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CQ Summer '26
End User Help
Getting Started with ComplianceQuest
What is ComplianceQuest?
Concepts, Products, and Services
CQ Administrators
Accessibility Standards
Language Support
Supported Browsers & Devices
Login, Navigate, & Search ComplianceQuest
User Names and Passwords
Initial Login
Changing Passwords
Resetting Forgotten Passwords
Changing Security Question
Navigating CQ
CQ Home Page
Exploring CQ Ojects
Exploring Detail Pages
Accessing Other CQ Apps
Searching in CQ
Personalizing CQ
Accessing Personal Settings
Updating Personal Information
Editing Email Settings
Editing Language and Locale Settings
Personalizing the Display
Personalizing Navigation
Personalizing the Navigation Bar
Navigation Considerations
Creating Favorites
Favorites Considerations
Core Functions
CQ Approvals
Defining Approvers
Queue missing for Job Function (Defining Approvers)
User missing for Job Function (Defining Approvers)
Submitting Approvals
Recalling Approvals
Completing Approvals
Reassigning Approvers
Investigations
Performing Investigations
Linking Investigation Tools
Completing 5 Why Investigations
Adding Root Causes to Investigations
Adding Action Plans to Investigations
Completing Approval for Investigations
Action (Plans)
Adding Action Plans
Updating Action Plans
Completing Action Plans
Skipping Action Plans
Due Date Extension Requests
Change Owner
Changing Ownership
Approving Change Owner Requests
Record Editing
Editing Records
Record Sharing
Sharing Records
Record Cloning
Cloning Records
Record Deletion
Deleting Records
Audit Trail Reports
Viewing Field Audit Trail Reports
Record Reports
Detail Reports
Printing Detail Reports
Downloading Detail Reports
QualityQuest
Audit
Audit - Article Framework - Kim
CAPA
Standard CAPAs
CAPA Creation
Creating CAPAs
Adding CAPA Team Members
CAPA Containment
Adding CAPA Containment
Completing CAPA Containment
CAPA Initiation
Setting Workflows for Standard CAPAs
Initiating CAPAs
CAPA References
Adding Change Order References to CAPAs
Viewing Complaint References to CAPAs
Adding Defect References to CAPAs
Adding Impacted Sites References to CAPAs
Adding Related Finding References to CAPAs
Adding Related NC References to CAPAs
Viewing Risk References to CAPAs
CAPA Investigation
Performing CAPA Investigations
Submitting CAPA Investigations
Completing Approval for CAPA Investigations
Reopening CAPA Investigations
CAPA Implementation
Completing CAPA Actions
Submitting CAPA Implementations
Completing Approval for CAPA Implementations
Submitting CAPA Implementation Changes
CAPA Verification & Closure
Adding CAPA Verification Plans
Verifying Effectiveness Reviews
Completing Approval for CAPA Effectiveness
Closing CAPAs
Voiding CAPAs
Reopening CAPAs
CAPA Trending & Analysis
CQ Summer ’26 | CAPA Effectiveness Review Enhancements - Epic SQX‑48645
CQ Summer ’26 | Action Enhancements - Epic SQX‑52009
8D CAPAs
8D CAPA Creation
Change
Change Requests
Change Request Creation
Creating Change Requests
Submitting Change Requests
Cloning Change Requests
Change Request Triage
Triaging Change Requests
Change Request Approval
Submitting Change Requests for Approval
Completing Approval for Change Requests
Change Request Closure
Closing Change Requests
Voiding Change Requests
Reopening Change Requests
Immediate Changes
Immediate Change Creation
Creating Immediate Changes
Adding Documents for Immediate Changes
Adding Post Implementation Tasks for Immediate Changes
Immediate Change Completion
Completing Document Drafts for Immediate Changes
Removing the Ready for Change Order Status for Immediate Change Documents
Immediate Change Approval
Submitting Immediate Changes for Approval
Completing Approval for Immediate Changes
Immediate Change Closure
Releasing Immediate Changes
Completing Post Implementation Tasks for Immediate Changes
Closing Immediate Changes
Voiding Immediate Changes
Reopening Immediate Changes
Immediate Change References
Adding Related Risk for Immediate Changes
Linking Change Requests to Immediate Changes
Linking Change Orders to Immediate Changes
Planned Changes
Planned Change Creation
Creating Planned Changes
Submitting Planned Changes
Planned Change Triage & Initiation
Triaging Planned Changes
Initiating Planned Changes
Planned Change Impact Assessment
Adding Change Impact Assessments
Adding Planned Change Impacts
Initiating Change Impact Assessments
Completing Change Impact Assessments
Completing Approval for Change Impact Assessments
Redoing Change Impact Assessments
Planned Change Planning
Adding Change Plans
Adding Post Implementation Tasks for Planned Changes
Submitting Approval for Change Plans
Completing Approval for Change Plans
Completing External Approval for Change Plans
Completing Change Plans
Planned Change Implementation
Adjusting Change Plans
Skipping Change Plans
Completing New Document Changes
Completing Revise Document
Completing Retire Document Changes
Completing Generic Changes
Adding Related Change Orders
Submitting Approval for Change Implementation
Completing Approval for Change Implementation
Redoing Change Plans
