My Qualtrax

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As soon as a user logs in, they have access to their My Qualtrax with their individual tasks.  All active tasks assigned to that user will be displayed in the appropriate section under Documents, Tests or named Workflows.  Under the Documents heading a user will manage all document control functions - editing, reviewing, approving documents - as required.  If the user has a test to take it will appear under their  Tests heading.  Any workflow the user has access to will be listed here under the workflow heading and the applicable state/step of the workflow that is assigned to that user.  Please note the workflow examples shown in the My Qualtrax graphic - the Training Record and Internal Audits workflows.

 

Documents that are in edit, approve or review status, will be located in My Qualtrax under the applicable sub-header of the Documents header.  The sub-heading the document appears under is also dependent on whether the user is the Editor, a Reviewer or an Approver.

 

For each section, Qualtrax puts a summary of the total items in parenthesis beside each category.  A summary of this information is also available at a glance in the users Tasks list on the left-hand side of the Qualtrax screen.

 

Additionally, a color-coded icon is placed beside each item to indicate what it's current status and due date is.  This is directly related to how long it's been sitting in one of the sub-heading categories requiring the users attention.  The details of these icons are discussed in the Legends topic.

 

My Qualtrax also has an active Calendar where all tasks due within the current month are displayed on their due dates.

 

My Qualtrax

 

To conserve screen space, click on the Minimize button on inboxes button in upper right-hand corner of the the inbox and select Minimize.  Minimizing an inbox will leave just the title bar visible, and it can be easily restored by clicking on the same Minimize button on inboxes button and selecting Restore.