MQS Help Topics:

MQS Home Page

Administrative Tasks

Managing Cases

Case Review

Training Events

SBDC Staff Info

Center Information

Reports

Research Network

Shared Resources

Strategic Plan Reporting

FAQ

MQS User Guide: Table of Contents

• MQS Home page
• Profile update
• Case monitoring
• Quick stats
• Quick case tasks


• Administrative Tasks
  • Manage staff member profiles
  • View counselor data & activity
  • Case approval
    
    
• Managing cases
  • Adding a new case
  • Add Follow-On
  • Edit a case
  • Close case
  • Submit RN request
  • Print a case
  • View open clients
  • Search case narratives
  • Manage inquiries
    
    
• Training Events
  • Add Event
  • Edit event
  • Complete event
  • Print/view training event
  • Manage event cosponsors
    
    
• SBDC Staff Info
  • Employee Lookup
  • Center Roster
  • Staff Roster
  • Your profile
    
    
• Reports
  • Summaries
    • Counseling Statistical Summary
    • Individual Counselor Summary
    • Lender Summary (non equity funding)
    • Monthly Activity
    • Training Statistical Summary
  • Management Reports
    
    • Evals
      
    • Open client
      
• Rosters
  
  • Center Roster
    
  • Staff Roster
    
    
• Research Network
  
  • Submit research request
    
  • Pick up & download completed research
    
  • Share research with the client
    
  • View your request history
    
  • Research Network home page
    
    
• Shared Resources – formerly known as “file cabinet”
  • Shared Resource Administration
    
    
• Strategic Plan Report Tracking
  • Strategic Plan Area Definitions
• FAQ