Planned Change Closure
Releasing Planned Changes
Completing Post Implementation Tasks for Planned Changes
Closing Planned Changes
Voiding Planned Changes
Reopening Planned Changes
Planned Change References
Adding Related Risk for Planned Changes
Linking Change Requests to Planned Changes
Linking Change Orders to Planned Changes
Complaints
Complaint Intake
Creating Complaints
Cloning Complaints
Complaint Triage & Initiation
Finding Similar Complaints using CQ AI
Submitting Complaints
Accessing Complaints from the Queue
Triaging Complaints
Initiating Complaints
Complaint Information
Updating Primary Product Information
Updating Manufacturing Information
Updating Additional Information
Updating Patient Information
Updating Concomitant Products Information
Complaint References
Linking Related Complaints
Complaint Steps
Complaint Request Samples
Adding Complaint Steps for Sample Requests
Requesting Samples
Updating Returns
Complaint PHRs
Adding Complaint Steps for Product History Reviews
Accessing Product History Reviews (PHR)
Finding Related QMS Records using CQ AI
Adding Related Product Reviews
Completing Product History Checklists
Signing Off the PHR
Complaint Decision Trees
Adding Complaint Steps for Decision Trees
Running Decision Trees
Updating Reporting Information
Complaint Investigations
Adding Complaint Steps for Investigations
Updating Primary Complaint Investigation
Creating New Complaint Investigations
Adding Investigation Reporting Codes
Performing Complaint Investigations
Adding Product Defects / Failures
Adding Associated Items
Adding Product History Reviews
Reopening Complaint Investigations
Redoing Complaint Investigations
Escalating Complaints to CAPA
Creating New CAPAs
Linking Existing CAPAs
Complaint Call Scripts
Adding Complaint Steps for CQ Scripts
Executing Complaint Call Scripts
Complaint Generic Tasks
Adding Complaint Steps for CQ Tasks
Completing Generic Tasks
Complaint Regulatory Reporting
Regulatory Report Determination
Running Decision Tree
Rerunning Decision Trees
Regulatory Report Drafting
Drafting Regulatory Reports
Creating Follow Up Reports
Creating Additional Regulatory Reports
Assigning Regulatory Reporting Codes
Editing Regulatory Tab Details
Regulatory Report Review
Submitting Reviews for Regulatory Reports
Completing Reviews for Regulatory Reports
Regulatory Report Submission
Submit Regulatory Reports (Manual)
Creating PDF Reports
Recording Report Submissions
Marking Submissions Complete
Submit Regulatory Reports (eSubmission)
Creating Report eSubmissions
Updating Submission Acknowledgements
Marking Report Submissions as Complete
Editing Report Submissions
Retrying Report Submissions
Regulatory Report Voidance
Voiding Regulatory Reports
Regulatory Report Analytics
Viewing MDR Device Analytics
Viewing Automatically Calculated Metrics
Option 1 - via Regulatory Report
Option 2 - via MDR Dashboard
Complaint Verification & Closure
Submitting Regulatory Reports
Closing Complaints
Completing Closure Reviews
Submitting Complaints for Rework
Voiding Complaints
Reopening Complaints
Complaint Trending & Analysis
Viewing Analytics Dashboard for Complaints
Viewing Complaint Occurrence Counts
Viewing Complaint DPOs
CQ Summer ’26 | Complaints | Enhanced Decision Tree
Controlled Documents
Document Creation
Creating Template Documents
Creating Controlled Documents
Cloning Controlled Documents
Document Content & Collaboration
Document Editing
Editing Office 365 Documents
Editing Non-Office Documents
Undoing Document Check Out
Checking in Documents
Viewing Document File Details
Downloading Document Files
Uploading New Document Versions
Document Secondary Formatting (PDF)
Changing Secondary Format to Auto
Generating Secondary Format (PDF) for Documents
Changing Secondary Format to Manual
Changing Secondary Format to Disabled
Document Libraries
Adding Documents to Draft Library
Changing Libraries for Documents
Document Release Approval
Submitting Documents for Release Approval
Completing Approval for Document Release
Comparing Documents for Approval
Document Release
Releasing Documents
Document Access & Viewing
Accessing Documents as Viewers
Accessing Documents as Owners
Document References
Adding Related Document References
Document Training Requirements
Adding Document Training Requirements
Activating Training Requirements from Documents
Deactivating Training Requirements from Documents
Deleting Training Requirements from Documents
Recording Document Training History
Setting Documents for Retraining
Signing Off as Trainee for Document Training
Signing Off as Trainer for Document Training
Document Distribution
Tracking Document Distribution
Document Periodic Reviews
Scheduling Periodic Reviews for Documents
Performing Document Reviews for Continued Use
Performing Document Reviews for New Revision
Performing Document Reviews for Retirement
Document Revisions
Revising Document via Change Order
Revising Document via Controlled Document
Completing Admin Changes for Documents
Document Retirement
Retiring Document via Change Order
Retiring Document via Controlled Document
