Frequently Asked Questions
Access & accounts
How do I get an account?
An administrator at your organization invites you. You'll receive an email with a link to accept the invitation and set a password.
Why can't I see a module or button?
Your access is controlled by the roles assigned to you. If something is missing, ask your administrator to review your role and permissions.
How is my data separated from other companies?
Each company has its own isolated workspace. You only ever see your organization's records.
Working with records
What is a "record"?
Most things you create — a nonconformance, a CAPA, a document, a log entry — is a record with a status, an owner, and a complete history.
Why can't I edit a field?
Many records lock certain fields once they leave Draft, to protect the audit trail. Editing is usually only allowed in an early/editable status, or by users with the right permission.
What do statuses mean?
Each record type moves through its own set of statuses (for example Draft → In Review → Approved → Closed). The feature's help article lists its statuses.
Tasks & approvals
Where do my approvals and to-dos show up?
In My Tasks. Workflow steps assigned to you (reviews, approvals) and other assignments appear there.
Who can complete an approval step?
Only users with the role assigned to that workflow step. If a button is greyed out, check whether the step is assigned to your role.
Search & notifications
How do I search the help center?
Use the search box in the navbar or press Cmd/Ctrl + K.
Why didn't I get a notification?
Check the Notifications center in the app. Notifications are generated for specific events; if you expected one, confirm you're assigned to the record or step.
Didn't find your answer? See Troubleshooting, or contact support@qability.net.