How do I start adding data into Qtis?

1. Open the Form (left panel on your screen) where you want store data.
2. Click on the ‘+’ located to the right of the form name.
3. Click ‘Save’ when done to save your data.

2021 11 17 09h38 26

Where do I go to upload data from CSV file?

1. Open the form where you want to upload data.
2. Click on three dots on upper right corner of your window.
3. Select ‘Import’.
4. Find your file you want to import.

2021 11 17 09h38 33

What types of files are supported by Qtis file upload?

ALL data types are supported on our Qtis platform.

If for any reason a file type cannot be viewed with your application be sure to check that the device you’re using supports that file type.

Example: if you are trying to view a PDF and your device does not have Acrobat Reader the file will not open.

How can I edit my records?

Every record has a pencil to the left of the information; click on this pencil to edit the record.

2021 11 17 09h38 37

Can I change the view of my forms?

1. Upper right corner of your application click on ‘My Settings’

2021 11 17 09h38 29

2. Switch the toggle to change the display of your forms.

2021 11 17 09h38 44

How can I hide my forms on the left panel?

1. Go to your ‘Administrator’ tab on the left panel.
2. Click on ‘Roles Management’.
3. Select the Role you want to manage forms for by clicking on the pencil.
4. Now you can set restrictions on what that role is allowed to View, Create, Edit, Delete or Import.

Grey Circle – Soft Restriction (This setting won’t override other permissions for other cases)

Red Circle – Hard Restriction (This setting over rides any other roles this user has assigned)

Green Check Mark – No Restriction (This setting will allow user this action with no restrictions)

You can change the setting by clicking on the green check mark. Once you have made the changes and clicked on ‘Save’ you and any user logged in to Qtis at the time of the change will need to refresh your screen.

HOW TO REFRESH YOUR SCREEN

A. Chrome, Firefox, or Edge for Windows: Press Ctrl+F5 (If that doesn’t work, try Shift+F5 or Ctrl+Shift+R).

B. Chrome or Firefox for Mac: Press Shift+Command+R

2021 11 17 09h42 10

Why can’t I see my case on the Case drop down?

1. Go to the ‘Administrator’ tab on the left panel.

2. Click on Role Assignments.

3. Select the ‘Case’ the ‘User’ and the ‘Role’.

4. Click on ‘Assign’.

5. Go back to the application and refresh your browser by doing the following:

A. Chrome, Firefox, or Edge for Windows: Press Ctrl+F5 (If that doesn’t work, try Shift+F5 or Ctrl+Shift+R).

B. Chrome or Firefox for Mac: Press Shift+Command+R

6. The case will display on the case drop down.


Not finding what you are looking for?

Visit our GETTING STARTED page!