Completing Approval for Document Obsolescence
Viewing Obsolete Documents
Document Trending & Analysis
Digital SOPs
Operation & Operation Definitions - Article Framework - Shailesh
Operation Creation
Creating Operations
Operation Definition Creation
Creating Operation Definitions
Uploading Video URLs to Operation Instructions
Viewing the Full Content of Operation Instructions
Accessing Operation Definitions
Operation Definition Content
Operation Definition Release Approval
Operation Definition Release
Operation Definition Training Requirements
Operation Definition Distribution
Operation Definition Periodic Reviews
Operation Definition Revisions
Operation Definition Retirement
Process & Process Definitions Article Framework - Shailesh
Create Process
Batch Process Record- Article Framework - Shailesh
Quality Process Record- Article Framework - Shailesh
Equipment
Equipment - Article Framework - Kim
Forms
Forms - Article Framework - Shailesh
Inspection
Inspection - Article Framework - Kim
Lab OOS
Lab OOS - Article Framework - Kim
Summer 2026 Notes
Meetings
Meeting Creation
Creating Meetings
Adding Meeting Attendees
Starting Meetings
Meeting Actions
Adding Meeting Actions
Initiating Meeting Actions
Troubleshooting - Cannot Initiate Meeting Actions
Completing Meeting Actions
Verifying Meeting Actions
Rejecting Meeting Actions
Meeting Closure
Closing Meetings
Scheduling Next Meeting
Meeting Analytics
Viewing Meeting Dashboards
Nonconformance
NC Creation & Submission
Reporting NCs
Entering Impacted Parts/Lots
Submitting NCs
NC Triage
Updating Defect/Failures
Adding Containments
Adding References & Files
Nonconformance Triage
Finding Similar NCs using CQ.AI
Updating Impacted Parts/Lots
Triaging Nonconformances
Updating Defect/Failure
Updating Policy
Nonconformance Containment
Adding NC Containments
Completing NC Containment
Nonconformance Disposition
Adding New Dispositions
Submitting Approval for Dispositions
Completing Approval for Dispositions
Completing Dispositions
Nonconformance Investigation
Performing NC Investigations
Submitting NC Investigations
Completing Approval for NC Investigations
Nonconformance Implement Action
Completing Actions
Nonconformance Verification & Closure
Closing NCs
Manage Other Nonconformance Functions
NC Details
Adding Impacted Parts/Lots
Adding Product Defects/Failures
Adding Assignable Causes
Adding NC Team Members
Investigation
Escalating CAPAs
Reopening Investigations
Actions
Reopening Implementations
Reference
Linking Controlled Document References
Linking Equipment References
Linking Nonconformance References
Viewing Related CAPAs
Linking Related Supplier Deviations
Linking Related Supplier Escalations
Viewing Risk References
Assessing Risk
Voidance
Voiding NCs
Reopening NCs
Analytics
Viewing NC Analytics
Nonconformance - Article Framework - Ved
Risk
Risk - Article Framework - Haseena
Training/LMS
Training/LMS - Article Framework - Vishalachi
PartnerQuest
Supplier/Vendor
Supplier - Article Framework - Krishna (In Progress)
ProductQuest
Design Quality
Design Projects
Design Project Creation & Initiation
Creating Design Projects
Adding Team Members to Design Projects
Setting Workflows for Design Projects
Initiating Design Projects
Design Project Planning
Completing Plan Phase for Design Projects
Design Project Development
Completing Development Phase for Design Projects
Design Project Verify & Validate
Completing Verify & Validate Phase for Design Projects
Design Project Transfer & Closure
Completing Transfer Phase for Design Projects
Reopening Design Projects
Voiding Design Projects
Design Project Deliverables
Adding New Milestones for Design Projects
Adding New Deliverables for Design Projects
Updating Deliverable Progress for Design Projects
Completing Deliverables for Design Projects
Viewing Design Project Gantts
Troubleshooting: Bars don’t show on the internal Gantt
Design Project Approvals
Completing Approval for Design Projects
Design Project Meetings
Creating Product Reviews from Design Projects
Design Project References
Adding Design Files References to Design Projects
Adding Change Order References to Design Projects
Adding Controlled Document References to Design Projects
Design Project Reports
Design Files
Design File Creation
Creating Design Files
Adding Team Members to Design Files
Design File Pre-Production
Adding Design Projects to Design Files
Adding Part Families to Design Files
Adding Parts to Design Files
Adding Processes to Design Files
Adding System Elements to Design Files
Adding Design Requirements to Design Files
Adding Design Inputs to Design Files
Adding Design Outputs to Design Files
Adding Design Verifications to Design Files
Adding Design Validations to Design Files
Adding RTMs to Design Files
Adding Product Risk to Design Files
Adding Control Plans to Design Files
Adding Design FMEAs to Design Files
Adding Process FMEAs to Design Files
Adding Change Orders to Design Files
Adding Controlled Documents to Design Files
Design File Production
Publishing Documents from Design Files
Adding Documents to DHF Master Files
Adding Documents to DMR Master Files
