User guide
User guide
Practical guides for working with the main QMPlus product areas.
The user guide is the main operational reference for QMPlus. Use it when you need to understand what a module does, how users work inside it, and which administrative settings affect the result.
Product areas
The guide covers the core areas used by operational teams:
- Dashboards for monitoring work, KPIs, and reporting views.
- Cases and Cases board for handling messages, actions, documents, hearings, audits, and board-based work.
- Documents and Document administrator for document libraries, metadata, publication, and document control.
- Reports for extracting and reviewing operational data.
- Activity plan for calendar-based planning and scheduled work.
Administration areas
Administrators should use this section to understand departments, users, user types, roles, categories, forms, questionnaires, task templates, workflows, rules, tokens, preferences, and marketplace packages.
Suggested reading
If you are setting up a new tenant, start with departments, users, roles, categories, forms, workflows, and dashboards. If you are supporting end users, start with dashboards, cases, documents, reports, and questionnaires.