qtraca.com

Getting Started 19

• Welcome to QTRACA
• Creating a new site
• Creating an external user
• Setting up a new site
• Creating an internal user

View all 19

Devices 3

• Windows/Mac Desktop
• iOS Phone or Tablet
• Andriod Phone or Tablet

Login Screens 3

• Operator login screen
• Standard login screen
• Trainee login screen

Layout 8

• Aside menu
• Top menu
• Sub-header
• Trainee user interface
• Operator user interface

View all 8

Utilities 5

• Camera
• Attachments
• Non Conformances
• Tasks
• Data Import

Reporting 5

• Report Builder
• Report Viewer
• Creating and Modifying a Dashboard
• User Dashboards
• Dashboard Components

Email 3

• Types of email
• Updating an email template
• Replying to a task email

Settings 3

• Account Settings
• User Profile
• Setup Guide

Offline Support 2

• Offline Support
• Offline Forms

Onboarding 7

• How do I setup a new portal customer site?
• I'm a new portal customer, how do I setup my site?
• What is a site?
• Can I See the Product Description in Dropdowns
• Can I make my font bigger on a tablet?

View all 7

Statuses 1

• What are all these statuses?

Batches 9

• I want to be able to enter used quantity on a batch rather than required quantity
• How do I use an expired raw material in a batch?
• I need help with setting up unit conversions
• I only want to use materials in batch when stock is available for them
• The UB/BB date on my batch is incorrect, how do I fix?

View all 9

Dispatches 1

• I dispatched the wrong batch, how can I fix?

Forms 1

• How do I view who has changed a form?

Getting Started with Orders 3

• Getting started with Orders
• Editing document lines
• Order Settings and document numbering

Sales Orders 1

• Sales Orders

Sales Contracts 1

• Sales Contracts

Purchase Orders 1

• Purchase Orders

Invoices & Credit Notes 1

• Invoices and credit notes

Bills & Supplier Invoices 2

• Bills, credit bills and three-way match
• Supplier invoice ingestion

Pricing & Tax Setup 3

• How prices are decided
• Currencies and exchange rates
• Tax zones, tax codes and how tax is calculated

Accounting Export 1

• Accounting export and push

Orders Dashboard 1

• The Orders Dashboard

Locations 4

• Creating a location
• Setting up default locations
• Turning on locations
• Production locations

Pack Sizes 5

• Turning on Pack Sizes
• Creating a Pack Size
• Assigning Pack Sizes to Products
• Pack Sizes and Batches
• Inventory with Pack Sizes

Batches 21

• Batch overview
• Batch Workflow Overview
• Creating a batch workflow
• Creating a batch
• Assigning batch ingredients

View all 21

Inwards Goods 15

• Inwards goods overview
• Requesting an inwards goods delivery
• Receipting with request lines
• Receipting inwards goods
• Posting inwards goods to inventory

View all 15

Dispatch 14

• Dispatch overview
• Requesting dispatch
• Dispatching finished goods
• Posting dispatch to inventory
• Change batch number on a posted dispatch

View all 14

Stock Adjustment 4

• Adjusting raw material onhand
• Adjusting WIP/Finished Good onhand
• Generate Zero Stocktake
• Barcoding

Stock Movement 5

• Moving raw materials between locations
• Moving finished goods between locations
• Barcoding
• Setting Up an Inventory Flow
• Inventory Movement Flows

Stock Onhand 4

• Viewing stock onhand for raw materials
• Viewing stock onhand for finished goods
• Viewing Stock Demand
• Barcoding

Recall 1

• Recall & Traceability

Barcoding 3

• Switching on Barcoding
• Overview of Barcoding
• Setting up Brother QL-1110 NWB Label Printer

Demand Planning 15

• Getting started with Demand Planning
• Demand planning: how demand is calculated
• Running your weekly planning cycle
• Forecast Settings
• Stock Policies

View all 15

Products 2

• Product Specifications (PIF & Spec) and Label Review
• KIT and MISC product types

Forms 24

• Setting up form template groups
• Access Groups
• Approval Groups
• Setting up a form template
• Building a Form

View all 24

Form Components 43

• Add 2 Columns
• Add 3 Columns
• Table
• Split Table
• Dynamic Table

View all 43

CCP Forms 4

• CCP Overview
• Form Template CCP Settings
• CCP Templates
• CCP Forms

Complaints 4

• Adding a Customer Complaint
• Adding a Consumer Complaint
• Creating a Non Conformance from a Complaint
• Closing a Complaint

Non Conformances 6

• Adding a Non Conformance
• Viewing a Non Conformance
• Adding a Corrective or Preventative Action
• Closing a Non Conformance
• Investigation and Root Cause

View all 6

Alerting 1

• Adding an Alert

Procedures 2

• Adding a Standard Operating Procedure
• Viewing the Amendment Register

People 1

• Adding a Contact Person

Machinery 1

• Adding Machinery Detail

Food Control/Safety Plan 3

• FCP Sections
• FCP Amendments
• FCP View

Process Diagrams 1

• Adding a Process Diagram

Document Management 16

• Creating a Document with the AI Wizard
• Approving or Rejecting a Document (Approver Guide)
• Publishing a Document
• Version History and Comparison
• Creating a New Version

View all 16

Training — Administrator Guide 20

• Setting Up Training Roles and Compliance
• Creating a Training Course
• Building a Quiz
• Building a Competency Checklist
• Scheduling Training Sessions

View all 20

Training — Trainee Portal Guide 10

• Accessing the Training Portal
• Navigating the Training Centre
• Completing a Training Course
• Reading and Acknowledging a Document
• Taking a Quiz

View all 10

Training — Supervisor Guide 6

• My Team Training Overview
• Monitoring Team Compliance
• Sending Training Reminders
• Assigning Training to Your Team
• Extending Due Dates and Excusing Training

View all 6

General 4

• Monitoring Dashboard Components
• Alert When a Device is Offline
• IoT Device Calibration
• Probe faults and reading integrity

NCD.io 4

• Remote Monitoring Deployment from NCD
• Adding an IoT Gateway and Device From NCD
• Sensor Configuration using the IoT Gateway
• Upgrading Firmware on a AWS Gateway from NCD

Dragino 14

• Supported Devices
• Generating Dragino API Key in QTRACA
• Setting up a Device in QTRACA
• Connecting to Gateway LPS8V2
• Setting up Gateway LPS8V2

View all 14

Thermapen 1

• Thermapen Blue Device Setup

Tasks 3

• Adding a task
• Completing a Task
• Task planning board

Projects 3

• Setting up a project
• Project planning board
• Project dashboard

MYOB 3

• Setting up QTRACA to work with MYOB
• Overview
• Connecting to MYOB

Xero 2

• Sales Invoice to Dispatch Product Mappings
• Connecting QTRACA to Xero

Shopify 3

• Overview
• Connecting to Shopify
• Setting up QTRACA to work with Shopify

Quickbooks 3

• Overview
• Connecting to Quickbooks
• Setting up QTRACA to work with Quickbooks

Releases 109

• Release 20210201.01
• Release 20210210.01
• Release 20210218.01
• Release 20210307.1
• Release 20210321.1

View all 109

Security 6

• Heroku
• Heroku Postgres DB
• AWS S3
• Access to QTRACA infrastructure
• QTRACA Client and API

View all 6

Plans & Billing 5

• Plans, modules and limits
• Starting a trial
• Managing your plan
• What happens when you reach or reduce a limit
• AI credits