Moving Design Files to Production
Design File Decommission & Closure
Decommissioning Design Files
Closing Design Files
RTMs
RTM Creation & Drafting
Creating RTMs
Adding RTM Rows
Cloning RTM Rows
Editing RTM Rows
Cutting RTM Rows
Deleting RTM Rows
Flagging RTM Rows
Merging RTM Cells
RTM Approval
RTM Publishing & Viewing
Publishing RTMs
Viewing Published RTMs
RTM Changes
Control Plans
Control Plan Creation & Drafting
Creating Control Plans
Adding Control Plan Rows
Cloning Control Plan Rows
Editing Control Plan Rows
Cutting Control Plan Rows
Deleting Control Plan Rows
Flagging Control Plan Rows
Merging Control Plan Cells
Control Plan Approval
Control Plan Publishing & Viewing
Publishing Control Plans
Viewing Published Control Plans
Control Plan Changes
FMEAs
FMEA Creation & Drafting
Creating Design FMEAs
Creating Design FMEAs (AIAG)
Creating Process FMEAs
Creating Process FMEAs (AIAG)
FMEA Row & Cell Options
Adding FMEA Rows
Cloning FMEA Rows
Editing FMEA Rows
Cutting FMEA Rows
Deleting FMEA Rows
Flagging FMEA Rows
Merging FMEA Cells
FMEA Approval
FMEA Publishing & Viewing
Publishing FMEAs
Viewing Published FMEAs
FMEA Changes
Product Risks
Product Risk Creation & Drafting
Creating Product Risks
Adding Product Risk Rows
Cloning Product Risk Rows
Editing Product Risk Rows
Cutting Product Risk Rows
Deleting Product Risk Rows
Flagging Product Risk Rows
Merging Product Risk Cells
Product Risk Approval
Product Risks Publishing & Viewing
Publishing Product Risks
Viewing Published Product Risks
Product Risk Changes
Product Reviews
Product Review Creation
Creating Product Reviews
Adding Product Review Attendees
Starting Product Review Meetings
Product Review Actions
Adding Product Review Actions
Initiating Product Review Actions
Troubleshooting: Cannot Initiate Product Review Action after Creation
Completing Product Review Actions
Verifying Product Review Actions
Rejecting Product Review Actions
Product Review Closure
Closing Product Reviews
Scheduling Next Product Review
Product Lifecycle Management (PLM)
Part Creation
Creating Concept Parts
Promoting Concept Parts to Standard Parts
Creating Standard Parts
Importing Parts in Bulk
Viewing Part Import Progress
Viewing Part Import Error Files
Troubleshooting: Cannot Import Parts
Part Details
Adding Part Details
Adding Part Revision Details
Part Where Used
Viewing Where Parts are Used
Part Lifecycle Requirements
Resolving Part Lifecycle Requirements
Part Revisions
Creating Part Revisions
Deleting Part Revisions
Comparing Part Revisions
Uploading Part Revision Images
Uploading Content for Part Specifications
Part Changes
Immediate Part Changes
Planned Part Changes
Adding Part Change: Revision (One Part at a Time)
Adding Part Change: Revision (Multiple Parts at a Time)
Adding Disposition Assessments
Completing Disposition Tasks
Adding Part Change: Alternates
Obsoleting Alternate Parts
Draft-Summer 2026 (Stories)
Part BOMs
Adding Parts in BOM
Creating Part Subassembly
Creating Multilevel BOMs
Viewing Part Subassembly
Viewing Levels in BOM
Viewing Consolidated BOM
Importing BOMs
Troubleshooting: Cannot Import BOM
Exporting BOMs
Editing BOM Items
Removing BOM Items
Replacing BOM Items
Configuring BOM View
Viewing JSON Code
Modifying an Existing JSON View
Deleting a BOM Table View
Verifying Correctness of JSON Code
Part Qualifications
Part Alternates
Part Specifications
Part Design
SafetyQuest
Permit to Work
Work Records
Work Record Creation & Permit Assembly
Creating Work Records
Adding Work Teams
Creating Permits from Work Records
Work Record Review
Submitting Approval for Work Records Review
Completing Approval for Work Records Review
Field Level Hazard Assessments Creation
Adding FLHAs (Safety Inspections)
Initiating FLHAs (Safety Inspections)
Adding Atmospheric Testings
Field Level Hazard Assessment Completion
Completing FLHAs (Safety Inspections)
Completing Approval for FLHAs (Safety Inspections)
Completing Atmospheric Testings
Work Record Updates
Updating Permit Statuses
Printing Permit Labels (QR Code)
Work Record Closure
Closing Work Records
Voiding Work Records
Permits
Permit Creation
Creating Permits
Adding Equipments, Hazards, and Controls to Permits
Permit Review
Submitting Approval for Permits
Completing Approval for Permits
Permit Status Updates
Activating Permits
Extending Permits Time
Deactivating Permits
Permit Closure
Closing Permits
Voiding Permits
Permit Safety Checklists
Ramesh Reference page
Safety Incidents
Safety Inspections
Safety Inspection Program
Safety Observations
Observation Reporting
Creating Observations
Submitting Observations
Observation Investigation
Sending Observations for Investigation
Performing Observation Investigations
Submitting Observation Investigations
Completing Approval for Observation Investigations
Observation Action Implementation
Adding Observation Actions
Initiating Observation Actions
Completing Observation Actions
Verifying Observation Actions
Rejecting Observation Actions
Observation Closure
Closing Observations
Voiding Observations
Platform & Technology
CQ AI
CQ.AI Similarity and Recommendations
