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Summer 2026 Help

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Summer 2026 Help

Main

Support Request
Feature Request
Demo Center
About Us

Main

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
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