Best Practices & Tips
QTAG Best Practices
Practical tips for day-to-day use. Updated June 2026 — pair these with the in-app Help icon on each screen for the latest detail.
Set up structure first
Sites before bulk assets
Create Sites and locations on the master–detail Sites page before importing large asset lists. Assign site/location on each asset so filters, registers, and reports stay accurate.
Category Setup early
Configure frequencies, categories, types, and inspection steps in Category Setup so only the registers you need appear on the Inspections hub.
QTAG numbers & naming
Use your org numbering scheme
Follow your QTAG prefix rules (e.g. E, F, L, R) and order tags via BUY TAGS. Confirm delivery on Tag Management before assigning from the Assets QTAG column.
Descriptive asset names
Use names like “3m extension ladder — Workshop A” instead of “Ladder 1”. Keep location in site/location fields where possible.
Inspections & notifications
Check Notifications regularly
The dashboard and Notifications page surface overdue tests, due-within-14-days items, licence expiry, and untested assets. Use View Asset to jump straight to the row.
Work from the Inspections hub
Open Inspections, pick the category card (Electrical, Fire, etc.), then record tests in the register or from an asset row on Assets.
Mark-as-read is local
Mark as Read on Notifications is stored in your browser only — it hides alerts for you, not for other users.
Assets list & filters
Column filters + global search
Use per-column filters and the search box together. QTAG column sorts numerically (1, 2, 10) — useful when reviewing tag ranges.
Import in bulk
Use Import Excel or Import CSV on Assets for large loads; fix site/category data in the sheet first to reduce cleanup.
Users, roles & contacts
Roles drive the sidebar
Missing a menu item usually means the user’s Role lacks that permission (View Invoices, Edit Tags, Edit Subscription, etc.). Adjust on Roles, assign on User List.
Contacts ≠ logins
Contact List is for invoice, licence, and tag-order email recipients — not for signing into the app.
Subscription & billing
Watch asset limits
Check Membership Status and Modules for your plan (Trial, Standard, Silver, Gold, Unlimited) and asset cap before large imports.
Invoices page
View and download PDFs on Invoices; filter by QTAG purchase vs subscription and payment status.
Export & compliance
Export from registers and Reports
Export register data and use Reports for compliance summaries. Keep periodic exports for your own records.
Browser & mobile
Use a current browser
Chrome, Firefox, Safari, or Edge (current versions). Hard-refresh (Cmd+Shift+R / Ctrl+Shift+R) if data looks stale.
Sites on small screens
On mobile, Sites uses list then detail — tap ← Sites to return to the site list.
Photos during inspections
Good lighting and clear angles help when attaching photos to assets or inspection records.