions tab, click .

The paper registration screen will be displayed. Report:

• Name: Enter the name of the paper.
• Description of the role: If necessary, describe the roles and responsibilities of that role.

After entering the name and description of the role, we can select the users to be linked.
Click Select to load the list of collaborators.

• Select by a group of users.
• Locate a collaborator by searching.

After selecting users, click Finish.

To complete the paper registration, click  to save.

Granting permissions

With the role created, we have to grant the accesses that will be allowed.
Locate the created paper and click on it to open the edition.

Click the Audits tab to enable permissions for the module.

• Select all permissions: Check to grant all permissions for this role.
• Audits
  • Cancel: Permission to cancel audits.
  • Edit all: With this permission, the employee can edit response types, rules, plans and audits.
  • Manage: Permission to manage and perform audits
  • Remove: Permission to remove audits.
  • View all: Enables the visualization of all audits.
• Standards and Response Types
  • Manage: Create and edit standards, types and response options.
• Planning
  • Manage: Create and edit schedules.

After selecting the options, click  to save the paper.