CQ.AI Similarity Search Algorithms
CQ.AI k-Nearest Neighbors Algorithm (KNN)
CQ.AI Decay Algorithms
CQ.AI Semantic Similarity
CQ.AI Conversational Assistants
CQ.AI Assistant Chatbot
Installing CQ.AI Assistant Chatbot
Connecting User Account to CQ.AI Assistant
Reporting Issues via Decision Support Agent
Logging Out of Chatbot Session
CQ.AI Intelligent Assistants
CQ.AI User Experience Agent
CQ.AI for QualityQuest
CQ.AI for Audits
Viewing Similar Findings using AI
CQ.AI for Change
CQ.AI for Complaints
Viewing Similar Complaints using AI
Using Complaints Agent for CQ.AI
Reviewing Complaint Code Recommendations using AI
CQ.AI for Investigations
Using CQ Investigation Assistant
Viewing Action Plan Suggestions
Viewing Root Causes Suggestions
Viewing Immediate Cause Suggestions
Generating Investigation Summaries
CQ.AI for NC/CAPA
Reporting Nonconformances using AI
Using 5W2H Classification to Report NCs using AI
Generating NC Descriptions using AI
Extracting NC Related 5W2H using AI
Extracting NC Related Fields using AI
Viewing Similar Nonconformances using AI
Viewing NC Analytics Dashboard using AI
Reviewing Recommended NC Failure Codes using AI
Searching Related FMEAs for NC Risk Assessment using AI
Searching Related Product Risk for NCs using AI
Searching Controlled Documents for NC Risk Assessment using AI
Submitting 5W2H Classification
Viewing Nonconformance
CQ.AI for Training
Generating Training Assessments using AI
CQ.AI for Controlled Documents
Finding Information with the CQ Knowledge Agent
CQ.AI for PartnerQuest
CQ.AI for Supplier/Vendor
Using Supplier Agent for CQ.AI
CQ.AI for SafetyQuest
CQ.AI for Safety Events
Viewing Similar Safety Events using AI
CQ Mobile
CQ Mobile - Article Framework - Kim
CQ Mobile for Core Functions
CQ Mobile for QualityQuest
CQ Mobile for Documents
CQ Mobile for PartnerQuest
CQ Mobile for ProductQuest
CQ Mobile for SafetyQuest
CQ QMI
CQ QMI - Article Framework - Santosh
CQ QMI Score Calculation
CQ QMI Rating Models
Creating Rating Models
CQ QMI Rating Metrics
Deleting Rating Metrics
Editing Rating Metrics
Adding Rating Metrics
Adding Rating Submetrices
CQ QMI Scorecard Scheduling
Creating CQ Locations
Setting Evaluation Cycles
CQ QMI Scorecard Evaluation
Editing Scorecard Metrics
Deleting Scorecard Metrics
Prevent Auto‑Generation of Future Rating Scorecards
CQ QMI Submit Scorecard Metrics
Submitting Manual Evaluations
Submitting Automated Evaluations
CQ QMI Metric Scores (Data Manager)
Running Connections
Running Recipes
Rescoring Evaluations
Viewing the Rating Scorecard Report
CQ QMI Files
Downloading Files
Sharing Files
Sharing Files Using Public Links
Viewing File Details
CQ QMI Scorecard Reviews
Changing the Approval Matrix
Adding Individual Scorecard Reviewers (Approvers)
Routing a Scorecard Review for Approval
Recalling a Scorecard Review Approval
Adding Completed Rating Scorecards to One Scorecard Review
Adding a New Scorecard Review to a Single Rating Scorecard Record
Performing a Scorecard Review Rejection
CQ QMI Analytical Dashboards
Viewing the Key Metrics in the QMI Dashboard
Viewing Current Performance
Viewing Trend Chart
Viewing Discovery Prediction
Viewing Key Metrics in the Control Tower Dashboard
Viewing Group
Viewing Metrics
Viewing Locations
Viewing Complete Date
CQ QMI Einstein Prediction Score
Data Collection
Model Training
Displaying Scores
Updating Score
CQ QMI Scorecard Distribution
Distributing Rating Scorecard
Completing Distribution Tasks
CQ QMI Scorecard Closure
Closing Rating Scorecard
Reopening Rating Scorecard
Admin Help (Admin Portal)
Getting Started - Administrators
Installation
Installing QualityQuest
Installing Controlled Documents
Installing PartnerQuest
Installing ProductQuest
Installing SafetyQuest
Installing CQ Platform Tools
Navigate CQ as Admin
Navigating the CQ Admin Portal
Setup Objects
Admin Cards
Navigating the Setup Portal
CQ Platform Settings
Configuring Company Information
CQ Settings
Setting Location
Setting Date Format
Setting Decimal Separator
Setting Group Separator
Setting Org Base URL
Setting Time Format
Setting Configure Workflow ID
Setting CQ Visual Force Base URL
Setting Lighting Redirection URL
Setting CQ Return URL Whitelist
Setting Community Group ID
Setting Platform Object Trigger Control
Setting Switch to Dev App for Sandbox
Setting Requirement Comment for Approval Rejection
21 CFR Part 11 Settings
eSig Signature Settings
Enabling eSignatures from Connected Apps
Enabling eSignatures
Editing eSignature Policies
eSig Policies for ProductQuest
eSig Policies for QualityQuest
Editing eSig Policies for Documents
eSig Policies for PartnerQuest
eSig Policies for SafetyQuest
Enabling eSignature Settings for SSO
Enabling eSignature Settings for MFA
Setting CQ Extension eSig Policy Provider
Audit Trail Settings
Enabling/Disabling Audit Trail for Objects
Audit Trail for QualityQuest
How to Configure Audit Trail for Documents
Audit Trail for PartnerQuest
Audit Trail for ProductQuest
Audit Trail for SafetyQuest
Updating Audit Trail Retention Policies
Configuring Audit Trail Reports
Exporting Field History with Data Loader
Running Audit Trail Reports
