Qualtrax Reviews

We have been using Qualtrax since 2012 and we moved to the Hosted version of Qualtrax in 2017. Having control over every aspect of your documents lifecycle, whether hosted or not, is powerful. And Qualtrax is a powerful application. Complete control over you documents, processes, workflows, testing and training. The most exciting part for me from an administrative and IT front - this is THE most worry-free application we use. It works flawlessly and reliably!

I wish there were more video tutorials or vlogs on how to get the most out of Qualtrax (Workflows - yes please!). Qualtrax support is top notch though and they have no problems with getting what you need in a timely fashion. I just want more!

Before Qualtrax, in document management, so much of my time was caught up in writing memos, marking up documents and distributing information. With Qualtrax, the system is automated for me. I can make the changes in a document, send it for the review process and once approved, my staff is informed on the changes through email.

Training - I can create the training assignment once and set the training so it can be automatically assigned to a specific set of staff members each year. An email is sent to everyone assigned for the training. They complete the training and I can run a report to see who was assigned and who completed the training. The reports are easy to create and view. No more stacks of paperwork to collate and file. No more Excel spreadsheets tracking who did and didn't do the training. Supervisors can see who did what training without coming to my office.

The last powerful feature of Qualtrax I'm using the most are the workflows. I can make workflows to mimic the processes we do in the lab to reduce the amount of paperwork floating through my lab. Great for showing compliance to your Quality System without the piles of paperwork.

Archiving of old paperwork. It's great to archive old paperwork for the Quality program into Qualtrax so everyone who has the proper security rights in Qualtrax can see the paperwork. Empty drawers and no more notebooks in a few months.

Would like to see more videos and training documents for processes in Qualtrax especially the workflows. Their user manual is good, but so much more could be shown in a video.

Ease of document use
Document conversion to pdf

Help guide not updated for new cloud based system

The ability to customize the database to fit our needs. The fact that Qualtrax is constantly updating and striving to add features that will benefit their customers is another desirable aspect. I've never worked with a software company that was so invested in there product. Your employees take pride in the work they do and it only takes five minutes of talking with them to see this.

There are some features in regards to the workflows that fall short of allowing us to be truly compliant.

Extremely configurable, flexible, powerful workflows. Your realized value of the workflows will be directly proportional to the skill and dedication of the system admin(s) and the workflow designers.

Document management system is a full featured system, capable of handling both controlled and uncontrolled documents, even to mixing them within a given folder, providing for a flexible, convenient integrated document management system.

The system of user groups utilized by the package facilitates the flexible, easy management of controlling function authorization for all users, and visitors, on the system. Again, the design and implementation of the security groups, a function of the system admin(s) will have a massive influence on the functionality of this feature.

Data mining capabilities are limited. Massive amounts of information can be input, but accessing the information with reporting tools, such as Crystal Reports, is not robustly supported.

Out-of-the-box document control, robust email notification system, configurable. Automates compliance management specific to individual standards. Built with ISO and TNI compliance in mind. Easy for end-users to learn, making adoption painless.

Qualtrax customer support and corporate culture are the best I've experienced. The entire team is dedicated to creating a premium product that really addresses an important need.

Workflows are useful and configurable, but building them can be difficult at certain steps. More functionality would help during the creation of the workflows. Also, mining of the data stored within Qualtrax is limited and could be improved.

The flexibility of the Qualtrax software is by far the biggest selling point. The customizable and configurable workflows have helped our organization go almost entirely paper free in our Change Control, Deviation, CAPA and A/P invoice process. We are also looking to add additional workflows in the near future for software access and Action Item tracking.

There are some limitations with reporting on training matrices that are a bit frustrating as we have to manually track training curriculums.

USER FRIENDLY
CUSTOMER SERVICE
Workflows

THE LOOK OF THE INBOX PAGE. KINDA BORING...

Electronic reminders for due date, revisions and document reviews.
Workflow module for tracking equipment, CAPAS, customer feedback and a multitude of other activities that are critical to lab management.

The calendar feature on the dashboard has never been useful

Software is very functional and user friendly. The Qualtrax team is always evaluating their product and increasing the functionality to meet customer needs.

There is nothing really to not like. Workflows are the most difficult part to learn but with a little practice, anyone can become an expert.

I love the flexibility that workflows offer. We initially purchased the platform for document management and audit preparedness, which it does exceptionally well. We have expanded its use far beyond our quality department thanks to the workflows functionality.

Nearly any process that your organization currently does on paper can be automated as a workflow. This reduces paper, eliminates the possibility of something getting lost or buried under a stack of other documents, and makes reporting a breeze.

They recently released a dashboard, but unfortunately, the dashboard does not offer click-through functionality. For example, I can see how many open items I am responsible for, as well as their status (new, approaching, late, expedited), but if I click on expedited tasks in the dashboard, I'm taken to my general inbox, which includes ALL tasks, documents, and workflows.

It's a small thing, really, but it does leave something to be desired from the user perspective.

Flexibility - allows you to design the system around the methods your company works
Workflows
Process Efficiency
Accuracy
Traceability
Groups/Permissions
Reports (Customizable)
Cost

Workflows, (rearranging steps)
Testing (data entry - no copy test / paste test option - redundent)
Workflow file attach (lacks multiple file upload option)
No incremental revision option (such as 1.1, 1.2, 1.3)

Support is ALWAYS there to help! I have sent emails after business hours and they have responded promptly, pleasantly, and most importantly, informatively! I can't say enough how great the support team is.

Qualtrax works hard to keep everyone informed about their updates and new features. I have never met a team so helpful and up to date with the times. Their customer interference is beyond great, they are always happy to communicate and always respectful.

