QEval New UI User Manual

The Location feature allows the authorized user to efficiently add and manage the locations for the respective clients within the QEval system. Administrators can seamlessly add new locations, effortlessly locate the existing ones, and make necessary adjustments or removals as needed. The users can map the location in the program and same can be seen in the evaluation.

To access this feature, click on the Menu  button or move the mouse on the left side of the page to open the Menu Bar. Click on the Manage  and then select Location option as shown below:

The user will be directed to the Manage Location page. This page displays the list of all the locations that are added in the QEval System as shown below:

On the Manage Location page, the logged-in user will be able to access the mentioned below functionalities:

1. Add Location
2. Search Location
3. Edit Location
4. Delete Location

Add Location

The Add Location feature allows the authorized user to add new locations of the clients within the QEval system. This helps to determine the clients for the same location.

To access this functionality, click on the Add Location button displayed on the Manage Location page as highlighted in the screen below:

The Add Location window will be opened on the same page as shown below:

• Enter the name of the location in the text-box displayed under Location Name field.

• Select the Is EU? Checkbox if the entered location is situated in one of the European Countries.

Once the location details are entered, click on the Submit button to add the new location, or click on the Reset button to reset the fields, or click on the Cross  button to discard the process.

An acknowledgment message will be displayed on the screen.

The authorized user will be directed to the Manage Location page and the location will be added in the QEval system.

Note: Once the new location is added in the QEval system, it allows the users to select multiple locations while managing the program. Once the location is selected the program, it will reflect in the evaluation under location field.

The data elements displayed in the table grid are explained below:

Table Elements	Description
Location Name	Displays the name of the location added in the system.
Is EU	Displays whether the added location is situated in the European Country or not.
Action	The Edit button allows the user to edit the added location details. The Delete button allows the user to delete the location details.

Search Location

The Search Location feature helps the authorized user to search all the location details or all the client’s specific location details.

To access this functionality, click on the Search Location button displayed on the Manage Location page as highlighted in the screen below:

The Search Location window will be opened on the same page.

The Location drop-down menu displays the list of added location, select the specific location name from the drop-down list to search the location details. One can also search the name of the location by entering the keywords in the Search Bar Text-Box displayed under the drop-down menu.

After selecting the specific location name from the list, click on the Search button to search the location details or click on the Reset button to rest the fields.

Based on the applied search filters, the location details will be displayed on the Manage Location page table grid.

The data elements displayed in the table grid are explained below:

Table Elements	Description
Location Name	Displays the name of the location added in the system.
Is EU	Displays whether the added location is situated in the European Country or not.
Action	The Edit button allows the user to edit the added location details. The Delete button allows the user to delete the location details.

Edit Location

On the Manage Location page, the authorized user can edit and modify the location details.

To access this functionality, click on the Edit button displayed under the Action column as highlighted in the screen below:

The Edit Location window will be displayed on the same page where the authorized user can modify the location details (Refer to Add Location for details). After modifying the details, click on the Update button to save the changes or click on the Cancel button to discard the process.

An acknowledgment message will be displayed on the screen and the specific location details will be updated.

The user will be directed to the Manage Location page and specific location details will be modified and updated in the table grid.

Delete Location

On the Manage Location page, the authorized user can delete the specific location details from the QEval system.

To access this functionality, click on the Delete button displayed under the Action column as highlighted in the screen below:

A confirmation message will be displayed on the screen. Click on the Yes button to delete the specific location details or click on the No button to discard the process.

Notes:

• One cannot delete a location detail if it is used somewhere.
• One needs to delete the associated program/user/form and then can delete the required location.
• If the location is used anywhere in the QEval system, then the system will generate an error message: “You cannot delete the location which is in use.”

When the specific location is not used anywhere in the QEval System, then an acknowledgment message will be displayed on the screen and the location details will be deleted permanently from the database.

Export

One can export the client details in Excel  format. To do so, click on the Export  button. The file will be exported to the local system in the excel format.