User & Accounts Management
Users
Onboarding Users
Adding New Users
SSO Registration
Registering User to One-Time Password Authenticator
Registering User to MFA using Salesforce Authenticator
Registering User to MFA using TOTP Setup
Registeriing User to MFA using OKTA
Assigning Users to CQ Licenses
Assigning Users to Profiles
Assigning Users to Permissions
Assigning Users to Public Groups
Assigning Users to Queues
Importing Users to Personnel for Training
Offboarding Users
Deactivating Users
Reactivating Users
Globally Replacing Users
Removing CQ Licenses from Users
Troubleshooting Users
Viewing User Login History
Logging In as User to Troubleshoot
Licenses
Synchronizing New CQ Licenses
Monitoring User Licenses
Releasing User Licenses
CQ Licenses for QualityQuest
Assigning CQ Licenses for Document Users
CQ Licenses for PartnerQuest
CQ Licenses for ProductQuest
CQ Licenses for SafetyQuest
CQ Licenses for CQ Platform Tools
Profiles
Assigning Custom Permissions to Administrator Profile
Creating Profiles
Assigning Profiles to Users
Assigning Profiles to Record Types
Permissions
Custom Permissions
Creating Custom Permissions
Assigning Custom Permissions to Permission Sets
Custom Permissions for CQ Platform
Custom Permissions for QualityQuest
Custom Permissions for PartnerQuest
Custom Permissions for ProductQuest
Custom Permissions for SafetyQuest
Permission Sets
Creating Permission Sets
Assigning Permission Sets to Permission Set Groups
Assigning Permission Sets to Users
Permission Sets for CQ Platform & Tools
Permission Sets for QualityQuest
How to Assign Permission Sets to Document Users
Permission Sets for PartnerQuest
Permission Sets for ProductQuest
Permission Sets for SafetyQuest
Permission Set Groups
Creating Permission Set Groups
How to Assign Permission Set Groups to Users
Permission Set Groups for CQ Platform & Tools
Permission Set Groups for QualityQuest
How to Assign Permission Set Groups to Document Users
Permission Set Groups for PartnerQuest
Permission Set Groups for ProductQuest
Permission Set Groups for SafetyQuest
Public Groups
Creating Public Groups
Assigning Public Groups to Users
Public Groups for QualityQuest
How To Assign Public Groups to Document Users
How To Assign Public Groups to Personnel Users
Public Groups for PartnerQuest
Public Groups for ProductQuest
Public Groups for SafetyQuest
Queues
Creating Queues
Assigning Default Queue Name
Assigning Queues to Departments
Assigning Queues to CQ Records
Assigning Queues to Job Functions
Assigning Queues to Users
Queues for QualityQuest
Assigning Queues to Document Users
Queues for PartnerQuest
Queues for ProductQuest
Queues for SafetyQuest
Global Replacement
Qualified Owner/Users
Accounts
Customer Accounts
Adding New Default Accounts
Supplier Accounts
Adding New Supplier Accounts
How to Link Supplier Accounts
Organizational Settings
Org. Units
Adding New Org. Object Values
How to Edit Org. Object Values
How to Deactivate Org. Object Values
How to Delete Org. Object Values
Setting Org Field Dependencies
Synchronizing Org Field Dependencies
Departments
Adding New Departments
Editing Departments
Deleting Departments
Assigning Departments to Queues
CQ Locations
CQ Locations for QualityQuest
Adding New CQ Locations for Complaints
CQ Locations for PartnerQuest
CQ Locations for ProductQuest
CQ Locations for SafetyQuest
Adding New CQ Locations for Permit to Work
Product Settings
Part Families
Adding New Part Families
Editing Part Families
Deleting Part Families
Managing Part Family Relations
Adding Related Parts to Part Family
Editing Related Parts from Part Family
Deleting Related Parts from Part Family
Adding Product Defect Links to Part Family
Editing Product Defect Links from Part Family
Deleting Product Defect Links from Part Family
Adding Regulatory Information to Part Family
How to Edit Regulatory Information from Part Family
How to Delete Primary Information from Part Family
Uploading Notes & Attachments to Part Family
Parts
Parts for QualityQuest
Adding New Parts
Editing Parts
Deleting Parts
Managing Part Relations for QualityQuest
Adding Related Parts to Part
Editing Related Parts from Part
Deleting Related Parts from Part
Adding Product Defect Links to Part
Editing Product Defect Links from Part
Deleting Product Defect Links from Part
Adding Regulatory Information to Part
Editing Regulatory Information from Part
Deleting Primary Information from Part
Uploading Notes & Attachments to Part
Parts (Supplier) for PartnerQuest
Adding Manufacturer Parts
Parts for ProductQuest
Creating Concept Parts (PLM page)
Creating Standard Parts (PLM)
Process Settings
Operations
Adding New Operations
Editing Operations
Deleting Operations
Processes & Sub Processes
Adding New Processes
Editing Processes
Deleting Processes
Data & Field Management
Data Import Utility
Data Imports for QualityQuest
Importing Data for Documents
Data Imports for PartnerQuest
Data Imports for ProductQuest
Data Imports for SafetyQuest
Data Backup & Recovery
Data Schemas
Synchronizing Schemas
Updating Remote Settings
Record Transactions
Fields & Relationships