We've had many audits where our customer's have complimented us on our ability to quickly retrieve documents and provide proof of training, reviews, archives, drafts, etc. We have given all the credit to Qualtrax.

It was difficult to keep up with the updates when it was the responsibility of our IT team, with how busy they are within our company. But Qualtrax has already solved this issue with the cloud sharing. Now they take care of all the updates for us!

Implementing Qualtrax allowed my quality system to be paperless. Processes, sign-offs, authorizations, checks/balances, etc. can all be done through the system from cradle to grave without generating a single piece of paper.

Another great thing about Qualtrax is the flexibility of its licenses. As a business that does not generate revenue, it's not possible to get a copy of everything per user so the ability to switch the licenses around and allow them to be used when needed is extremely helpful from a budget standpoint.

I am a needy customer who's knowledge and usage of the system is relatively advanced; so there are features that I would like the system to have to help facilitate my work as a Manager and Administrator. However, sometimes my "wishes" aren't in high demand by the rest of the community so I have to wait.

Documents (and document review and approvals), trainings, and workflow processes are centralized, trackable, reportable, and viewable by the staff that need to see them.

Ease of use with an intuitive interface.

Cloud based system allows us to access our documents and workflows while in the field or telecommuting.

Multiple permissions allow for great flexibility with what users and user groups can and cannot access in the system.

They have the best support of any vendor I have ever worked with.

Sometimes reports need to be exported to Excel to make them look better on a page, but that is because we are using Qualtrax to record a large amount of data and it is a really minor issue for us.

The workflows are my favorite feature. They are simple to build and allow the organization to keep track of its processes. For us, knowing who is responsible is key for accountability and keeping things moving. They are simple to build using the workflow designer to create the framework and then the rest is drop down and check boxes. There is no requirement to know code, although they do allow the use of HTML to add functionality and style to the workflows.

Reports only collect data from a single workflow. We have several workflows that are connected and generate other workflows. In order to get all of the information on a single related topic, an audit for example, you have to report on each of the individual types of workflows and collate the data.

The support, the added training through the customer portal, fast support on resolution of questions, the lists goes on and on.

Software none.
Just wish I had more time to dedicate to the whole process.

This system has the option to attach Compliance Standards to documents and within workflows. It also has the capability to filter reports by Standards. Analyst competency is a big part of compliance. This system allows you to create trainings and tests schedules to maintain analyst's competency. Proficiencies (blind samples) can be tracked by workflows.
Also Collaboration is critical in quality control. This system allows multiple analysts to participate in a workflow instance. This means that if one analyst initiated a workflow then another analyst can finish. It documents which analyst completed each step in that instance. One can also create groups that will have specific permission within Qualtrax.
Consequently, Risk assessment is critical for Compliance. This workflow can be initiated for multiple reasons and can trigger corrective action workflow if necessary.
It is also very helpful that several accrediting bodies are also using Qualtrax.

I think that it would be helpful to have list custom field alphabetized. It would also be helpful to create a workflow instance URL links to allow the auditor see a particular workflow.

Qualtrax allows me to manage accreditation compliance at the touch of a button. Processes that were paper-based are now electronic which allows much faster input and response from laboratory staff. Qualtrax's reporting functionality enables easy and intuitive data retrieval. Upgrades to the software are communicated clearly and, if needed, Qualtrax support is standing by to assist in your needs.

Qualtrax is highly customizable which can seem intimidating to some users.

*Easy installation with built in templates
*Easy to train staff on how to use software
*Audit preparation features built in (Document management, Process management Testing and Training, etc.)
*Help Window opens in a separate window so you can view the steps while simultaneously working within your Qualtrax system
*Can share templates with other Qualtrax users

*Work flows can be a little confusing at first (but the Customer Support Team will assist you with tailoring the workflow templates to your specific needs)

The ease of use, document management, workflows, and most recently the hosted server. I've essentially converted the laboratory documentation from hard copies to all electronic. This has played a significant role in the success of our 17025 accreditation.

I would say early on I did not care for the document compare module we purchased. Fortunately, we are no longer charged for it. I would like to see better customization of how the workflow reports are in Qualtrax. The ability to export them is nice, but if one were able to adjust column widths within the software that would be great.

I have been using Qualtrax for over 5 years and my favorite thing about it is the ability to easily organize a lot of stuff. We've found that having everything in one place really helps with keeping things up to date and quickly finding things.

I really like all of Qualtrax, but if I had to pick one thing that I'd like to see improved, it would be to more easily set up email reminders, especially for workflows.

The best part of the software is the ability to track changes.

In all honesty, there really is not anything I have been disappointed with following our purchase of the software in 2014.

Qualtrax is completely customizable by the user. If you do have any questions/issues, Qualtrax's customer service is fantastic! You can call or email and they actually answer and work hard to resolve your issue.

There are some glitches or hiccups you have to either work around or live with. However, they are constantly upgrading the software and take the user's feedback/needs into account with developing improvements.

This product has one of the most beautiful user interfaces for and I cannot wait to get it implemented in my company. The ease of use is apparent even from the login screen and the ease of building and maintaining workflows is a breeze and their applications make it that much easier and more effective.

The BEST part about this software is the extremely amazing customer service. If you need anything at all the entire company is right there with you to help you and to achieve what you need to achieve. The atmosphere with this company is homely and I would never think of using a different software for our lab.

Sometimes the system can get bogged down with the amount of data, but after speaking with one of the software engineers they are looking into how they can solve this issue! Way to go Qualtrax!