Picklist Values
Adding New Picklist Values
Picklist Values for QualityQuest
Picklist Values for Documents
Picklist Values for PartnerQuest
Picklist Values for ProductQuest
Picklist Values for SafetyQuest
Workflows & Policies
Auto Numbers
Adding New Auto Numbers
Editing Auto Numbers
Deleting Auto Numbers
Auto Numbers for QualityQuest
Auto Numbers for Audit
Configuring Auto Numbers for Audit Criteria
Configuring Auto Numbers for Audit Programs
Enabling Auto Numbers for Audit Programs
Auto Numbers for Complaints
Configuring Auto Numbers for Regulatory Reporting
Auto Numbers for Documents
Enabling Auto Number for Documents
Configuring Document Revision Style
Configuring Auto Numbers for Template Documents
Configuring Auto Numbers for Controlled Documents
Auto Numbers for CQ Forms
Configuring Auto Numbers for CQ Forms
Configuring Auto Numbers for CQ Form Checklists
Auto Numbers for Inspections
Configuring Auto Numbers for Inspection Criteria
Auto Numbers for Lab OOS
Configuring Auto Numbers for Lab Investigation Criteria
Auto Numbers for Digital SOPs
Configuring Auto Numbers for Operation Definitions
Configuring Auto Numbers for Process Definitions
Configuring Auto Numbers for Process Records
Auto Numbers for Training
Configuring Auto Numbers for Courses
Auto Numbers for PartnerQuest
Auto Numbers for Supplier Records
Configuring Auto Numbers for Supplier Records
Auto Numbers for ProductQuest
Auto Numbers for PLM
Configuring Auto Numbers for Parts
Auto Numbers for Design Controls
Configuring Auto Numbers for Design Files
Configuring Auto Numbers for Characteristics
Configuring Auto Numbers for Published Documents
Auto Numbers for SafetyQuest
Auto Numbers for Permits
Configuring Auto Numbers for Permit Criteria
Auto Numbers for Safety Inspections
Configuring Auto Numbers for Safety Inspection Criteria
Approval Matrices
Creating New Approval Matrices
Editing Approval Matrices
Deleting Approval Matrices
Approval Matrices for QualityQuest
Approval Matrices for Audit
Configuring Approval Matrices for Audit Criteria
Configuring Approval Matrices for Audit Programs
Configuring Approval Matrices for Audits
Approval Matrices for CAPA
Configuring Approval Matrices for CAPAs
Approval Matrices for Change
Configuring Approval Matrices for Change Requests
Configuring Approval Matrices for Planned Change Orders
Approval Matrices for Documents
Configuring Approval Matrices for Controlled Documents
Approval Matrices for CQ Forms
Configuring Approval Matrices for CQ Forms
Approval Matrices for Inspections
Configuring Approval Matrices for Inspection Criteria
Approval Matrices for Lab OOS
Configuring Approval Matrices for Lab Inspection Criteria
Approval Matrices for Nonconformance
Configuring Approval Matrices for Nonconformances
Approval Matrices for Digital SOPs
Configuring Approval Matrices for Operation Definitions
Configuring Approval Matrices for Process Definitions
Approval Matrices for Training
Configuring Approval Matrices for Courses
Approval Matrices for PartnerQuest
Approval Matrices for Suppliers
Configuring Approval Matrices for Scorecard Reviews
Approval Matrices for ProductQuest
Approval Matrices for Design Controls
Configuring Approval Matrices for Design Projects
Approval Matrices for SafetyQuest
Approval Matrices for Safety Events
Configuring Approval Matrices for Safety Events
CQ Investigations
Investigation Tools
Root Causes
CQ Actions
CQ Batch Processor
Due Date Extensions
Feature Activation
Record Initiation
Platform Events
CQ Predictors
CQ Related Objects
Navigation & UI Settings
App Launcher
Editing App Name & Description
Editing Company Logo
App Launcher for CQ Platform
App Launcher for QualityQuest
App Launcher for Documents
App Launcher for PartnerQuest
App Launcher for ProductQuest
App Launcher for SafetyQuest
Menu Tabs
Assigning Menu Tabs by User Profiles
Rearranging Menu Tabs
Creating New Menu Tabs
Menu Tabs for QualityQuest
Configuring Menu Tabs for Documents
Menu Tabs for PartnerQuest
Menu Tabs for ProductQuest
Menu Tabs for SafetyQuest
CQ Homepage
Setting the Custom Domain Function
Activating the CQ Homepage
How to Add the Consolidated Homepage
How to Add a Multi-Component Homepage
List Views
Configuring List Views
Notification & Alert Settings
Email Notifications for CQ Platform
Email Notifications for QualityQuest
Configuring Email Notifications for Documents
Email Notifications for PartnerQuest
Email Notifications for ProductQuest
Email Notifications for SafetyQuest
Reporting & Analytic Settings
Formatted Printouts
CQ Report Template Global Page Settings
Adding Company Logo to CQ Report Cover Page
Configuring Header/Footer for CQ Reports
Configuring New Custom (f) Cover Page for CQ Reports
CQ Report Template Parent Record Settings
Configuring Baseline Parent Report Templates CQ Records
Creating New Parent Report Templates for CQ Records
Adding Print Actions to CQ Reports
Adding Download Actions to CQ Reports
Adding Actions to Page Layouts for CQ Reports
Removing SF Printable View Options for CQ Reports
Synchronizing Print Layouts for CQ Reports
Configuring Snapshot of Record During Approval
Configuring Multiple Templates for the same Parent Record
CQ Report Template Child Record Settings
Configuring Baseline Child Record Report Template Settings
Reports
Creating New Reports
Reports for QualityQuest
Reports for Documents
Reports for Nonconformances
Linking the NC Analysis Report
Reports for PartnerQuest
Reports for ProductQuest
Reports for SafetyQuest
Dashboards
Creating New Dashboards
Dashboards for CQ Platform
Dashboard for CQ Workload Management
Dashboards for QualityQuest
Dashboards for Documents
Dashboards for PartnerQuest
Dashboards for ProductQuest
Dashboards for SafetyQuest
Embedded Analytics
Quality Maturity Index (QMI)
Enabling CRM Analytics
QMI for QualityQuest
QMI for Audits
QMI for CAPAs
QMI for Changes
QMI for Complaints
QMI for Documents
QMI for Nonconformances
Platform & Technology Settings
CQ AI Settings
CQ Mobile Settings
Activating CQ Mobile Navigation
Linking CQ Records to CQ Mobile
QualityQuest Settings
Setup Checklist for Audits
Audit User Permission Settings
Setup Checklist for CAPA
CAPA User Permission Settings
Setup Checklist for Change
Change User Permission Settings
Setup Checklist for Investigation
Investigation User Permission Settings
Setup Checklist for Complaints
Complaints User Permission Settings
Setup Checklist for Digital SOPs
Digital SOP User Permission Settings
Setup Checklist for Documents
Document Category Settings
Configuring Document Categories for Templates
Configuring Document Categories for Controlled Documents
Document Library Settings
Setting CQ Default Library
Adding Document Draft Libraries
Adding Document Release Libraries
Adding Document Distribution Libraries
Enabling Document Distribution
Document Content Settings
Primary Content Settings
Enabling Content Delivery
Configuring Document Content Settings
Configuring Document Content File Name Settings
Configuring CQ Controlled Document Content Provider
Secondary Format Settings
Enabling Secondary Format
Secondary Format Default Settings
Setting Page Content Loader
Large File Renditions
Enabling Large File Rendition
Configuring Full PDF Rendition Settings
Configuring SF Rendition Providers Name Credential
Batch Processor Settings
Doc Compare
Configuring Doc Compare
Portrait & Landscape Settings
Document Header/Footer Settings
Configuring Stamping PDF
Merging Field Sets
Cover Page Settings
How to Set Profile Page Inclusion Type
How to Configure Profile Page
How to Set Profile Page Parameters
How to Set Profile Page Namespace
How to Set Cover Page Date/Time Formats
How to Set Content Font Name
How to Set Title Max Length
Watermark Settings
How to Set Watermark Text
How to Set Watermark Text Size
How to Set Watermark Color
How to Set Watermark Angle
How to Set Watermark Positions
How to Set Watermark Z-Order
Print Date/Time Stamp Settings
How to Enable Stamping When Printed
How to Text to Stamp When Printed
How to Set Print Date Time Format
How to Set Print Stamp Expiration in Hours
How to Set Print Stamp Coordinate
Document Collaboration Settings
Office 365 Settings
Document Access & Viewing Settings
Document User Permission Settings
Document Browser Settings
Setting Use Brower PDF Viewer
Setting Document Content View URL
Document Binders (CQ Documents)
Creating Document Binders
Adding Document Folders to Binders
Adding Filters for Document Folders
Setting Folders to Filter by Document Fields
Setting Folders to Filter by Topics
Setting Folders to Filter by Document Library
Setting Folders using Complex Filters
Publishing Document Binders
Loading Binder Versions
Viewing Document Binder JSON File
Copying Binders
Eding Binders
Cloning Binders
Sharing Binders
Deleting Binders
Document Integrations
Document Box Settings
Document Metrics Settings
Setup Checklist for Equipment
Equipment User Permission Settings
Setup Checklist for Forms
Forms User Permission Settings
Setup Checklist for Lab OOS
Lab OOS User Permission Settings
Setup Checklist for Management Review
Management Review User Permission Settings
Setup Checklist for Nonconformance
Nonconformance User Permission Settings
Setup Checklist for Product Inspection
Product Inspection User Permission Settings
Setup Checklist for Risk
Risk User Permission Settings
Setup Checklist for Training/LMS
Training User Permission Settings
PartnerQuest Settings
Setup Checklist for Supplier/Vendor
Supplier User Permission Settings
ProductQuest Settings
Setup Checklist for Design Quality
Design Quality User Permission Settings
Setup Checklist for Product Lifecycle
PLM User Permission Settings
Configuring Part Lifecycle Rules and Part Activation
SafetyQuest Settings
Setup Checklist for Permit to Work
Permit User Permission Settings
Setup Checklist for Safety Incidents
Safety Incidents User Permission Settings
Setup Checklist for Safety Inspections
Safety Inspections User Permission Settings
Safety Observations User Permission Settings
Setup Checklist for Safety Observations
Breadcrumbs
CQ Summer '26
Admin Help (Admin Portal)
Product Settings
Part Families
Parts
Parts for QualityQuest
Adding New Parts
On this Page
Editing Parts
only if PLM is not installed
